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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2026
StoneX Group
New York
$1.15M -$194K -952 -13%
BA
2027
Ballast Advisors
Minnesota
$1.15M +$4.07K +20 +0.3%
CSI
2028
Cross Staff Investments
New York
$1.15M -$14.9K -73 -1%
JWCA
2029
J.W. Coons Advisors
Ohio
$1.15M +$56K +275 +4%
TNBTD
2030
Trustmark National Bank Trust Department
Mississippi
$1.15M – – –
CFG
2031
Cooper Financial Group
California
$1.15M +$211K +1,036 +19%
GPA
2032
Guerra Pan Advisors
New Jersey
$1.14M – – –
SWM
2033
Sculati Wealth Management
Michigan
$1.14M +$62.1K +305 +5%
HI
2034
Harper Investing
California
$1.14M +$200K +985 +18%
VBCG
2035
Valley Brook Capital Group
Pennsylvania
$1.14M – – –
BCA
2036
Bay Colony Advisors
Massachusetts
$1.14M +$695K +3,414 +114%
MCM
2037
Mainstay Capital Management
Michigan
$1.14M -$38.7K -190 -3%
PWW
2038
Pettyjohn Wood & White
Virginia
$1.14M -$8.02M -39,411 -86%
GAM
2039
Grandview Asset Management
Pennsylvania
$1.13M -$5.09K -25 -0.4%
RWB
2040
RMR Wealth Builders
New Jersey
$1.13M +$43.5K +214 +3%
1IA
2041
1834 Investment Advisors
Wisconsin
$1.13M -$161K -790 -11%
IIC
2042
Ironwood Investment Counsel
Arizona
$1.13M +$88.1K +433 +7%
WSCM
2043
Wellington Shields Capital Management
New York
$1.12M – – –
ZIG
2044
Zullo Investment Group
Pennsylvania
$1.12M +$8.55K +42 +0.7%
TLCM
2045
Twin Lakes Capital Management
California
$1.12M +$1.29M +6,319 New
PIA
2046
Pinion Investment Advisors
Kansas
$1.12M -$154K -759 -11%
PSP
2047
Principal Street Partners
Tennessee
$1.12M -$37.4K -184 -3%
IFS
2048
Intelligent Financial Strategies
Minnesota
$1.12M +$407 +2 +0%
CCM
2049
CTC Capital Management
Illinois
$1.12M +$875K +4,300 +215%
SCI
2050
S&CO Inc
Massachusetts
$1.12M – – –
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