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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2026
Alhambra Investment Management
Florida
$493K +$11.6K +261 +2%
OC
2027
Oakworth Capital
Alabama
$492K +$7.97K +179 +1%
CCM
2028
Check Capital Management
California
$491K -$8.91K -200 -2%
PMA
2029
Prudent Man Advisors
Illinois
$491K +$182K +4,091 +46%
TT
2030
TI-Trust
Illinois
$490K -$14.3K -321 -2%
P
2031
&Partners
Tennessee
$488K -$98.2K -2,205 -15%
ICA
2032
Infrastructure Capital Advisors
New York
$488K -$92.4K -2,074 -14%
PWM
2033
Penobscot Wealth Management
Maine
$488K +$44.4K +997 +8%
FCAG
2034
First Capital Advisors Group
New Jersey
$488K +$87.4K +1,963 +18%
SIC
2035
SFE Investment Counsel
California
$487K -$32.7K -735 -5%
IWA
2036
Intercontinental Wealth Advisors
Texas
$484K +$6.41K +144 +1%
AA
2037
Aire Advisors
California
$483K -$201K -4,507 -26%
MPCG
2038
Matrix Private Capital Group
New York
$483K -$45.3K -1,018 -7%
FCIM
2039
Fairview Capital Investment Management
California
$483K -$2.05K -46 -0.4%
OWA
2040
Outlook Wealth Advisors
Texas
$483K +$6.5K +146 +1%
AAM
2041
Aureus Asset Management
Massachusetts
$482K – – –
DPI
2042
Diversified Portfolios Inc
Michigan
$482K +$169K +3,791 +43%
MIM
2043
Meixler Investment Management
Arizona
$481K -$253K -5,671 -31%
SI
2044
Saxon Interests
Texas
$481K +$47.6K +1,068 +10%
SFWC
2045
Strategic Family Wealth Counselors
New Jersey
$479K -$7.08K -159 -1%
BA
2046
Ballast Advisors
Minnesota
$478K -$32.2K -722 -5%
DAM
2047
Doheny Asset Management
California
$478K +$561K +12,590 New
WC
2048
Westhampton Capital
North Carolina
$476K -$140K -3,150 -20%
FFWM
2049
Future Financial Wealth Management
Ohio
$474K -$266K -5,973 -39%
DWM
2050
Darwin Wealth Management
Florida
$474K -$30.2K -679 -5%