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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2026
Harrington Investments
California
$6.39M +$63.7K +351 +1%
LWMM
2027
Legacy Wealth Management (Mississippi)
Mississippi
$6.37M +$154K +849 +3%
CIP
2028
Convergence Investment Partners
Florida
$6.36M -$650K -3,579 -10%
HCM
2029
Highlander Capital Management
New Jersey
$6.36M – – –
HCA
2030
Harbour Capital Advisors
Virginia
$6.36M +$490K +2,702 +9%
PWSG
2031
Pacific Wealth Strategies Group
California
$6.36M -$24.9K -137 -0.4%
F
2032
Filament
Washington
$6.35M -$168K -924 -3%
N
2033
Natixis
France
$6.35M -$406M -2,235,732 -99%
LPIC
2034
LeJeune Puetz Investment Counsel
Michigan
$6.35M -$77.1K -425 -1%
TCM
2035
Tandem Capital Management
New Jersey
$6.34M -$705K -3,885 -11%
HCM
2036
Hillman Capital Management
Maryland
$6.34M -$33.9K -187 -0.6%
IIA
2037
IPG Investment Advisors
California
$6.33M -$1.29M -7,106 -19%
CA
2038
Claro Advisors
Massachusetts
$6.31M +$259K +1,429 +5%
HCM
2039
Hollencrest Capital Management
California
$6.3M +$125K +689 +2%
SFP
2040
Shepherd Financial Partners
Massachusetts
$6.3M -$412K -2,270 -7%
LCM
2041
Liberty Capital Management
Michigan
$6.29M +$908 +5 +0%
PCR
2042
Potrero Capital Research
California
$6.29M +$1.16M +6,400 +26%
EW
2043
Evoke Wealth
California
$6.28M +$94.8K +522 +2%
RA
2044
RFG Advisory
Alabama
$6.27M -$196K -1,081 -3%
BFC
2045
Bedel Financial Consulting
Indiana
$6.26M -$329K -1,815 -6%
RMAM
2046
Raab & Moskowitz Asset Management
New Jersey
$6.25M +$147K +809 +3%
FFG
2047
Frisch Financial Group
New York
$6.24M -$90.2K -497 -2%
BWM
2048
BerganKDV Wealth Management
Minnesota
$6.24M -$79.9K -440 -1%
MIC
2049
Meridian Investment Counsel
California
$6.24M +$22.7K +125 +0.4%
B
2050
Bellecapital
Switzerland
$6.24M +$405K +2,231 +8%
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82
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