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Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
2026
First Mercantile Trust
Tennessee
$5.05M -$2.38M -14,446 -31%
RCP
2027
Rothschild Capital Partners
New York
$5.05M – – –
IC
2028
Inscription Capital
Texas
$5.05M -$200K -1,216 -4%
MMPW
2029
Mitchell McLeod Pugh & Williams
Alabama
$5.04M +$447K +2,718 +9%
LFGH
2030
Lee Financial Group Hawaii
Hawaii
$5.04M +$588K +3,577 +13%
MDSL
2031
M.D. Sass LLC
New York
$5.04M -$3.51M -21,350 -40%
KFP
2032
Keystone Financial Planning
Ohio
$5.04M -$47.9K -291 -0.9%
CT
2033
Columbia Trust
Oregon
$5.04M -$1.03M -6,237 -16%
MCA
2034
Morris Capital Advisors
Pennsylvania
$5.04M -$192K -1,168 -4%
BCA
2035
Bray Capital Advisors
Florida
$5.03M +$27.1K +165 +0.5%
AWM
2036
Aevitas Wealth Management
Massachusetts
$5.03M -$225K -1,369 -4%
HWM
2037
Hohimer Wealth Management
Washington
$5.03M +$100K +609 +2%
RA
2038
RFG Advisory
Alabama
$5.03M +$415K +2,526 +9%
NCM
2039
Northwest Capital Management
Oregon
$5.03M +$314K +1,911 +6%
SMFS
2040
Squar Milner Financial Services
California
$5.02M +$177K +1,077 +4%
MIC
2041
MU Investments Company
Japan
$4.99M +$204K +1,240 +4%
LPIC
2042
LeJeune Puetz Investment Counsel
Michigan
$4.99M -$342K -2,080 -6%
NP
2043
NorthRock Partners
Minnesota
$4.98M -$2.04M -12,424 -28%
UCMOK
2044
United Capital Management of KS
Kansas
$4.97M +$571K +3,473 +12%
CNBTD
2045
Citizens National Bank Trust Department
Mississippi
$4.96M +$5.18M +31,479 New
VCM
2046
Versant Capital Management
Arizona
$4.96M +$92.6K +563 +2%
AWM
2047
Affinity Wealth Management
Delaware
$4.95M +$120K +730 +3%
PWP
2048
Principle Wealth Partners
Connecticut
$4.95M -$216K -1,316 -4%
PWSG
2049
Pacific Wealth Strategies Group
California
$4.95M -$11.7K -71 -0.2%
MC
2050
Mathes Company
New York
$4.95M -$696K -4,235 -12%
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82
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