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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2026
Sandler Capital Management
New York
$5.48M -$8.76M -120,820 -67%
FZCM
2027
Flynn Zito Capital Management
New York
$5.47M +$3.44M +47,530 +365%
GC
2028
GFG Capital
Florida
$5.46M -$2.25M -30,980 -34%
TI
2029
TrueMark Investments
Illinois
$5.46M +$518K +7,150 +13%
CSIC
2030
Clifford Swan Investment Counsel
California
$5.46M -$138K -1,910 -3%
LWAM
2031
Legacy Wealth Asset Management
Minnesota
$5.45M +$2.17K +30 +0%
FFAM
2032
Forge First Asset Management
Canada
$5.45M +$4.37M +60,350 New
CCM
2033
Chickasaw Capital Management
Tennessee
$5.44M +$214K +2,950 +5%
CWM
2034
Circle Wealth Management
New Jersey
$5.44M -$56.5K -780 -1%
PFM
2035
Privium Fund Management
Netherlands
$5.42M -$870K -12,000 -17%
RC
2036
RBF Capital
California
$5.42M
CWA
2037
Canvas Wealth Advisors
Kansas
$5.41M +$189K +2,610 +4%
CWS
2038
Confluence Wealth Services
Pennsylvania
$5.41M +$471K +6,500 +12%
LA
2039
LVW Advisors
New York
$5.41M +$597K +8,240 +16%
TA
2040
TFB Advisors
Kansas
$5.4M +$1.12M +15,450 +31%
EFG
2041
Embree Financial Group
Illinois
$5.4M +$873K +12,050 +25%
SP
2042
SWS Partners
Ohio
$5.39M +$449K +6,200 +12%
AWP
2043
Ascent Wealth Partners
New York
$5.39M -$1.99M -27,510 -32%
KFS
2044
Kaizen Financial Strategies
California
$5.39M -$265K -3,660 -6%
OWA
2045
Outlook Wealth Advisors
Texas
$5.38M -$412K -5,680 -9%
PJSIMP
2046
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.37M -$76.1K -1,050 -2%
AFWM
2047
AMJ Financial Wealth Management
Virginia
$5.37M -$25.4K -350 -0.6%
CF
2048
Copperwynd Financial
Arizona
$5.37M +$241K +3,330 +6%
OFS
2049
OneAscent Financial Services
Alabama
$5.35M +$260K +3,590 +6%
GAA
2050
Global Assets Advisory
Florida
$5.34M +$4.28M +59,110 New