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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
2026
Naples Global Advisors
Florida
$1.91M +$71.4K +2,150 +5%
TC
2027
Truvestments Capital
Florida
$1.91M +$37.8K +1,140 +3%
VHAM
2028
Van Hulzen Asset Management
California
$1.91M -$333K -10,030 -18%
SICM
2029
Sustainable Insight Capital Management
New York
$1.9M +$383K +11,550 +35%
OW
2030
Olistico Wealth
Oklahoma
$1.89M -$251K -7,550 -14%
1W
2031
1776 Wealth
Georgia
$1.88M -$66.4K -2,000 -4%
CFO
2032
CVA Family Office
Colorado
$1.88M +$13.9K +420 +1%
TRIA
2033
Trail Ridge Investment Advisors
Colorado
$1.87M -$46.5K -1,400 -3%
RP
2034
Rowlandmiller & Partners
Georgia
$1.87M +$664 +20 +0%
LF
2035
LifeSteps Financial
California
$1.87M -$71.4K -2,150 -5%
AMM
2036
American Money Management
California
$1.87M -$25.9K -780 -2%
KTM
2037
Keeler Thomas Management
Utah
$1.86M -$1.93M -58,060 -57%
SW
2038
SkyOak Wealth
Michigan
$1.86M -$664K -20,000 -31%
TF
2039
TimeScale Financial
Massachusetts
$1.86M -$65.7K -1,980 -4%
JIC
2040
Joel Isaacson & Co
New York
$1.86M +$246K +7,400 +20%
TCM
2041
Telos Capital Management
California
$1.86M -$57.8K -1,740 -4%
XF
2042
XML Financial
Maryland
$1.85M -$11.3K -340 -0.8%
CFD
2043
Creative Financial Designs
Indiana
$1.85M -$438K -13,190 -23%
NCM
2044
Northside Capital Management
Oregon
$1.85M +$74.4K +2,240 +5%
M1FG
2045
Mach-1 Financial Group
Arkansas
$1.85M +$419K +12,620 +41%
SOW
2046
State of Wyoming
Wyoming
$1.85M +$150K +4,510 +12%
SPW
2047
Surience Private Wealth
Washington
$1.84M +$1.44M +43,470 New
MA
2048
Modus Advisors
Minnesota
$1.84M -$30.9K -930 -2%
ABP
2049
Arthur B. Page
$1.84M -$68.1K -2,050 -5%
IBOK
2050
Independence Bank of Kentucky
Kentucky
$1.84M +$169K +5,100 +13%