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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Vigilant Capital Management
Maine
$257K +$29K +540 +13%
RICHC
2027
Renaissance Investment Consultants Holding Company
Pennsylvania
$257K +$250K +4,644 New
WTFG
2028
Wells Trecaso Financial Group
Ohio
$256K -$1.29K -24 -0.5%
WS
2029
Wela Strategies
Georgia
$256K – – –
CWAG
2030
Compton Wealth Advisory Group
Virginia
$255K -$14.2K -264 -5%
OAM
2031
Oak Asset Management
California
$255K – – –
PR
2032
Payden & Rygel
California
$255K – – –
TH
2033
Timber Hill
Connecticut
$255K +$247K +4,600 New
MWM
2034
MBE Wealth Management
Wisconsin
$255K +$248K +4,618 New
AP
2035
Arlington Partners
Alabama
$254K +$5.38K +100 +2%
WAM
2036
Weiss Asset Management
Massachusetts
$253K -$22.1K -411 -8%
AAP
2037
Arax Advisory Partners
Colorado
$252K -$29K -540 -11%
OCM
2038
Orser Capital Management
Texas
$251K +$10.8K +200 +5%
BL
2039
Balentine LLC
Georgia
$251K +$149K +2,769 +156%
AA
2040
Advisory Alpha
Michigan
$251K -$16.7K -311 -7%
PAM
2041
Private Asset Management
California
$249K -$163K -3,029 -40%
ACM
2042
Alethea Capital Management
Washington
$249K – – –
GWAG
2043
Garrett Wealth Advisory Group
Texas
$249K – – –
TFGT
2044
TS Financial Group (TSFG)
Illinois
$249K – – –
IUHSA
2045
Itau Unibanco Holding S.A.
Brazil
$248K -$685K -12,741 -74%
TCPWM
2046
Traverso Chambers Private Wealth Management
California
$247K -$12.4K -230 -5%
ANB
2047
Amarillo National Bank
Texas
$247K – – –
HAC
2048
Harbor Advisory Corp
New Hampshire
$247K – – –
TC
2049
Trust Company
Kansas
$247K – – –
FIM
2050
Fernwood Investment Management
Massachusetts
$246K -$10.8K -200 -4%
80 81
82
83 84