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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1951
Titan Investment Management
Indiana
$17.9M +$3.29K +16 +0%
SI
1952
Sora Investors
Pennsylvania
$17.9M +$18.4M +89,310 New
MFS
1953
Mattson Financial Services
Michigan
$17.9M +$3.49M +16,981 +25%
MTWSIF
1954
Mivtachim The Workers Social Insurance Fund
Israel
$17.8M +$4.67M +22,700 +34%
WC
1955
Westwind Capital
New Mexico
$17.8M -$2.28M -11,085 -11%
LCM
1956
LVM Capital Management
Michigan
$17.8M +$44.2K +215 +0.2%
SMA
1957
Seven Mile Advisory
New Jersey
$17.8M -$1.01M -4,895 -5%
FWA
1958
FSM Wealth Advisors
Ohio
$17.8M +$1.86M +9,031 +11%
LWM
1959
Liberty Wealth Management
California
$17.7M – – –
APP
1960
Avantax Planning Partners
Iowa
$17.7M -$898K -4,369 -5%
OFG
1961
Oxford Financial Group
Indiana
$17.6M -$5.58M -27,153 -24%
CM
1962
Cercano Management
Washington
$17.6M -$110M -535,855 -86%
ML
1963
Maniro Ltd
$17.5M +$10.8M +52,311 +148%
KM
1964
KP Management
Minnesota
$17.5M -$1.03M -5,000 -5%
LWM
1965
Long Walk Management
Connecticut
$17.5M +$18M +87,500 New
FFBTD
1966
First Financial Bank - Trust Division
Ohio
$17.5M +$4.34M +21,129 +32%
MWA
1967
Meridian Wealth Advisors
Texas
$17.5M +$629K +3,058 +4%
RAM
1968
Riggs Asset Management
Pennsylvania
$17.4M -$124K -603 -0.7%
MAWA
1969
Moss Adams Wealth Advisors
Washington
$17.4M +$884K +4,300 +5%
EWM
1970
EPG Wealth Management
Georgia
$17.4M -$165K -802 -0.9%
GAG
1971
Goodman Advisory Group
Massachusetts
$17.4M +$2.38M +11,569 +15%
SOAM
1972
SBI Okasan Asset Management
Japan
$17.4M +$199K +966 +1%
TTWM
1973
TCV Trust & Wealth Management
Virginia
$17.4M +$571K +2,777 +3%
ATC
1974
Adirondack Trust Company
New York
$17.3M -$255K -1,240 -1%
RP
1975
RIHO Partners
Arizona
$17.3M +$4.34M +21,127 +32%