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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2026
Access Financial Services
Minnesota
-$691K -4,681 Closed
VCM
2027
Virtue Capital Management
Tennessee
-$681K -4,617 Closed
ED
2028
Exane Derivatives
France
-$641K -4,267 Closed
PWS
2029
Paragon Wealth Strategies
Florida
-$602K -4,081 Closed
ICM
2030
IMS Capital Management
Oregon
-$567K -3,842 Closed
BRG
2031
Bay Rivers Group
Virginia
-$500K -3,391 Closed
MYLI
2032
Meiji Yasuda Life Insurance
Japan
-$473K -3,206 Closed
PRC
2033
Pearl River Capital
Michigan
-$459K -3,113 Closed
ARMT
2034
Amica Retiree Medical Trust
Rhode Island
-$451K -3,058 Closed
SMH
2035
Sanders Morris Harris
Texas
-$462K -2,978 Closed
BWP
2036
Bernardo Wealth Planning
Pennsylvania
-$427K -2,896 Closed
DWM
2037
Dakota Wealth Management
Florida
-$427K -2,892 Closed
CWM
2038
Chronos Wealth Management
Florida
-$418K -2,831 Closed
RIM
2039
Redwood Investment Management
Arizona
-$412K -2,791 Closed
MSR
2040
Main Street Research
Connecticut
-$378K -2,562 Closed
IC
2041
Inverness Counsel
New York
-$374K -2,536 Closed
PA
2042
Perennial Advisors
New York
-$364K -2,470 Closed
PWPS
2043
Pinnacle Wealth Planning Services
Ohio
-$363K -2,465 Closed
MWM
2044
Merriman Wealth Management
Washington
-$354K -2,398 Closed
MS
2045
Mizuho Securities
Japan
-$348K -2,356 Closed
OC
2046
Oarsman Capital
Wisconsin
-$345K -2,338 Closed
FDS
2047
Freedom Day Solutions
Texas
-$325K -2,201 Closed
NCM
2048
Northside Capital Management
Oregon
-$324K -2,196 Closed
QSS
2049
Quantitative Systematic Strategies
Florida
-$316K -2,143 Closed
TFF
2050
The Family Firm
Maryland
-$307K -2,083 Closed