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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2026
Ethos Financial Group
Pennsylvania
$4.62M +$212K +331 +5%
BAM
2027
Bell Asset Management
Australia
$4.62M -$3.95M -6,168 -43%
AI
2028
AXS Investments
New York
$4.61M -$1.12M -1,745 -18%
KCM
2029
Kathmere Capital Management
Pennsylvania
$4.61M +$1.14M +1,780 +28%
JWM
2030
Jupiter Wealth Management
Colorado
$4.61M -$128K -200 -3%
TAP
2031
Tounjian Advisory Partners
Florida
$4.6M -$323K -504 -6%
MA
2032
Modus Advisors
Minnesota
$4.59M +$1.15M +1,788 +29%
AF
2033
Arrow Financial
New York
$4.58M +$185K +288 +4%
BRCM
2034
Bright Rock Capital Management
Massachusetts
$4.58M – – –
KM
2035
KP Management
Minnesota
$4.58M +$641K +1,000 +14%
ADL
2036
Asset Dedication LLC
California
$4.58M -$479K -747 -9%
FIC
2037
FCG Investment Company
Tennessee
$4.57M +$5.12M +7,987 New
EGA
2038
E&G Advisors
Texas
$4.56M +$53.2K +83 +1%
RFMS
2039
RWQ Financial Management Services
Florida
$4.56M -$16.1M -25,080 -76%
EM
2040
Excalibur Management
Massachusetts
$4.56M +$19.9K +31 +0.4%
IIC
2041
Ironwood Investment Counsel
Arizona
$4.55M -$568K -887 -10%
MFA
2042
Mayflower Financial Advisors
Massachusetts
$4.54M +$44.2K +69 +0.9%
CPW
2043
Catalyst Private Wealth
California
$4.54M -$1.1M -1,715 -18%
ITIM
2044
Indiana Trust & Investment Management
Indiana
$4.52M -$965K -1,505 -16%
OCM
2045
Olstein Capital Management
New York
$4.52M +$1.41M +2,200 +39%
SI
2046
Saxon Interests
Texas
$4.52M -$294K -459 -5%
MCC
2047
Money Concepts Capital
Florida
$4.51M -$88.4K -138 -2%
BCM
2048
Barrier Capital Management
California
$4.51M +$3.36M +5,240 +198%
SC
2049
SummitTX Capital
Texas
$4.51M +$3.55M +5,544 +237%
MCM
2050
M1 Capital Management
Michigan
$4.51M +$10.3K +16 +0.2%
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