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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
2026
Timber Creek Capital Management
Massachusetts
$16.7M +$179K +420 +1%
AWE
2027
Avidian Wealth Enterprises
Texas
$16.7M +$272K +639 +2%
BA
2028
Birinyi Associates
Connecticut
$16.6M -$639K -1,501 -4%
MWA
2029
Moser Wealth Advisors
Washington
$16.6M -$424K -995 -2%
GMFG
2030
Greater Midwest Financial Group
Minnesota
$16.6M +$2.16M +5,061 +15%
EA
2031
Enclave Advisors
Texas
$16.6M -$735K -1,725 -4%
DTC
2032
Davidson Trust Company
Washington
$16.6M +$416K +976 +3%
GAM
2033
Grandview Asset Management
Pennsylvania
$16.5M +$16.7M +39,261 New
SC
2034
Savoie Capital
Illinois
$16.5M – – –
CA
2035
CoreCap Advisors
Michigan
$16.5M -$327K -768 -2%
ACP
2036
Aviance Capital Partners
Florida
$16.5M +$539K +1,266 +3%
SC
2037
Searle & Co
Connecticut
$16.5M +$276K +647 +2%
SGA
2038
Strategic Global Advisors
California
$16.5M -$2.37M -5,575 -12%
GSEP
2039
Golden State Equity Partners
California
$16.5M -$318K -746 -2%
TIP
2040
Torray Investment Partners
Maryland
$16.4M +$210K +494 +1%
CCAM
2041
Codex Capital Asset Management
Texas
$16.4M – – –
HTIM
2042
Harbour Trust & Investment Management
Indiana
$16.4M +$648K +1,522 +4%
TL
2043
Tradewinds LLC
North Carolina
$16.4M +$254K +596 +2%
MCM
2044
Mattern Capital Management
Colorado
$16.4M +$144K +337 +0.9%
RWA
2045
Roberts Wealth Advisors
California
$16.4M +$37.9K +89 +0.2%
OSNBOA
2046
Old Second National Bank of Aurora
Illinois
$16.4M -$18.3K -43 -0.1%
AO
2047
Advisor OS
Illinois
$16.4M +$37.5K +88 +0.2%
SAM
2048
Shikiar Asset Management
New York
$16.3M -$39.2K -92 -0.2%
PCR
2049
Potrero Capital Research
California
$16.3M – – –
HWMO
2050
Heritage Wealth Management (Ohio)
Ohio
$16.3M -$262K -616 -2%
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