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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2026
KRS Capital Management
Michigan
$1.51M +$59.9K +164 +4%
MSFP
2027
Mark Sheptoff Financial Planning
Connecticut
$1.51M – – –
VWM
2028
Vigilare Wealth Management
Arizona
$1.51M -$245K -670 -15%
APWA
2029
Atlas Private Wealth Advisors
New Jersey
$1.5M -$1.53M -4,184 -52%
SFI
2030
SPC Financial Inc
Maryland
$1.5M -$87.3K -239 -6%
OPA
2031
Old Port Advisors
Maine
$1.49M -$54.1K -148 -4%
GS
2032
GTS Securities
Florida
$1.49M -$2.76M -7,542 -66%
LSA
2033
Leonteq Securities AG
Switzerland
$1.49M -$142K -388 -9%
USB
2034
Union Savings Bank
Connecticut
$1.49M +$40.6K +111 +3%
PWM
2035
Power Wealth Management
Georgia
$1.48M -$47.1K -129 -3%
CCA
2036
Cobblestone Capital Advisors
New York
$1.48M -$88.4K -242 -6%
ILI
2037
Invesco LLC (Illinois)
Illinois
$1.48M +$72.3K +198 +5%
AFS
2038
Aft Forsyth & Sober
Florida
$1.48M – – –
BAM
2039
BOS Asset Management
Illinois
$1.48M – – –
BB
2040
Bell Bank
North Dakota
$1.47M +$93.5K +256 +7%
SFB
2041
STAR Financial Bank
Indiana
$1.47M -$36.5K -100 -3%
HL
2042
HeadInvest LLC
Maine
$1.47M +$36.2K +99 +3%
ONST
2043
Old North State Trust
North Carolina
$1.47M +$1.4M +3,841 New
FCM
2044
Firestone Capital Management
Florida
$1.47M -$11.3K -31 -0.8%
PIM
2045
Profit Investment Management
Maryland
$1.47M -$23K -63 -2%
PAA
2046
Peregrine Asset Advisers
Oregon
$1.46M +$27.4K +75 +2%
JWM
2047
Jackson Wealth Management
Florida
$1.46M +$92.1K +252 +7%
HIA
2048
Harvest Investment Advisors
Florida
$1.46M -$6.94K -19 -0.5%
HT
2049
Headlands Technologies
Illinois
$1.46M +$177K +484 +15%
CCM
2050
Cox Capital Management
Massachusetts
$1.45M -$127K -347 -8%
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