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Name Holding Trade Value Shares
Change 		Change in
Stake
LMAM
2026
Legg Mason Asset Management
Japan
– -$352K -5,346 Closed
FM
2027
Fondren Management
Texas
– -$329K -5,000 Closed
GC
2028
Gruss & Co
Florida
– -$329K -5,000 Closed
SC
2029
Scholtz & Company
Connecticut
– -$321K -4,880 Closed
JIM
2030
Jupiter Investment Management
United Kingdom
– -$309K -4,710 Closed
GIA
2031
Gladstone Institutional Advisory
Florida
– -$306K -4,653 Closed
SMC
2032
Smith, Moore & Co
Missouri
– -$297K -4,518 Closed
AP
2033
Americana Partners
Texas
– -$278K -4,236 Closed
LFASL
2034
Lugano Financial Advisors SA (LFA)
Switzerland
– -$325K -3,827 Closed
BFO
2035
Biltmore Family Office
North Carolina
– -$247K -3,750 Closed
VAG
2036
VisionPoint Advisory Group
Texas
– -$227K -3,454 Closed
OFW
2037
Omnia Family Wealth
Florida
– -$226K -3,443 Closed
CWM
2038
Circle Wealth Management
New Jersey
– -$214K -3,249 Closed
APW
2039
Aurora Private Wealth
New Jersey
– -$211K -3,211 Closed
ATFA
2040
All Terrain Financial Advisors
Minnesota
– -$211K -3,208 Closed
PCMC
2041
Private Capital Management (Colorado)
Colorado
– -$210K -3,200 Closed
PPP
2042
Private Portfolio Partners
New Jersey
– -$210K -3,197 Closed
NWS
2043
Newport Wealth Strategies
California
– -$231K -3,142 Closed
RIM
2044
Regent Investment Management
Kentucky
– -$205K -3,114 Closed
TWM
2045
Titus Wealth Management
California
– -$201K -3,062 Closed
FI
2046
Fosun International
China
– -$205K -3,025 Closed
KFI
2047
Key Financial Inc
Pennsylvania
– -$172K -2,532 Closed
CAN
2048
Claraphi Advisory Network
United States
– -$96K -1,453 Closed
PAM
2049
Paradigm Asset Management
New York
– -$95.3K -1,450 Closed
CS
2050
Capital Square
Tennessee
– -$87K -1,327 Closed
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