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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2026
FLC Capital Advisors
California
$12.5M +$344K +1,890 +3%
ATC
2027
Adirondack Trust Company
New York
$12.5M -$48.4K -266 -0.4%
BSB
2028
Bangor Savings Bank
Maine
$12.5M -$452K -2,487 -3%
FIM
2029
Fernwood Investment Management
Massachusetts
$12.5M -$1.8M -9,879 -12%
AIP
2030
Alapocas Investment Partners
Massachusetts
$12.5M +$30.7K +169 +0.2%
CT
2031
Clearstead Trust
Maine
$12.5M -$339K -1,867 -3%
BWP
2032
Balboa Wealth Partners
Arizona
$12.5M -$1.92M -10,569 -13%
CAM
2033
Cidel Asset Management
Ontario, Canada
$12.4M -$664K -3,653 -5%
FGA
2034
Fortis Group Advisors
New Jersey
$12.4M +$1.7M +9,372 +15%
DAM
2035
Doheny Asset Management
California
$12.4M +$456K +2,509 +4%
AWCI
2036
Alpine Woods Capital Investors
New York
$12.4M -$21.2M -116,626 -62%
BA
2037
Baugh & Associates
Georgia
$12.4M -$1.27K -7 -0%
AFG
2038
Allegheny Financial Group
Pennsylvania
$12.4M -$1.6M -8,803 -11%
KA
2039
Kercheville Advisors
Texas
$12.4M -$4.55K -25 -0%
LA
2040
LexAurum Advisors
Kansas
$12.4M -$1.87M -10,309 -13%
MAP
2041
Managed Asset Portfolios
Michigan
$12.4M -$3.81M -20,974 -23%
EAM
2042
Empirical Asset Management
Massachusetts
$12.4M +$13.2M +72,341 +724%
LCM
2043
Leisure Capital Management
California
$12.4M +$500K +2,752 +4%
BCM
2044
Birch Capital Management
Texas
$12.4M +$84K +462 +0.6%
CWP
2045
Concord Wealth Partners
Virginia
$12.3M +$1.87M +10,286 +17%
DBIA
2046
Dumont & Blake Investment Advisors
New Jersey
$12.3M +$123K +676 +1%
FA
2047
Fermata Advisors
California
$12.3M -$1.32M -7,286 -9%
BTWM
2048
Baker Tilly Wealth Management
Wisconsin
$12.3M -$1.49M -8,219 -10%
SPS
2049
Susquehanna Portfolio Strategies
Pennsylvania
$12.3M – – –
MCM
2050
Morton Capital Management
California
$12.3M -$71.8K -395 -0.5%
80 81
82
83 84