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Name Holding Trade Value Shares
Change 		Change in
Stake
BPGAM
2026
BTG Pactual Global Asset Management
Bermuda
$3.01M -$195K -4,200 -6%
PI
2027
Pettee Investors
Connecticut
$3.01M – – –
CPA
2028
Cardiff Park Advisors
California
$3M -$13K -280 -0.5%
WSC
2029
Wellington Shields & Co
New York
$3M +$9.73K +210 +0.3%
LHC
2030
Little House Capital
Massachusetts
$3M -$83.4K -1,800 -3%
LWAM
2031
Legacy Wealth Asset Management
Minnesota
$2.99M -$308K -6,650 -10%
BAM
2032
Berkshire Asset Management
Pennsylvania
$2.98M -$19.5K -420 -0.7%
FHA
2033
First Horizon Advisors
Tennessee
$2.98M +$85.3K +1,840 +3%
CAGAS
2034
Capital Advisory Group Advisory Services
Minnesota
$2.97M +$1.52M +32,890 +121%
RC
2035
RBF Capital
California
$2.97M – – –
CCM
2036
Cobalt Capital Management
New Jersey
$2.97M +$927K +20,000 +50%
LA
2037
LM Advisors
California
$2.97M +$2.78M +59,970 New
CPA
2038
Court Place Advisors
Maryland
$2.96M – – –
AFWM
2039
AMJ Financial Wealth Management
Virginia
$2.96M -$254K -5,480 -8%
OL
2040
Owen LaRue
Kentucky
$2.96M -$170K -3,670 -6%
B
2041
Bellecapital
Switzerland
$2.95M -$65.3K -1,410 -2%
PIM
2042
Plato Investment Management
Australia
$2.94M +$2.75M +59,320 New
OBWG
2043
Onyx Bridge Wealth Group
New York
$2.94M -$259K -5,580 -9%
PFS
2044
Prospect Financial Services
New York
$2.94M +$2.75M +59,300 New
CAM
2045
Concorde Asset Management
Michigan
$2.93M -$56.1K -1,210 -2%
IBOK
2046
Independence Bank of Kentucky
Kentucky
$2.93M +$401K +8,660 +17%
PCMH
2047
Polymer Capital Management (HK)
Hong Kong
$2.92M +$2.73M +59,000 New
NAS
2048
NWF Advisory Services
California
$2.92M +$1.43M +30,770 +109%
OC
2049
Opinicus Capital
Florida
$2.91M +$2.73M +58,830 New
HCP
2050
Hexagon Capital Partners
Arkansas
$2.91M +$61.6K +1,330 +2%
80 81
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83 84