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Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
2026
Harbour Trust & Investment Management
Indiana
$16.1M +$1.38M +3,217 +9%
ACM
2027
Avalon Capital Management
California
$16.1M -$257K -601 -2%
HBWM
2028
Hollow Brook Wealth Management
New York
$16M +$486K +1,136 +3%
RCA
2029
Resonant Capital Advisors
Wisconsin
$16M +$671K +1,569 +4%
HCA
2030
Horan Capital Advisors
Ohio
$16M -$146K -341 -0.9%
WA
2031
WBH Advisory
Maryland
$15.9M -$171K -401 -1%
RWA
2032
Roberts Wealth Advisors
California
$15.9M +$225K +527 +1%
AF
2033
Ally Financial
Michigan
$15.9M +$13.7M +32,000 +640%
TWM
2034
TLW Wealth Management
Florida
$15.9M -$91.9K -215 -0.6%
EBT
2035
Enterprise Bank & Trust
Massachusetts
$15.9M +$226K +529 +1%
WKWM
2036
Walter & Keenan Wealth Management
Indiana
$15.9M +$45.7K +107 +0.3%
PWP
2037
Pursue Wealth Partners
California
$15.9M +$2.57M +6,003 +19%
HIP
2038
Harrell Investment Partners
Texas
$15.8M -$341K -798 -2%
CCWA
2039
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M +$1.56M +3,654 +11%
BCA
2040
Bay Colony Advisors
Massachusetts
$15.8M +$314K +735 +2%
UWM
2041
Udine Wealth Management
Florida
$15.8M +$295K +690 +2%
EIM
2042
Ervin Investment Management
Washington
$15.8M -$219K -513 -1%
SAM
2043
Selway Asset Management
$15.8M -$21.4K -50 -0.1%
NIP
2044
Nicholas Investment Partners
California
$15.7M -$1.35M -3,148 -8%
MS
2045
Marshall & Sullivan
Washington
$15.7M -$260K -608 -2%
PGA
2046
Portland Global Advisors
Maine
$15.7M +$124K +290 +0.8%
PTP
2047
Platform Technology Partners
New York
$15.7M -$174K -406 -1%
CIAS
2048
Capital Investment Advisory Services
North Carolina
$15.7M +$205K +479 +1%
LA
2049
LM Advisors
California
$15.7M +$156K +364 +1%
RRA
2050
Round Rock Advisors
Connecticut
$15.7M +$86.3K +202 +0.6%
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