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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2026
Clear Creek Financial Management
Washington
$17.9M +$65.1K +250 +0.4%
GAM
2027
Grandview Asset Management
Pennsylvania
$17.9M -$1.06M -4,062 -5%
JAM
2028
JCIC Asset Management
Ontario, Canada
$17.9M -$4.18M -16,052 -19%
WPI
2029
Walter Public Investments
Canada
$17.9M -$93.7K -360 -0.5%
DBIA
2030
Dumont & Blake Investment Advisors
New Jersey
$17.8M -$353K -1,355 -2%
NAMM
2031
NorthStar Asset Management (Massachusetts)
Massachusetts
$17.8M -$2.15M -8,271 -11%
PPW
2032
Pasadena Private Wealth
California
$17.8M -$699K -2,685 -4%
KA
2033
Kercheville Advisors
Texas
$17.8M -$107K -410 -0.6%
SFS
2034
Summit Financial Strategies
Ohio
$17.8M +$315K +1,212 +2%
LIM
2035
Lathrop Investment Management
Arkansas
$17.8M -$82.8K -318 -0.5%
GJL
2036
Gendell Jeffrey L
$17.8M +$9.11M +35,000 +100%
SL
2037
Salomon & Ludwin
Virginia
$17.8M -$75K -288 -0.4%
BONH
2038
Bank of New Hampshire
New Hampshire
$17.8M -$582K -2,238 -3%
LI
2039
LRI Investments
Florida
$17.7M -$1.33M -5,123 -7%
TVPW
2040
Third View Private Wealth
Connecticut
$17.7M -$88.7K -341 -0.5%
EWM
2041
Evermay Wealth Management
Virginia
$17.7M +$3.35M +12,877 +23%
TFA
2042
Transamerica Financial Advisors
Florida
$17.7M +$2.01M +7,705 +12%
TTIC
2043
Tower Trust & Investment Company
Iowa
$17.7M -$163K -625 -0.9%
IFS
2044
Ifrah Financial Services
Arkansas
$17.7M -$1.54M -5,932 -8%
KAS
2045
KPP Advisory Services
Kentucky
$17.6M -$1.04M -3,984 -5%
PMG
2046
ProVise Management Group
Florida
$17.6M -$1.11M -4,275 -6%
PI
2047
Parkside Investments
Illinois
$17.6M -$1.2M -4,624 -6%
BL
2048
Balentine LLC
Georgia
$17.6M +$33.6K +129 +0.2%
V
2049
VeraBank
Texas
$17.6M -$540K -2,073 -3%
PWM
2050
Palumbo Wealth Management
New York
$17.6M +$1.02M +3,904 +6%
80 81
82
83 84