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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Step Capital Management
$14M +$12.8M +70,000 +700%
MP
2027
Maestria Partners
Georgia
$14M +$14.7M +80,000 New
CCM
2028
Canal Capital Management
Virginia
$14M -$145K -791 -1%
FWA
2029
FSM Wealth Advisors
Ohio
$13.9M +$1.07M +5,851 +8%
GP
2030
Geneva Partners
Wisconsin
$13.9M -$1.64M -8,931 -10%
PCM
2031
Pennsylvania Capital Management
Pennsylvania
$13.9M +$51.9K +283 +0.4%
JWM
2032
Jeppson Wealth Management
California
$13.9M -$314K -1,712 -2%
MEG
2033
Millstone Evans Group
Colorado
$13.9M -$183K -1,000 -1%
OCM
2034
Orser Capital Management
Texas
$13.9M -$2.3M -12,556 -14%
SAM
2035
S.A. Mason
Michigan
$13.9M -$340K -1,854 -2%
JEST
2036
JTC Employer Solutions Trustee
Jersey
$13.9M -$20.2K -110 -0.1%
SMC
2037
Smith, Moore & Co
Missouri
$13.9M -$972K -5,298 -6%
LDB
2038
Lee, Danner & Bass
Tennessee
$13.8M +$389K +2,119 +3%
MSFS
2039
Main Street Financial Solutions
Pennsylvania
$13.8M +$254K +1,387 +2%
SCM
2040
Sage Capital Management
New Jersey
$13.8M +$105K +575 +0.7%
MPPLM
2041
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13.8M -$313K -1,705 -2%
MFGM
2042
Marshall Financial Group (Maryland)
Maryland
$13.8M +$4.4K +24 +0%
LCM
2043
Legato Capital Management
California
$13.8M -$715K -3,898 -5%
ANBT
2044
American National Bank & Trust
Texas
$13.7M +$49.2K +268 +0.3%
ST
2045
Spinnaker Trust
Maine
$13.7M -$161K -879 -1%
SWM
2046
StoneCrest Wealth Management
Arizona
$13.7M -$283K -1,544 -2%
LHC
2047
Little House Capital
Massachusetts
$13.6M -$2.15M -11,713 -13%
PPC
2048
Park Place Capital
Alabama
$13.6M -$16.5K -90 -0.1%
BCMLT
2049
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6M +$911K +4,963 +7%
CIM
2050
Corda Investment Management
Texas
$13.6M -$44.2K -241 -0.3%
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