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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2026
Sippican Capital Advisors
Massachusetts
$339K +$330K +13,460 New
MWP
2027
Moller Wealth Partners
$335K -$3.34K -136 -1%
GBA
2028
Garrison Bradford & Associates
New York
$332K +$324K +13,200 New
DSA
2029
Davis Selected Advisers
Arizona
$331K – – –
FIMG
2030
Financial & Investment Management Group
Michigan
$331K +$322K +13,132 New
PIM
2031
Parasol Investment Management
Illinois
$325K -$10.5K -428 -3%
CFN
2032
Cordasco Financial Network
Florida
$317K +$37.3K +1,520 +14%
PM
2033
Penbrook Management
New York
$315K – – –
CCG
2034
Chatham Capital Group
Georgia
$315K +$307K +12,500 New
NOCM
2035
Night Owl Capital Management
Connecticut
$314K +$306K +12,448 New
SC
2036
Schulhoff & Co
Ohio
$310K +$41.7K +1,700 +16%
FBT
2037
Founders Bank & Trust
Michigan
$308K +$4.42K +180 +1%
WGCA
2038
Wolf Group Capital Advisors
Virginia
$306K – – –
SLA
2039
Silver Lake Advisory
Utah
$306K +$11K +448 +4%
HK
2040
Horizon Kinetics
New York
$306K +$298K +12,152 New
ACM
2041
Argent Capital Management
Missouri
$297K – – –
PTCG
2042
Pring Turner Capital Group
California
$293K – – –
MCM
2043
Monarch Capital Management
Indiana
$293K +$285K +11,620 New
OPTFSNA
2044
Old Point Trust & Financial Services N A
Virginia
$293K +$286K +11,656 New
HCM
2045
Hutchinson Capital Management
California
$292K – – –
ACM
2046
Ativo Capital Management
Illinois
$292K +$285K +11,600 New
KL
2047
Kinsight LLC
Alabama
$290K +$4.12K +168 +1%
CIC
2048
Chase Investment Counsel
Virginia
$289K – – –
SIM
2049
Sadoff Investment Management
Wisconsin
$288K -$37.8K -1,540 -12%
WCM
2050
Weatherstone Capital Management
Colorado
$288K +$281K +11,444 New
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