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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2026
Dillon & Associates
Michigan
$238K
AAS
2027
Annex Advisory Services
Wisconsin
$238K +$7.34K +104 +3%
JMH
2028
J.M. Hartwell
New York
$237K
SHCM
2029
Stokes & Hubbell Capital Management
Louisiana
$236K -$20.6K -292 -8%
PFA
2030
Paradigm Financial Advisors
Missouri
$236K -$15.5K -220 -6%
CCM
2031
Carlson Capital Management
Minnesota
$236K -$7.41K -105 -3%
KCM
2032
Kendall Capital Management
Maryland
$236K
AAM
2033
American Asset Management
Florida
$236K +$7.41K +105 +3%
OBWP
2034
O'Brien Wealth Partners
Massachusetts
$235K
NS
2035
NewDay Solutions
New Hampshire
$235K +$227K +3,218 New
VAM
2036
Visionary Asset Management
Texas
$234K -$2.81M -39,818 -93%
NWS
2037
Newport Wealth Strategies
California
$234K +$228K +3,227 New
SIP
2038
Stoneridge Investment Partners
Pennsylvania
$233K -$26K -368 -10%
BWFA
2039
Baltimore-Washington Financial Advisors
Maryland
$233K -$7.34K -104 -3%
DE
2040
Day & Ennis
Georgia
$233K -$706 -10 -0.3%
WA
2041
WealthTrust-Arizona
Arizona
$233K
CPA
2042
Clear Perspective Advisors
Illinois
$229K -$71.4K -1,012 -24%
RR
2043
Robotti Robert
$229K
NC
2044
NewSquare Capital
Pennsylvania
$229K +$7.62K +108 +4%
ZDA
2045
Zweig-DiMenna Associates
New York
$229K +$222K +3,144 New
DIM
2046
Delta Investment Management
California
$228K +$221K +3,129 New
BP
2047
BBR Partners
New York
$226K +$218K +3,095 New
HPIA
2048
Hamilton Point Investment Advisors
North Carolina
$225K +$9.11K +129 +4%
ATIA
2049
American Trust Investment Advisors
New Hampshire
$224K
HC
2050
HNP Capital
New York
$224K +$217K +3,072 New