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Name Holding Trade Value Shares
Change 		Change in
Stake
T2I
2026
Turim 21 Investimentos
Brazil
$33K – – –
MGI
2027
MayTech Global Investments
New York
$33K +$33.3K +275 New
AP
2028
Atwood & Palmer
Missouri
$32K – – –
HRC
2029
Hoertkorn Richard Charles
$32K – – –
HL
2030
Harding Loevner
New Jersey
$31K – – –
BA
2031
Ballew Advisors
Mississippi
$30K +$30.8K +254 New
OGC
2032
Oak Grove Capital
New Hampshire
$29K -$577K -4,761 -95%
NC
2033
NewSquare Capital
Pennsylvania
$29K -$2.91K -24 -9%
RCWMU
2034
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$250K -2,066 -90%
PW
2035
Price Wealth
Texas
$28K -$28.8K -238 -50%
MPPLM
2036
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$28K – – –
SWMG
2037
Signature Wealth Management Group
Georgia
$28K – – –
NSB
2038
Norway Savings Bank
Maine
$26K +$26.7K +220 New
ARMC
2039
American Research & Management Company
Massachusetts
$25K -$25.5K -210 -50%
TCM
2040
TD Capital Management
Tennessee
$24K – – –
CCA
2041
Clearwater Capital Advisors
Illinois
$22K +$21.8K +180 New
CFC
2042
Coyle Financial Counsel
Illinois
$22K +$22.8K +188 New
ST
2043
Sageworth Trust
Pennsylvania
$21K +$16K +132 +322%
SLF
2044
Sun Life Financial
Ontario, Canada
$19.2K -$1.51M -12,447 -84%
AIS
2045
Accurate Investment Solutions
Pennsylvania
$18K – – –
AWM
2046
Avondale Wealth Management
Texas
$17K – – –
TODC
2047
Trustees of Dartmouth College
New Hampshire
$17K – – –
KC
2048
KHP Capital
Oklahoma
$17K +$17.1K +141 New
LWA
2049
Lowe Wealth Advisors
Maryland
$16K – – –
JAM
2050
Jolley Asset Management
North Carolina
$16K +$2.54K +21 +19%
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