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Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2026
Fox Run Management
Connecticut
$1.11M +$1.19M +3,685 New
DLHL
2027
Donald L. Hagan LLC
Florida
$1.11M +$33.4K +104 +3%
BSB
2028
Bangor Savings Bank
Maine
$1.11M -$2.25K -7 -0.2%
UW
2029
Unique Wealth
Florida
$1.11M +$198K +617 +20%
CCA
2030
Childress Capital Advisors
Texas
$1.11M +$1.18M +3,670 New
MCI
2031
MRP Capital Investments
Georgia
$1.11M +$1.39M +4,329 +116%
LC
2032
Lavaca Capital
Texas
$1.11M -$900K -2,798 -43%
HL
2033
HeadInvest LLC
Maine
$1.11M +$36K +112 +3%
MAM
2034
Mystic Asset Management
Rhode Island
$1.1M -$24.8K -77 -2%
RZH
2035
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$10.9K +34 +0.9%
EAMA
2036
EFG Asset Management (Americas)
Florida
$1.1M -$28.9K -90 -2%
HW
2037
Hedeker Wealth
Illinois
$1.1M -$39.6K -123 -3%
AF
2038
Advisornet Financial
Minnesota
$1.1M -$713K -2,216 -38%
SAM
2039
Secure Asset Management
Michigan
$1.1M +$350K +1,088 +43%
HCP
2040
Holt Capital Partners
Texas
$1.1M – – –
EFSCE
2041
Enterprise Financial Services Corp (EFSC)
Missouri
$1.09M +$48.9K +152 +4%
MIS
2042
Morningstar Investment Services
Illinois
$1.09M +$311K +966 +37%
FFA
2043
Founders Financial Alliance
North Carolina
$1.09M -$349K -1,086 -23%
CWM
2044
Circle Wealth Management
New Jersey
$1.09M +$304K +944 +35%
JSW
2045
Journey Strategic Wealth
New Jersey
$1.09M -$243K -755 -17%
BIP
2046
Blueprint Investment Partners
North Carolina
$1.09M +$560K +1,742 +94%
MFG
2047
Monumental Financial Group
Maryland
$1.09M +$60.5K +188 +6%
HBT
2048
Heartland Bank & Trust
Illinois
$1.08M +$14.8K +46 +1%
GHA
2049
Granite Harbor Advisors
Texas
$1.08M +$6.11K +19 +0.5%
JAM
2050
Jupiter Asset Management
United Kingdom
$1.08M – – –
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