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Name Holding Trade Value Shares
Change 		Change in
Stake
M
2026
Mirova
France
$520K +$195K +860 +56%
HFA
2027
Huber Financial Advisors
Illinois
$520K +$197K +870 +58%
SFG
2028
Sunburst Financial Group
Alabama
$519K +$539K +2,378 New
AAM
2029
AMI Asset Management
California
$514K +$329K +1,452 +161%
SFG
2030
SevenBridge Financial Group
Pennsylvania
$511K +$20.4K +90 +4%
SAM
2031
Secure Asset Management
Michigan
$509K +$528K +2,332 New
PBC
2032
Pavion Blue Capital
California
$509K +$528K +2,333 New
FNBOH
2033
First National Bank of Hutchinson
Kansas
$508K -$18.3K -81 -3%
TP
2034
Tranquility Partners
Tennessee
$508K +$2.27K +10 +0.4%
PFA
2035
Pathway Financial Advisors
Vermont
$506K -$101K -448 -17%
FMTCOCP
2036
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$505K -$76.3K -337 -13%
AAP
2037
Arax Advisory Partners
Colorado
$505K +$10.2K +45 +2%
RAM
2038
Redmond Asset Management
Virginia
$505K +$27.9K +123 +6%
MTC
2039
McDaniel Terry & Co
Texas
$504K +$21.3K +94 +4%
CM
2040
Castleark Management
Illinois
$502K – – –
IFG
2041
Investors Financial Group
Minnesota
$502K +$520K +2,297 New
AIA
2042
Arbor Investment Advisors
North Carolina
$501K -$3.4K -15 -0.6%
AIP
2043
Almanack Investment Partners
Pennsylvania
$501K -$679 -3 -0.1%
BMC
2044
Benin Management Corp
Connecticut
$500K – – –
AIM
2045
Avity Investment Management
Connecticut
$499K -$11.3K -50 -2%
WCM
2046
Wedge Capital Management
North Carolina
$499K +$5.43K +24 +1%
NAS
2047
Nicolet Advisory Services
Wisconsin
$495K +$54.8K +242 +12%
PWS
2048
Paragon Wealth Strategies
Florida
$494K -$20.8K -92 -4%
AS
2049
Altshuler Shaham
Israel
$494K +$506K +2,234 +7,447%
HA
2050
HC Advisors
Georgia
$494K +$512K +2,261 New
80 81
82
83 84