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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2026
Kaizen Financial Strategies
California
$12.3M -$389K -2,316 -3%
ITIM
2027
Indiana Trust & Investment Management
Indiana
$12.3M -$5.04K -30 -0%
GG
2028
Golden Green
South Carolina
$12.3M +$102K +604 +0.9%
OCM
2029
Orleans Capital Management
Louisiana
$12.3M +$200K +1,189 +2%
CPWA
2030
Cerro Pacific Wealth Advisors
California
$12.3M +$13.3K +79 +0.1%
CP
2031
Corbenic Partners
Pennsylvania
$12.3M +$255K +1,515 +2%
FFA
2032
Fairfield Financial Advisors
Massachusetts
$12.3M +$11.8M +70,456 New
EBT
2033
Enterprise Bank & Trust
Massachusetts
$12.3M -$629K -3,742 -5%
TF
2034
TRH Financial
Iowa
$12.3M +$483K +2,875 +4%
WIC
2035
WealthBridge Investment Counsel
Alberta, Canada
$12.3M -$16.8K -100 -0.1%
AWS
2036
AJ Wealth Strategies
New York
$12.3M +$12.8K +76 +0.1%
BWA
2037
Blodgett Wealth Advisors
California
$12.3M +$401K +2,383 +4%
BDS
2038
Banco de Sabadell
Florida
$12.3M +$521K +3,099 +5%
HFS
2039
Howard Financial Services
Texas
$12.2M +$324K +1,924 +3%
GCM
2040
Gables Capital Management
Florida
$12.2M -$144K -855 -1%
WPC
2041
Wedmont Private Capital
Pennsylvania
$12.2M +$594K +3,534 +5%
CIP
2042
Capital Insight Partners
Arizona
$12.2M +$251K +1,490 +2%
HHAA
2043
Henry H. Armstrong Associates
Pennsylvania
$12.2M +$118K +704 +1%
RFWA
2044
RPg Family Wealth Advisory
Massachusetts
$12.2M +$322K +1,914 +3%
AIP
2045
Almanack Investment Partners
Pennsylvania
$12.2M +$270K +1,604 +2%
BDWCC
2046
B&D White Capital Company
Texas
$12.2M -$16.1M -95,657 -58%
GU
2047
Georgetown University
District of Columbia
$12.2M +$14.6K +87 +0.1%
KWS
2048
Keystone Wealth Services
California
$12.2M +$55K +327 +0.5%
SCA
2049
Stokes Capital Advisors
South Carolina
$12.2M -$736K -4,375 -6%
ST
2050
Somerset Trust
Pennsylvania
$12.2M -$612K -3,638 -5%
80 81
82
83 84