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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2026
Birch Capital Management
Texas
$16.8M +$447 +2 +0%
RC
2027
RBO & Co
California
$16.7M -$276K -1,238 -2%
IP
2028
Ignite Planners
California
$16.7M -$2.13M -9,524 -12%
GFPC
2029
Global Financial Private Client
Florida
$16.7M +$226K +1,013 +1%
OWA
2030
ORBA Wealth Advisors
Illinois
$16.7M -$159K -713 -1%
CBB
2031
Citizens Business Bank
California
$16.7M -$273K -1,222 -2%
GMA
2032
Glassy Mountain Advisors
Maryland
$16.7M -$1.2M -5,357 -7%
EBT
2033
Enterprise Bank & Trust
Massachusetts
$16.7M +$4.69K +21 +0%
LCM
2034
Lattice Capital Management
Washington
$16.6M – – –
BDA
2035
Borer Denton & Associates
Pennsylvania
$16.6M -$38K -170 -0.2%
FDS
2036
First Dallas Securities
Texas
$16.6M +$13K +58 +0.1%
BRG
2037
Bay Rivers Group
Virginia
$16.6M -$83.3K -373 -0.5%
CAM
2038
Centre Asset Management
New York
$16.6M -$13.9M -62,334 -47%
TAS
2039
TIFF Advisory Services
Pennsylvania
$16.6M +$982K +4,398 +7%
DIM
2040
DLK Investment Management
California
$16.6M -$91.8K -411 -0.6%
KWM
2041
Koa Wealth Management
California
$16.5M -$742K -3,322 -4%
SC
2042
Settian Capital
New York
$16.5M – – –
SIP
2043
Stoneridge Investment Partners
Pennsylvania
$16.5M -$2.47M -11,047 -13%
HC
2044
Hendley & Co
Ohio
$16.5M -$3.81M -17,076 -19%
BSB
2045
Bangor Savings Bank
Maine
$16.5M -$368K -1,650 -2%
GU
2046
Georgetown University
District of Columbia
$16.5M +$17.4K +78 +0.1%
SDAM
2047
Shulman DeMeo Asset Management
New York
$16.5M +$19.7K +88 +0.1%
AIP
2048
Alapocas Investment Partners
Massachusetts
$16.5M -$222K -996 -1%
DBIA
2049
Dumont & Blake Investment Advisors
New Jersey
$16.5M -$15.9M -71,337 -50%
RWM
2050
Revisor Wealth Management
Ohio
$16.4M -$841K -3,766 -5%
80 81
82
83 84