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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Sawyer & Company
Massachusetts
$8.08M -$285K -1,227 -3%
HW
2027
Hamilton Wealth
California
$8.08M +$257K +1,109 +3%
SC
2028
Searle & Co
Connecticut
$8.07M +$12.3K +53 +0.2%
MYIA
2029
Mount Yale Investment Advisors
Colorado
$8.07M +$2.24M +9,647 +39%
MC
2030
Miramar Capital
Illinois
$8.07M -$252K -1,088 -3%
BCA
2031
Bay Colony Advisors
Massachusetts
$8.05M +$2.62M +11,296 +49%
HBWM
2032
Hollow Brook Wealth Management
New York
$8.05M -$798K -3,439 -9%
SCM
2033
Sitrin Capital Management
California
$8.04M +$44.3K +191 +0.6%
CFG
2034
Cooper Financial Group
California
$8.04M -$1.68M -7,221 -17%
MS
2035
Marshall & Sullivan
Washington
$8.03M +$6.05M +26,095 +328%
ATFA
2036
All Terrain Financial Advisors
Minnesota
$8.02M -$58.9K -254 -0.7%
HA
2037
Hamel Associates
New Jersey
$8.02M -$459K -1,977 -5%
NDSI
2038
Newman Dignan & Sheerar Inc
Rhode Island
$8.01M -$627K -2,701 -7%
AWMT
2039
AAFMAA Wealth Management & Trust
North Carolina
$8M +$2.02M +8,722 +35%
BAM
2040
Brave Asset Management
New Jersey
$8M +$158K +680 +2%
NCM
2041
Northwest Capital Management
Oregon
$7.99M +$2.09K +9 +0%
GLAM
2042
Gardner Lewis Asset Management
Pennsylvania
$7.98M +$2.88M +12,429 +58%
CFG
2043
Cambridge Financial Group
Ohio
$7.98M +$916K +3,950 +13%
RFMS
2044
RWQ Financial Management Services
Florida
$7.98M +$1.55M +6,670 +25%
PL
2045
Plancorp LLC
Missouri
$7.96M -$779K -3,357 -9%
TP
2046
Tranquility Partners
Tennessee
$7.96M +$20.4K +88 +0.3%
TWA
2047
TCI Wealth Advisors
Arizona
$7.94M -$116K -498 -1%
FTB
2048
First Trust Bank
Bahamas
$7.94M – – –
IIA
2049
IPG Investment Advisors
California
$7.93M -$1.15M -4,976 -13%
HI
2050
Hendershot Investments
Virginia
$7.92M -$32.5K -140 -0.4%
80 81
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