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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Selway Asset Management
$14.3M +$54.5K +153 +0.4%
TPA
2027
Trivium Point Advisory
Connecticut
$14.3M +$131K +369 +1%
SWK
2028
Stephen W. Kidder
$14.3M -$268K -754 -2%
CIAS
2029
Capital Investment Advisory Services
North Carolina
$14.2M -$1.78M -4,995 -12%
IA
2030
IFG Advisory
Georgia
$14.2M -$488K -1,370 -3%
PCA
2031
Providence Capital Advisors
North Carolina
$14.2M +$149K +418 +1%
FWP
2032
FAS Wealth Partners
Kansas
$14.2M +$884K +2,484 +7%
HCM
2033
Huber Capital Management
California
$14.2M -$6.02M -16,900 -31%
RIA
2034
Realta Investment Advisors
Delaware
$14.2M +$38.8K +109 +0.3%
TWM
2035
TLW Wealth Management
Florida
$14.2M -$747K -2,100 -5%
FCA
2036
FinTrust Capital Advisors
South Carolina
$14.1M +$221K +620 +2%
HCPC
2037
Hamilton Capital Partners (Canada)
$14.1M +$13.4M +37,546 New
IIA
2038
IPG Investment Advisors
California
$14.1M +$753K +2,115 +6%
IC
2039
Inscription Capital
Texas
$14.1M +$1.42M +3,978 +12%
M
2040
Mirova
France
$14.1M -$65.5K -184 -0.5%
LA
2041
LM Advisors
California
$14.1M +$13.1M +36,909 New
BMWM
2042
Brown Miller Wealth Management
Virginia
$14M +$221K +620 +2%
GLR
2043
Great Lakes Retirement
Ohio
$14M +$1.2M +3,364 +10%
ST
2044
Somerset Trust
Pennsylvania
$14M -$983K -2,761 -7%
WCA
2045
Westover Capital Advisors
Delaware
$14M +$980K +2,752 +8%
SP
2046
Stonebrook Private
Michigan
$13.9M +$13.2M +37,035 New
HCM
2047
Hall Capital Management
Rhode Island
$13.9M -$219K -616 -2%
SWIG
2048
Strategic Wealth Investment Group
Kentucky
$13.9M +$1.54M +4,336 +13%
AFG
2049
Atomi Financial Group
New York
$13.9M +$6.26M +17,592 +91%
MCM
2050
Manchester Capital Management
Vermont
$13.9M +$427K +1,201 +3%
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