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Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
2026
Stanley-Laman Group
Pennsylvania
$13.8M +$6.21M +35,646 +93%
ANBT
2027
American National Bank & Trust
Texas
$13.7M +$531K +3,044 +4%
TWP
2028
Triad Wealth Partners
Kansas
$13.7M +$4.65M +26,683 +57%
BC
2029
Barrett & Company
Rhode Island
$13.7M -$635K -3,642 -5%
IF
2030
Intrua Financial
Texas
$13.7M +$1.57M +9,016 +14%
CAM
2031
Carret Asset Management
New York
$13.7M +$425K +2,438 +3%
PWAM
2032
Papamarkou Wellner Asset Management
New York
$13.7M -$274K -1,570 -2%
NB
2033
NBT Bank
New York
$13.7M -$400K -2,292 -3%
PA
2034
Paragon Advisors
Texas
$13.7M -$3.76M -21,590 -23%
SSWM
2035
Strait & Sound Wealth Management
California
$13.7M +$124K +710 +1%
UB
2036
Umpqua Bank
Oregon
$13.6M -$47.8K -274 -0.4%
WEG
2037
World Equity Group
Illinois
$13.6M +$2.85M +16,348 +29%
MBTD
2038
Mechanics Bank - Trust Department
California
$13.6M -$585K -3,358 -4%
JWM
2039
Jackson Wealth Management
Florida
$13.6M +$127K +727 +1%
UHC
2040
Union Heritage Capital
Michigan
$13.6M +$1.22M +7,000 +11%
WF
2041
Wayfinding Financial
Washington
$13.6M -$47.4K -272 -0.4%
NL
2042
NVWM LLC
Pennsylvania
$13.5M -$1.38M -7,896 -10%
FAN
2043
Financial Advisors Network
California
$13.5M -$77.2K -443 -0.6%
SAM
2044
Stansberry Asset Management
Texas
$13.5M -$1.08M -6,195 -8%
KLCM
2045
KG&L Capital Management
Louisiana
$13.4M -$147K -842 -1%
AP
2046
Archon Partners
New Jersey
$13.4M – – –
KWS
2047
Keystone Wealth Services
California
$13.4M +$566K +3,248 +5%
TPM
2048
Triasima Portfolio Management
Quebec, Canada
$13.4M +$1.26M +7,242 +11%
BST
2049
Bath Savings Trust
Maine
$13.4M -$435K -2,498 -3%
TC
2050
Trilogy Capital
California
$13.4M +$375K +2,154 +3%
80 81
82
83 84