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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2026
Tradition Wealth Management
Minnesota
$1.65M +$72.9K +187 +4%
MC
2027
Martin & Co
Tennessee
$1.65M +$47.2K +121 +3%
SDWIA
2028
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.64M +$26.1K +67 +2%
AI
2029
Accredited Investors
Minnesota
$1.64M +$15.2K +39 +0.9%
MIA
2030
MMBG Investment Advisors
Florida
$1.64M -$64.3K -165 -4%
AIFAIM
2031
American Institute for Advanced Investment Management
Arizona
$1.63M +$79.9K +205 +5%
PPWP
2032
Proquility Private Wealth Partners
Nevada
$1.63M +$145K +372 +9%
SMH
2033
Sanders Morris Harris
Texas
$1.62M -$39K -100 -2%
MIP
2034
Marietta Investment Partners
Wisconsin
$1.62M +$390 +1 +0%
CFA
2035
CWS Financial Advisors
Michigan
$1.62M +$712K +1,826 +71%
PFG
2036
Prosperity Financial Group
California
$1.62M +$83K +213 +5%
KCFA
2037
Key Client Fiduciary Advisors
New Jersey
$1.62M -$13.3K -34 -0.8%
SGK
2038
Steigerwald Gordon & Koch
Virginia
$1.61M -$118K -302 -6%
SWA
2039
SFMG Wealth Advisors
Texas
$1.61M -$35.1K -90 -2%
TCB
2040
Texas Capital Bancshares
Texas
$1.61M -$45.2K -116 -3%
FFC
2041
First Financial Corp
Indiana
$1.61M +$93.9K +241 +6%
BIA
2042
Beacon Investment Advisors
Maryland
$1.61M +$8.96K +23 +0.5%
WIC
2043
Wilkins Investment Counsel
Massachusetts
$1.6M +$359K +920 +27%
CP
2044
Covenant Partners
Tennessee
$1.6M -$11.3K -29 -0.7%
LCM
2045
LCM Capital Management
Illinois
$1.6M +$15.6K +40 +0.9%
LWM
2046
Lodestone Wealth Management
Washington
$1.59M -$276K -708 -14%
SIA
2047
Soltis Investment Advisors
Utah
$1.59M -$5.46K -14 -0.3%
MCM
2048
Mainstream Capital Management
California
$1.58M +$1.57M +4,026 +1,360%
SI
2049
Saxon Interests
Texas
$1.58M -$786K -2,016 -32%
BBNA
2050
Bremer Bank National Association
Minnesota
$1.58M +$2.73K +7 +0.2%
80 81
82
83 84