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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
2026
Western Financial Corp
California
$1.13M +$881K +40,710 New
SIM
2027
SSI Investment Management
California
$1.13M -$204K -9,430 -19%
4WM
2028
4J Wealth Management
Virginia
$1.13M -$164K -7,570 -16%
WAM
2029
WealthTrust Asset Management
Florida
$1.13M -$31.2K -1,440 -3%
JHCP
2030
Jackson Hole Capital Partners
Oklahoma
$1.12M +$484K +22,350 +123%
PHAM
2031
Palisades Hudson Asset Management
Florida
$1.12M – – –
BC
2032
Bartlett & Co
Ohio
$1.12M +$6.06K +280 +0.7%
BCWM
2033
Bartlett & Co Wealth Management
Ohio
$1.12M +$6.06K +280 +0.7%
FCCM
2034
First City Capital Management
Georgia
$1.12M +$100K +4,640 +13%
KOMWMG
2035
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.12M -$103K -4,750 -11%
JWM
2036
JGP Wealth Management
Oregon
$1.12M -$1.95K -90 -0.2%
PFA
2037
Pure Financial Advisors
California
$1.12M +$51.9K +2,400 +6%
CSB
2038
City State Bank
Iowa
$1.12M -$53K -2,450 -6%
GCM
2039
G2 Capital Management
Ohio
$1.12M -$49.1K -2,270 -5%
RSC
2040
Red Spruce Capital
Pennsylvania
$1.12M – – –
YAVAPFMC
2041
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.11M -$1.55M -71,700 -64%
SMH
2042
Sanders Morris Harris
Texas
$1.11M -$3.26M -150,410 -79%
EFMH
2043
E Fund Management (HK)
Hong Kong
$1.11M +$868K +40,090 New
AIP
2044
Ahrens Investment Partners
Louisiana
$1.11M +$10.6K +490 +1%
BFA
2045
Beacon Financial Advisory
Ohio
$1.11M +$114K +5,260 +15%
AA
2046
Aire Advisors
California
$1.11M +$178K +8,220 +26%
AFP
2047
Ausdal Financial Partners
Iowa
$1.11M -$10.6K -490 -1%
BCMO
2048
Buckingham Capital Management (Ohio)
Ohio
$1.11M +$18.2K +840 +2%
HWM
2049
HFR Wealth Management
New York
$1.11M -$173K -8,000 -17%
BHWM
2050
Bar Harbor Wealth Management
New Hampshire
$1.11M -$89.6K -4,140 -9%
80 81
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