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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2026
Marietta Investment Partners
Wisconsin
$1.72M -$65K -159 -3%
TCM
2027
Tandem Capital Management
New Jersey
$1.72M – – –
SDWIA
2028
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.72M +$68.2K +167 +4%
WWM
2029
Wiser Wealth Management
Georgia
$1.72M +$38K +93 +2%
IP
2030
Investment Partners
Ohio
$1.71M +$108K +264 +6%
CP
2031
Covenant Partners
Tennessee
$1.71M -$91.1K -223 -5%
HKIM
2032
Hayek Kallen Investment Management
Alabama
$1.71M -$8.58K -21 -0.5%
DWM
2033
Destination Wealth Management
California
$1.71M -$90.3K -221 -5%
XT
2034
XTX Topco
Cayman Islands
$1.71M -$2.14M -5,235 -54%
SFI
2035
SPC Financial Inc
Maryland
$1.7M -$15.1K -37 -0.8%
UBG
2036
United Bank (Georgia)
Georgia
$1.7M -$36K -88 -2%
MC
2037
Martin & Co
Tennessee
$1.7M -$77.6K -190 -4%
BIA
2038
Beacon Investment Advisors
Maryland
$1.7M +$5.31K +13 +0.3%
BCG
2039
Breakwater Capital Group
New Jersey
$1.7M -$409 -1 -0%
BONH
2040
Bank of New Hampshire
New Hampshire
$1.69M -$25.7K -63 -1%
IPW
2041
Impact Partnership Wealth
Georgia
$1.69M +$648K +1,585 +57%
SIA
2042
Soltis Investment Advisors
Utah
$1.69M +$178K +435 +11%
PFM
2043
Potomac Fund Management
Florida
$1.69M +$1.78M +4,345 New
BIP
2044
Blueprint Investment Partners
North Carolina
$1.69M +$595K +1,457 +51%
EFA
2045
Evernest Financial Advisors
Indiana
$1.68M -$4.9K -12 -0.3%
RBWA
2046
RFG - Bristol Wealth Advisors
Massachusetts
$1.68M +$1.77M +4,322 New
LCM
2047
LCM Capital Management
Illinois
$1.68M -$14.3K -35 -0.8%
RTL
2048
Red Tortoise LLC
Georgia
$1.68M – – –
CYG
2049
Clean Yield Group
Vermont
$1.68M +$109K +266 +7%
BBNA
2050
Bremer Bank National Association
Minnesota
$1.68M -$52.7K -129 -3%
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