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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Versant Capital Management
Arizona
$2.76M +$8.68K +81 +0.3%
PWA
2027
Providence Wealth Advisors
Illinois
$2.76M -$97.2K -907 -3%
AWM
2028
Aries Wealth Management
Maine
$2.76M -$33.1K -309 -1%
FIM
2029
Fruth Investment Management
Texas
$2.76M -$102K -950 -3%
IWP
2030
Icon Wealth Partners
Texas
$2.76M -$12.7K -119 -0.4%
RBFC
2031
Roman Butler Fullerton & Co
Missouri
$2.76M +$2.85M +26,599 New
GI
2032
GS Investments
Minnesota
$2.75M +$441K +4,120 +18%
BS
2033
Bessemer Securities
New York
$2.75M +$2.9M +27,090 New
MCP
2034
Martin Capital Partners
Oregon
$2.75M +$230K +2,146 +9%
BCA
2035
Bray Capital Advisors
Florida
$2.75M +$368K +3,435 +15%
HCM
2036
Hengehold Capital Management
Ohio
$2.75M +$27.1K +253 +0.9%
IIA
2037
IPG Investment Advisors
California
$2.74M +$231K +2,156 +9%
CIA
2038
CSat Investment Advisory
Michigan
$2.73M -$550K -5,137 -16%
CFGS
2039
Concourse Financial Group Securities
Alabama
$2.73M +$1.87M +17,480 +185%
ARMC
2040
American Research & Management Company
Massachusetts
$2.73M -$102K -950 -3%
HI
2041
Human Investing
Oregon
$2.73M +$2.88M +26,841 New
AIM
2042
AMI Investment Management
Indiana
$2.72M – – –
KC
2043
Knuff & Co
California
$2.71M +$2.86M +26,725 New
WA1
2044
Wimmer Associates 1
California
$2.71M +$13.2K +123 +0.5%
JDR
2045
Jay D. Rosenbaum
$2.71M -$111K -1,040 -4%
ATC
2046
Adirondack Trust Company
New York
$2.71M +$55.2K +515 +2%
AIM
2047
Aspen Investment Management
Michigan
$2.7M -$56.2K -525 -2%
AWP
2048
Ascent Wealth Partners
New York
$2.7M +$455K +4,244 +19%
SCM
2049
Southport Capital Management
Tennessee
$2.7M +$1.22M +11,360 +75%
S
2050
SimplyRich
California
$2.69M -$40.3K -376 -1%
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