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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2026
KRS Capital Management
Michigan
$12.8M +$11.4M +71,916 New
FSC
2027
Full Sail Capital
Oklahoma
$12.8M -$498K -3,150 -4%
CVM
2028
Cheviot Value Management
California
$12.8M +$235K +1,490 +2%
CIM
2029
Chapman Investment Management
California
$12.7M +$1.49M +9,425 +15%
AIP
2030
Alapocas Investment Partners
Massachusetts
$12.7M +$11.3M +71,765 New
BCPWM
2031
Bradley & Co Private Wealth Management
Florida
$12.7M -$68.3K -432 -0.6%
CHP
2032
Cable Hill Partners
Oregon
$12.7M -$461K -2,916 -4%
LWMM
2033
Legacy Wealth Management (Mississippi)
Mississippi
$12.7M -$54.5K -345 -0.5%
BBWA
2034
Bell & Brown Wealth Advisors
California
$12.7M +$707K +4,471 +7%
HNWAG
2035
High Net Worth Advisory Group
Florida
$12.6M +$11.2M +71,177 New
GCM
2036
Gables Capital Management
Florida
$12.6M -$155K -980 -1%
PFSC
2037
Peoples Financial Services Corp
Pennsylvania
$12.6M +$45.8K +290 +0.4%
ITIM
2038
Indiana Trust & Investment Management
Indiana
$12.5M -$76.3K -483 -0.7%
GL
2039
Gemsstock Ltd
United Kingdom
$12.5M -$6.01M -38,000 -35%
MCM
2040
McDonough Capital Management
Florida
$12.5M +$11.2M +70,569 New
IBOK
2041
Independence Bank of Kentucky
Kentucky
$12.5M -$859K -5,438 -7%
CPWA
2042
Cerro Pacific Wealth Advisors
California
$12.5M -$83K -525 -0.7%
CI
2043
Capital International
California
$12.5M -$76K -481 -0.7%
WIC
2044
WealthBridge Investment Counsel
Alberta, Canada
$12.5M -$159K -1,003 -1%
BWL
2045
Bogart Wealth LLC
Virginia
$12.5M +$1.31M +8,291 +13%
HZ
2046
Hixon Zuercher
Ohio
$12.5M +$84.1K +532 +0.8%
AWM
2047
Aevitas Wealth Management
Massachusetts
$12.5M -$110K -698 -1%
LP
2048
Lloyd Park
Illinois
$12.5M +$11.1M +70,224 New
AWS
2049
AJ Wealth Strategies
New York
$12.5M +$1.99M +12,578 +22%
FAG
2050
Fortitude Advisory Group
Washington
$12.4M +$11.1M +70,080 New
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