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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
2026
Wimmer Associates 1
California
$3.15M -$327 -3 -0%
NFG
2027
Nadler Financial Group
Illinois
$3.14M -$108K -990 -4%
JDR
2028
Jay D. Rosenbaum
$3.13M -$9.27K -85 -0.3%
LCM
2029
Laurion Capital Management
New York
$3.13M +$2.89M +26,513 New
AIM
2030
Aspen Investment Management
Michigan
$3.13M -$11.7K -107 -0.4%
SCM
2031
Southport Capital Management
Tennessee
$3.12M -$14.1K -129 -0.5%
DMC
2032
Drexel Morgan & Co
Pennsylvania
$3.11M +$47.7K +437 +2%
HCA
2033
Harbour Capital Advisors
Virginia
$3.1M -$8.18K -75 -0.3%
FI
2034
Fosun International
China
$3.08M -$2.47M -22,623 -46%
NPP
2035
New Potomac Partners
Maryland
$3.08M -$197K -1,810 -6%
CIA
2036
CSat Investment Advisory
Michigan
$3.08M -$93.3K -855 -3%
LAIC
2037
Lederer & Associates Investment Counsel
California
$3.07M -$575K -5,274 -17%
LC
2038
Lourd Capital
California
$3.06M -$646K -5,923 -19%
FIM
2039
Fruth Investment Management
Texas
$3.05M -$139K -1,275 -5%
PIM
2040
Platinum Investment Management
Australia
$3.05M +$287K +2,635 +11%
RFA
2041
Reilly Financial Advisors
California
$3.04M +$111K +1,021 +4%
HI
2042
Human Investing
Oregon
$3.04M -$119K -1,094 -4%
BCWM
2043
Blue Chip Wealth Management
Florida
$3.03M +$18.7K +171 +0.7%
CWS
2044
Cypress Wealth Services
California
$3.03M +$395K +3,617 +16%
PL
2045
Plancorp LLC
Missouri
$3.02M +$306K +2,801 +12%
PV
2046
Private Vista
Illinois
$3.02M +$10.7K +98 +0.4%
IWC
2047
Integrated Wealth Concepts
Massachusetts
$3.02M +$558K +5,111 +25%
SIM
2048
Stratos Investment Management
Ohio
$3.02M +$2.79M +25,563 New
SSA
2049
South Street Advisors
New York
$3M +$538K +4,930 +24%
TPA
2050
Trivium Point Advisory
Connecticut
$3M +$229K +2,100 +9%
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