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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2026
Empirical Asset Management
Massachusetts
$4.19M -$1.19M -1,849 -20%
FIB
2027
First Interstate Bank
Montana
$4.19M +$2.86M +4,435 +157%
AWCI
2028
Alpine Woods Capital Investors
New York
$4.18M -$946K -1,467 -17%
MW
2029
Marcum Wealth
Ohio
$4.17M +$168K +261 +4%
PCTC
2030
Perkins Coie Trust Company
Washington
$4.14M +$204K +316 +5%
WEG
2031
World Equity Group
Illinois
$4.13M -$3.5M -5,432 -43%
AR
2032
Advisory Research
Illinois
$4.12M +$3.59M +5,557 +348%
PPWM
2033
Paragon Private Wealth Management
Kentucky
$4.12M +$677K +1,050 +17%
DWM
2034
Destination Wealth Management
California
$4.11M +$235K +364 +5%
FMB
2035
Field & Main Bank
Kentucky
$4.11M -$166K -257 -3%
RMA
2036
Roffman Miller Associates
Pennsylvania
$4.11M +$115K +179 +3%
MFA
2037
Mayflower Financial Advisors
Massachusetts
$4.11M +$132K +205 +3%
FI
2038
Finivi Inc
Massachusetts
$4.1M +$152K +236 +3%
BCM
2039
Bayesian Capital Management
New York
$4.09M +$4.58M +7,100 New
WP
2040
WealthPLAN Partners
Nebraska
$4.07M -$135K -209 -3%
CRI
2041
Colonial River Investments
Virginia
$4.07M +$2.6M +4,028 +133%
EWA
2042
Evolution Wealth Advisors
Florida
$4.07M +$1.46M +2,269 +47%
TWM
2043
Tanager Wealth Management
United Kingdom
$4.07M -$994K -1,540 -18%
FFO
2044
Fiduciary Family Office
Florida
$4.05M +$4.4M +6,820 +3,410%
GHA
2045
Granite Harbor Advisors
Texas
$4.04M +$259K +401 +6%
SIA
2046
SGL Investment Advisors
Montana
$4.04M +$36.8K +57 +0.9%
ICM
2047
III Capital Management
Florida
$4.03M -$645K -1,000 -13%
CGH
2048
Contrarius Group Holdings
Bermuda
$4.02M -$128M -198,432 -97%
LS
2049
Leelyn Smith
Illinois
$4.02M +$4.5M +6,969 New
LJAC
2050
L.J. Altfest & Co
New York
$4.02M -$1.42M -2,206 -24%