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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2026
Cape Ann Savings Bank
Massachusetts
$2.61M +$2.47M +54,420 New
CHP
2027
Cable Hill Partners
Oregon
$2.6M +$121K +2,664 +5%
AIM
2028
Acropolis Investment Management
Missouri
$2.6M -$457K -10,084 -15%
HAM
2029
Hammer Asset Management
California
$2.6M +$2.54M +56,108 New
AHB
2030
Abner Herrman & Brock
New Jersey
$2.58M +$80.9K +1,784 +3%
RWA
2031
RGT Wealth Advisors
Texas
$2.58M -$2.34M -51,532 -48%
SH
2032
Svenska Handelsbanken
Sweden
$2.57M – – –
LI
2033
Longer Investments
Arkansas
$2.57M -$197K -4,352 -7%
EHWM
2034
Eads & Heald Wealth Management
Georgia
$2.57M -$5.8K -128 -0.2%
MSA
2035
Marino Stram & Associates
Massachusetts
$2.56M +$41.4K +912 +2%
LSCM
2036
LaSalle Street Capital Management
Illinois
$2.56M -$858K -18,920 -25%
CBN
2037
Cadence Bank NA
Texas
$2.56M -$245K -5,404 -9%
EF
2038
Exeter Financial
Arizona
$2.55M -$37.2K -820 -1%
BE
2039
Bonness Enterprises
District of Columbia
$2.54M – – –
VSI
2040
Verde Servicos Internacionais
Brazil
$2.54M +$2.49M +54,896 New
WWM
2041
Windsor Wealth Management
Indiana
$2.53M +$263K +5,800 +12%
IA
2042
Independence Advisors
Pennsylvania
$2.53M +$4.9K +108 +0.2%
SMH
2043
Sanders Morris Harris
Texas
$2.52M -$854K -18,832 -26%
SNBOSCI
2044
Security National Bank of Sioux City Iowa
Iowa
$2.52M +$196K +4,320 +9%
TIM
2045
Tortoise Investment Management
New York
$2.52M -$57.7K -1,272 -2%
GLI
2046
Guardian Life Insurance
New York
$2.51M +$318K +7,020 +15%
CC
2047
Cedar Capital
Illinois
$2.51M +$659K +14,540 +37%
CP
2048
Cumberland Partners
Ontario, Canada
$2.5M +$2.04M +45,080 +499%
KPF
2049
K2 Principal Fund
Ontario, Canada
$2.5M -$109K -2,400 -4%
CAAS
2050
Capital Asset Advisory Services
Michigan
$2.5M -$112K -2,464 -4%
80 81
82
83 84