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Name Holding Trade Value Shares
Change 		Change in
Stake
LBA
2026
Letko, Brosseau & Associates
Quebec, Canada
$396K -$293K -1,788 -44%
AMCA
2027
Arthur M. Cohen & Associates
Illinois
$396K +$20.5K +125 +6%
SFWA
2028
Summit Financial Wealth Advisors
Louisiana
$395K – – –
NCM
2029
Next Capital Management
New York
$394K +$157K +960 +73%
BCM
2030
Breiter Capital Management
Florida
$392K +$8.68K +53 +2%
MCIA
2031
Mountain Capital Investment Advisors
Colorado
$392K +$67.6K +413 +23%
NG
2032
Northstar Group
New York
$391K +$6.71K +41 +2%
RFO
2033
RiverGlades Family Offices
Florida
$390K – – –
CIA
2034
Choate Investment Advisors
Massachusetts
$389K -$20.3K -124 -5%
MWM
2035
Merriman Wealth Management
Washington
$389K – – –
TW
2036
Transform Wealth
Colorado
$384K +$40.9K +250 +13%
RWM
2037
RKL Wealth Management
Pennsylvania
$383K +$14.2K +87 +4%
LF
2038
Lee Financial
Texas
$381K – – –
BFC
2039
Bedel Financial Consulting
Indiana
$380K +$164 +1 +0%
HIS
2040
Horizon Investment Services
Indiana
$379K +$3.44K +21 +1%
MIG
2041
McGuire Investment Group
Rhode Island
$377K – – –
HPC
2042
Hobart Private Capital
North Carolina
$376K +$30K +183 +9%
AWM
2043
Aevitas Wealth Management
Massachusetts
$376K -$158K -967 -31%
BWM
2044
Baystate Wealth Management
Massachusetts
$376K -$38K -232 -10%
SFG
2045
StrategIQ Financial Group
Indiana
$375K – – –
GWM
2046
Greenwich Wealth Management
Connecticut
$374K -$8.19K -50 -2%
FA
2047
Fortis Advisors
Pennsylvania
$374K – – –
SMH
2048
Sanders Morris Harris
Texas
$374K – – –
CA
2049
Cumberland Advisors
Florida
$374K +$13.9K +85 +4%
HIM
2050
Harbour Investment Management
Washington
$371K -$164 -1 -0%
80 81
82
83 84