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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2026
Nadler Financial Group
Illinois
$11.7M +$307K +2,439 +3%
BST
2027
Bath Savings Trust
Maine
$11.7M -$190K -1,507 -2%
HIA
2028
Harbor Investment Advisory
Maryland
$11.7M +$10.4K +83 +0.1%
NB
2029
NBT Bank
New York
$11.7M +$362K +2,878 +4%
PPC
2030
Park Place Capital
Alabama
$11.7M +$1.01M +7,996 +12%
FTUS
2031
Flow Traders U.S.
New York
$11.7M +$9.33M +74,134 New
KFBMI
2032
Kentucky Farm Bureau Mutual Insurance
Kentucky
$11.7M – – –
HBT
2033
Heartland Bank & Trust
Illinois
$11.7M -$114K -905 -1%
RCA
2034
Roberts Capital Advisors
Colorado
$11.7M – – –
RPC
2035
Rossmore Private Capital
Connecticut
$11.6M +$1.77M +14,036 +24%
LWL
2036
Leo Wealth LLC
Texas
$11.6M +$4.54M +36,057 +97%
WAAG
2037
Wealth Alliance Advisory Group
Kansas
$11.6M +$579K +4,604 +7%
RAM
2038
Revere Asset Management
Texas
$11.5M +$6.99M +55,578 +318%
RA
2039
Ransom Advisory
Rhode Island
$11.5M -$423K -3,360 -4%
CGI
2040
Comgest Global Investors
France
$11.5M +$559K +4,441 +6%
KLCM
2041
KG&L Capital Management
Louisiana
$11.5M -$704K -5,594 -7%
FAN
2042
Financial Advisors Network
California
$11.5M +$410K +3,256 +5%
LCM
2043
LCM Capital Management
Illinois
$11.5M +$291K +2,309 +3%
GS
2044
GWN Securities
Florida
$11.5M -$27.7M -220,309 -75%
KAS
2045
KPP Advisory Services
Kentucky
$11.5M -$1.13K -9 -0%
SSWM
2046
Strait & Sound Wealth Management
California
$11.5M -$104K -829 -1%
MCA
2047
Martin Capital Advisors
Texas
$11.5M +$29.6K +235 +0.3%
PWM
2048
Peterson Wealth Management
Nevada
$11.4M +$97.9K +778 +1%
AF
2049
AGP Franklin
Tennessee
$11.4M +$23.2K +184 +0.3%
AWM
2050
Avaii Wealth Management
Wisconsin
$11.4M +$644K +5,115 +8%
80 81
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83 84