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Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
2026
InterOcean Capital Group
Tennessee
– -$312K -1,342 Closed
HKIM
2027
Hayek Kallen Investment Management
Alabama
– -$294K -1,262 Closed
MFW
2028
Meristem Family Wealth
Minnesota
– -$292K -1,254 Closed
CBN
2029
Cadence Bank NA
Texas
– -$289K -1,243 Closed
FRM
2030
Fox Run Management
Connecticut
– -$283K -1,215 Closed
MIM
2031
Merrion Investment Management
New Jersey
– -$279K -1,200 Closed
IDA
2032
Intelligence Driven Advisers
California
– -$265K -1,140 Closed
PA
2033
Procyon Advisors
Connecticut
– -$265K -1,140 Closed
WW
2034
Waterfront Wealth
Kansas
– -$260K -1,118 Closed
DWT
2035
Dorsey & Whitney Trust
South Dakota
– -$259K -1,109 Closed
FHB
2036
First Hawaiian Bank
Hawaii
– -$251K -1,081 Closed
GIA
2037
Guyasuta Investment Advisors
Pennsylvania
– -$237K -1,020 Closed
GA
2038
Gateway Advisory
New Jersey
– -$236K -1,015 Closed
WPA
2039
Winning Points Advisors
Florida
– -$233K -1,000 Closed
TC
2040
TAP Consulting
Missouri
– -$232K -995 Closed
BFS
2041
Baskin Financial Services
Ontario, Canada
– -$228K -981 Closed
WF
2042
WoodTrust Financial
Wisconsin
– -$225K -965 Closed
NEWAS
2043
N.E.W. Advisory Services
Wisconsin
– -$224K -963 Closed
AIP
2044
Ahrens Investment Partners
Louisiana
– -$221K -948 Closed
PCMC
2045
Private Capital Management (Colorado)
Colorado
– -$216K -926 Closed
CAG
2046
Csenge Advisory Group
Florida
– -$214K -921 Closed
RWP
2047
RWA Wealth Partners
Massachusetts
– -$214K -921 Closed
P
2048
&Partners
Tennessee
– -$213K -914 Closed
BWP
2049
Bernardo Wealth Planning
Pennsylvania
– -$212K -912 Closed
IA
2050
IFG Advisory
Georgia
– -$211K -910 Closed
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