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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
2026
Harrell Investment Partners
Texas
$14.5M -$22.6K -54 -0.1%
WA
2027
Wealth Alliance
New York
$14.5M -$1.3M -3,118 -7%
WAS
2028
WESPAC Advisors SoCal
California
$14.5M +$296K +707 +2%
MCM
2029
Manchester Capital Management
Vermont
$14.4M -$137K -327 -0.8%
OFG
2030
Oxford Financial Group
Indiana
$14.4M +$695K +1,661 +4%
NAM
2031
Nutshell Asset Management
United Kingdom
$14.4M +$4.62M +11,048 +40%
VI
2032
VectorGlobal IAG
Florida
$14.4M +$16.2M +38,832 New
TSM
2033
Two Star Manager
Florida
$14.4M -$4.07M -9,729 -20%
KI
2034
Kapitalo Investimentos
Brazil
$14.3M -$13.7M -32,652 -46%
GAM
2035
Grandview Asset Management
Pennsylvania
$14.3M -$820K -1,959 -5%
TNA
2036
True North Advisors
Texas
$14.3M +$880K +2,104 +6%
JWM
2037
Jupiter Wealth Management
Colorado
$14.3M -$819K -1,958 -5%
MA
2038
MSA Advisors
California
$14.3M +$1.05M +2,520 +7%
MCM
2039
Morton Capital Management
California
$14.3M +$141K +336 +0.9%
KFS
2040
Kurt F. Somerville
$14.3M -$8.97M -21,446 -36%
CCAM
2041
Codex Capital Asset Management
Texas
$14.3M – – –
WFG
2042
Wills Financial Group
Virginia
$14.3M -$81.2K -194 -0.5%
SFP
2043
Sandbox Financial Partners
Maryland
$14.3M -$548K -1,309 -3%
CCPM
2044
Cooper Creek Partners Management
New York
$14.3M +$1.72M +4,117 +12%
DE
2045
Diversified Enterprises
Delaware
$14.3M +$826K +1,975 +5%
FFS
2046
Fischer Financial Services
Pennsylvania
$14.3M +$518K +1,237 +3%
BI
2047
Bradyco Inc
Massachusetts
$14.3M +$5.27M +12,591 +49%
HIC
2048
Harbor Island Capital
Massachusetts
$14.3M – – –
BE
2049
Bonness Enterprises
District of Columbia
$14.2M -$20.9K -50 -0.1%
UAG
2050
United Advisor Group
Ohio
$14.2M +$2.41M +5,765 +18%
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