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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2026
Ellsworth Advisors
Ohio
$16.6M -$583K -2,835 -4%
AAM
2027
AR Asset Management
California
$16.6M +$85.3K +415 +0.5%
CFO
2028
CVA Family Office
Colorado
$16.6M +$21.6K +105 +0.1%
OPW
2029
Oxler Private Wealth
New York
$16.6M -$210K -1,023 -1%
CT
2030
Colonial Trust
South Carolina
$16.6M +$187K +909 +1%
LDB
2031
Lee, Danner & Bass
Tennessee
$16.6M +$695K +3,382 +4%
ACG
2032
Allen Capital Group
Nebraska
$16.5M +$344K +1,675 +2%
SCM
2033
Sone Capital Management
New York
$16.5M +$1.1M +5,328 +7%
WW
2034
Windle Wealth
Oklahoma
$16.5M +$22.2K +108 +0.1%
CW
2035
Channel Wealth
California
$16.4M +$1.58M +7,662 +10%
SIAP
2036
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16.4M +$297K +1,446 +2%
SPFSPD
2037
Sava Pension Fund (Sava Penzisko Drushtvo)
$16.4M +$10.7M +51,939 +101%
BMCM
2038
Bryn Mawr Capital Management
Pennsylvania
$16.4M +$1.49M +7,225 +10%
HFS
2039
Howard Financial Services
Texas
$16.4M -$269K -1,307 -2%
ST
2040
Spinnaker Trust
Maine
$16.4M +$764K +3,714 +5%
CNC
2041
Citizens & Northern Corp
Pennsylvania
$16.4M -$184K -895 -1%
FI
2042
Firetrail Investments
Australia
$16.4M -$432K -2,100 -2%
BC
2043
Barrett & Company
Rhode Island
$16.4M +$3.55M +17,275 +27%
FWM
2044
Finer Wealth Management
Massachusetts
$16.3M -$238K -1,157 -1%
MC
2045
Middleton & Co
Massachusetts
$16.3M +$1.61M +7,854 +11%
ANBT
2046
American National Bank & Trust
Texas
$16.3M +$654K +3,179 +4%
CPWA
2047
Cerro Pacific Wealth Advisors
California
$16.3M -$179K -872 -1%
PAM
2048
Pegasus Asset Management
New York
$16.3M -$45.4K -221 -0.3%
PFM
2049
Privium Fund Management
Netherlands
$16.2M – – –
NGA
2050
Naples Global Advisors
Florida
$16.2M +$763K +3,709 +5%