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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
2026
King Wealth Management Group
Florida
$270K +$67.9K +469 +30%
CC
2027
Courier Capital
New York
$269K -$32.6K -225 -10%
LSC
2028
Lesa Sroufe & Co
Washington
$269K -$2.17K -15 -0.7%
FTI
2029
Fiduciary Trust International
Massachusetts
$269K +$50K +345 +20%
MS
2030
Mizuho Securities
Japan
$269K +$297K +2,050 New
FDS
2031
First Dallas Securities
Texas
$267K -$435K -3,000 -60%
RGC
2032
Roberts, Glore & Co
Illinois
$267K -$24.6K -170 -8%
EWM
2033
Endurance Wealth Management
Rhode Island
$267K -$21.7K -150 -7%
EWF
2034
Epstein & White Financial
California
$267K +$36.8K +254 +14%
THWM
2035
Taylor Hoffman Wealth Management
Virginia
$267K +$196K +1,350 +196%
11A
2036
10-15 Associates
New York
$265K -$4.35K -30 -1%
RWM
2037
Raffa Wealth Management
District of Columbia
$264K -$85.3K -589 -23%
NWM
2038
Northwest Wealth Management
Iowa
$263K -$290K -2,003 -50%
JWM
2039
JGP Wealth Management
Oregon
$263K – – –
PC
2040
Pecaut & Co
Iowa
$263K – – –
MWPCG
2041
Measured Wealth Private Client Group
New Hampshire
$262K -$8.11K -56 -3%
SFM
2042
Systematic Financial Management
New Jersey
$262K – – –
RCM
2043
Requisite Capital Management
Texas
$262K +$290K +2,000 New
REFI
2044
Requisite Energy Fund I
Texas
$262K +$290K +2,000 New
SW
2045
SlateStone Wealth
Florida
$261K +$288K +1,990 New
SDWIA
2046
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$261K +$289K +1,994 New
HCM
2047
Hall Capital Management
Rhode Island
$260K -$35.9K -248 -11%
HCM
2048
Harvest Capital Management
New Hampshire
$259K -$10.9K -75 -4%
FNBSF
2049
First National Bank Sioux Falls
South Dakota
$259K +$54.3K +375 +23%
ME
2050
McIlrath & Eck
Washington
$258K -$8.26K -57 -3%
80 81
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