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Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
2026
Hixon Zuercher
Ohio
$9.5M -$500K -3,862 -5%
HFM
2027
Hartford Financial Management
Connecticut
$9.44M -$55.3K -427 -0.6%
OC
2028
Oarsman Capital
Wisconsin
$9.43M -$179K -1,384 -2%
HR
2029
Hayden Royal
North Carolina
$9.42M -$8.55K -66 -0.1%
SJIM
2030
St. Johns Investment Management
Florida
$9.41M +$94.2K +727 +1%
V
2031
VeraBank
Texas
$9.4M +$146K +1,129 +2%
PK
2032
Pflug Koory
Nebraska
$9.4M -$504K -3,890 -5%
SOAMC
2033
Spirit of America Management Corp
New York
$9.39M -$583K -4,500 -6%
JSL
2034
JT Stratford LLC
Georgia
$9.38M +$57.9K +447 +0.7%
LJHT
2035
Laurie J. Hall Trustee
$9.38M -$44.1K -340 -0.5%
PL
2036
Plancorp LLC
Missouri
$9.37M -$85.6K -661 -1%
CPWA
2037
Cerro Pacific Wealth Advisors
California
$9.37M +$8.86M +68,387 New
HL
2038
HeadInvest LLC
Maine
$9.36M -$23.5K -181 -0.3%
ECML
2039
Eagle Capital Management (Louisiana)
Louisiana
$9.36M -$541K -4,176 -6%
OCM
2040
Orleans Capital Management
Louisiana
$9.36M -$507K -3,915 -5%
BHBT
2041
Burke & Herbert Bank & Trust
Virginia
$9.36M -$6.22K -48 -0.1%
VCM
2042
Vivaldi Capital Management
Illinois
$9.35M -$296K -2,288 -4%
AFC
2043
AFT Forsyth & Company
Florida
$9.34M +$62.2K +480 +0.7%
COCM
2044
Charter Oak Capital Management
New Hampshire
$9.34M +$156K +1,201 +2%
SIA
2045
Strategic Investment Advisors
Michigan
$9.34M +$632K +4,877 +8%
HPWM
2046
Highland Private Wealth Management
Washington
$9.33M -$8.16K -63 -0.1%
PCS
2047
Personal CFO Solutions
New Jersey
$9.33M -$775K -5,979 -8%
LC
2048
Lavaca Capital
Texas
$9.31M -$1M -7,723 -10%
SCM
2049
Sitrin Capital Management
California
$9.3M +$2.64M +20,384 +43%
HIM
2050
Harbour Investment Management
Washington
$9.28M +$34.3K +265 +0.4%
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