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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2026
Investment Advisory Services
Texas
$19.9M -$148K -290 -0.8%
EWM
2027
Elevatus Welath Management
New York
$19.8M +$3.15M +6,175 +19%
CAM
2028
Costello Asset Management
Pennsylvania
$19.8M +$618K +1,211 +3%
BFA
2029
Bill Few Associates
Pennsylvania
$19.8M -$144K -283 -0.7%
JAM
2030
JCIC Asset Management
Ontario, Canada
$19.8M +$19.5M +38,207 New
AA
2031
Alta Advisers
United Kingdom
$19.8M – – –
TF
2032
Trek Financial
Arizona
$19.8M +$9.75M +19,115 +100%
LA
2033
LVW Advisors
New York
$19.8M +$2.02M +3,950 +12%
OIS
2034
Okabena Investment Services
Minnesota
$19.7M -$179K -350 -0.9%
VNA
2035
Valley National Advisers
Pennsylvania
$19.7M -$3.37M -6,610 -15%
SFG
2036
Snider Financial Group
Washington
$19.7M -$1.48M -2,898 -7%
AA
2037
Apriem Advisors
California
$19.6M -$440K -862 -2%
TBT
2038
Texas Bank & Trust
Texas
$19.6M -$68.9K -135 -0.4%
BA
2039
Baugh & Associates
Georgia
$19.4M -$556K -1,089 -3%
ADL
2040
Asset Dedication LLC
California
$19.4M -$470K -922 -2%
WIS
2041
Wright Investors Service
Connecticut
$19.4M -$1.1M -2,164 -5%
GCM
2042
Gibraltar Capital Management
Oklahoma
$19.3M -$1.01M -1,982 -5%
AT
2043
American Trust
Kentucky
$19.3M -$413K -809 -2%
BWM
2044
BNC Wealth Management
Oregon
$19.3M -$276K -542 -1%
MCM
2045
Mattern Capital Management
Colorado
$19.3M -$437K -856 -2%
FFS
2046
Fischer Financial Services
Pennsylvania
$19.2M -$119K -234 -0.6%
APWM
2047
Argonautica Private Wealth Management
Massachusetts
$19.2M -$41.8K -82 -0.2%
AF
2048
Apollon Financial
South Carolina
$19.2M +$782K +1,533 +4%
OCAM
2049
Owl Creek Asset Management
New York
$19.2M – – –
HCM
2050
Hall Capital Management
Rhode Island
$19.2M -$117K -230 -0.6%
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