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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2026
Bedel Financial Consulting
Indiana
$11.9M -$26K -83 -0.2%
CNBTD
2027
Citizens National Bank Trust Department
Mississippi
$11.9M +$16K +51 +0.1%
UHC
2028
Union Heritage Capital
Michigan
$11.9M +$376K +1,200 +4%
HCM
2029
Hillman Capital Management
Maryland
$11.9M -$125K -400 -1%
RMAM
2030
Raab & Moskowitz Asset Management
New Jersey
$11.9M +$82.4K +263 +0.8%
WG
2031
Winton Group
United Kingdom
$11.9M +$4.41M +14,082 +68%
CCM
2032
Carlson Capital Management
Minnesota
$11.9M +$555K +1,772 +5%
SEEDPG
2033
S.E.E.D. Planning Group
New York
$11.9M +$497K +1,587 +5%
CPH
2034
C Partners Holding
Switzerland
$11.9M -$29M -92,629 -73%
AWM
2035
Aries Wealth Management
Maine
$11.9M -$118K -377 -1%
CF
2036
Centaurus Financial
California
$11.9M -$5.41M -17,272 -33%
FBT
2037
First Bank & Trust
South Dakota
$11.8M +$495K +1,578 +5%
IC
2038
Inscription Capital
Texas
$11.8M -$523K -1,668 -5%
TA
2039
Tiedemann Advisors
New York
$11.8M +$3.23M +10,316 +42%
XI
2040
XXEC Inc
Oklahoma
$11.8M -$219K -700 -2%
WCA
2041
Westover Capital Advisors
Delaware
$11.8M +$313 +1 +0%
LI
2042
Lafayette Investments
Maryland
$11.8M +$21.3K +68 +0.2%
AAMA
2043
Advanced Asset Management Advisors
Ohio
$11.8M -$80.2K -256 -0.7%
GFP
2044
Gryphon Financial Partners
Ohio
$11.8M -$376K -1,199 -3%
AWE
2045
Avidian Wealth Enterprises
Texas
$11.8M -$6.72M -21,451 -38%
FNBOMD
2046
First National Bank of Mount Dora
Florida
$11.7M -$451K -1,438 -4%
GDP
2047
Great Diamond Partners
Maine
$11.7M -$38.2K -122 -0.4%
SFM
2048
Sphera Funds Management
Israel
$11.7M -$6.37M -20,311 -37%
TAMH
2049
Taikang Asset Management (HK)
Hong Kong
$11.7M -$10.8M -34,304 -50%
FHCM
2050
Force Hill Capital Management
New York
$11.7M +$2.95M +9,400 +38%
80 81
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