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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
2026
Walter & Keenan Wealth Management
Indiana
– -$323K -1,390 Closed
GA
2027
Geller Advisors
New York
– -$307K -1,386 Closed
ICG
2028
InterOcean Capital Group
Tennessee
– -$312K -1,342 Closed
HKIM
2029
Hayek Kallen Investment Management
Alabama
– -$294K -1,262 Closed
MFW
2030
Meristem Family Wealth
Minnesota
– -$292K -1,254 Closed
CBN
2031
Cadence Bank NA
Texas
– -$289K -1,243 Closed
FRM
2032
Fox Run Management
Connecticut
– -$283K -1,215 Closed
MIM
2033
Merrion Investment Management
New Jersey
– -$279K -1,200 Closed
IDA
2034
Intelligence Driven Advisers
California
– -$265K -1,140 Closed
PA
2035
Procyon Advisors
Connecticut
– -$265K -1,140 Closed
WW
2036
Waterfront Wealth
Kansas
– -$260K -1,118 Closed
DWT
2037
Dorsey & Whitney Trust
South Dakota
– -$259K -1,109 Closed
FHB
2038
First Hawaiian Bank
Hawaii
– -$251K -1,081 Closed
GIA
2039
Guyasuta Investment Advisors
Pennsylvania
– -$237K -1,020 Closed
GA
2040
Gateway Advisory
New Jersey
– -$236K -1,015 Closed
WPA
2041
Winning Points Advisors
Florida
– -$233K -1,000 Closed
TC
2042
TAP Consulting
Missouri
– -$232K -995 Closed
BFS
2043
Baskin Financial Services
Ontario, Canada
– -$228K -981 Closed
WF
2044
WoodTrust Financial
Wisconsin
– -$225K -965 Closed
NEWAS
2045
N.E.W. Advisory Services
Wisconsin
– -$224K -963 Closed
AIP
2046
Ahrens Investment Partners
Louisiana
– -$221K -948 Closed
PCMC
2047
Private Capital Management (Colorado)
Colorado
– -$216K -926 Closed
CAG
2048
Csenge Advisory Group
Florida
– -$214K -921 Closed
RWP
2049
RWA Wealth Partners
Massachusetts
– -$214K -921 Closed
P
2050
&Partners
Tennessee
– -$213K -914 Closed
80 81
82
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