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Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
2026
Triasima Portfolio Management
Quebec, Canada
$604K -$2.24M -118,870 -75%
SCM
2027
Stonebridge Capital Management
California
$603K -$925K -49,000 -55%
KPW
2028
Kore Private Wealth
New York
$602K +$13K +690 +2%
MA
2029
Modus Advisors
Minnesota
$600K +$193K +10,210 +35%
AG
2030
Algert Global
California
$598K +$87.6K +4,640 +13%
GFS
2031
GYL Financial Synergies
Connecticut
$597K -$13.2K -700 -2%
BONH
2032
Bank of New Hampshire
New Hampshire
$594K -$152K -8,030 -17%
RSC
2033
Red Spruce Capital
Pennsylvania
$592K – – –
LCS
2034
Levin Capital Strategies
New York
$591K +$340K +18,000 +86%
FAFN
2035
First Affirmative Financial Network
Colorado
$589K -$22.6K -1,200 -3%
NCM
2036
Novare Capital Management
North Carolina
$589K +$434K +23,000 +145%
PCS
2037
Personal CFO Solutions
New Jersey
$588K -$115K -6,080 -14%
ED
2038
Exane Derivatives
France
$587K -$1.16M -61,530 -61%
CIP
2039
Convergence Investment Partners
Florida
$586K -$10.9K -580 -1%
MCWA
2040
Meadow Creek Wealth Advisors
Georgia
$585K -$53K -2,810 -7%
CSB
2041
City State Bank
Iowa
$585K -$17K -900 -2%
UWM
2042
Urban Wealth Management
California
$584K +$727K +38,530 New
FPA
2043
First Pacific Advisors
California
$583K – – –
SAM
2044
Sompo Asset Management
Japan
$583K +$88.7K +4,700 +14%
CGA
2045
Crescent Grove Advisors
Illinois
$581K -$28.7K -1,520 -4%
BFA
2046
Benedict Financial Advisors
Georgia
$579K – – –
SMA
2047
Sage Mountain Advisors
Georgia
$579K +$26.6K +1,410 +4%
PM
2048
Parametrica Management
Hong Kong
$578K -$1.09M -57,610 -60%
EHC
2049
Everett Harris & Co
California
$577K -$43.2K -2,290 -6%
KNW
2050
Kesler Norman & Wride
Utah
$577K -$24.3K -1,290 -3%
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