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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2026
Chelsea Counsel Company
California
$214K -$2.28K -20 -1%
LWM
2027
Liberty Wealth Management
California
$214K +$192K +1,682 New
BTIM
2028
BancFirst Trust & Investment Management
Oklahoma
$214K +$191K +1,678 New
ACP
2029
Aveo Capital Partners
Colorado
$213K +$199K +1,745 New
IRC
2030
Investors Research Corp
Georgia
$213K – – –
WFMPM
2031
Woodley Farra Manion Portfolio Management
Indiana
$213K +$191K +1,672 New
FIC
2032
Family Investment Center
Missouri
$212K +$190K +1,668 New
AGWCA
2033
Annis Gardner Whiting Capital Advisors
Florida
$212K -$12.4K -109 -6%
A
2034
AJOVista
Massachusetts
$211K – – –
WPA
2035
West Paces Advisors
Georgia
$211K +$10.6K +93 +6%
AIM
2036
Acropolis Investment Management
Missouri
$211K +$5.93K +52 +3%
HFRG
2037
Houlihan Financial Resource Group
Virginia
$211K +$189K +1,660 New
BCM
2038
BlueCrest Capital Management
Jersey
$210K -$1.34M -11,779 -88%
KFA
2039
Kapstone Financial Advisors
Ohio
$210K +$188K +1,652 New
CFSG
2040
Community Financial Services Group
Vermont
$210K +$188K +1,651 New
OHIS
2041
Oak Harvest Investment Services
Texas
$210K +$188K +1,649 New
BMMM
2042
Boston Mountain Money Management
Arkansas
$210K +$188K +1,649 New
GA
2043
Greenspring Advisors
Maryland
$210K -$11.2K -98 -6%
CICI
2044
Capital Investment Counsel Inc
North Carolina
$210K +$188K +1,646 New
FCFC
2045
First Citizens Financial Corp
Iowa
$209K +$187K +1,641 New
BA
2046
Bellwether Advisors
Nebraska
$209K +$187K +1,641 New
CPIA
2047
Cornell Pochily Investment Advisors
New York
$209K +$187K +1,641 New
SAM
2048
Sompo Asset Management
Japan
$209K +$187K +1,640 New
HIM
2049
Hanlon Investment Management
New Jersey
$208K +$186K +1,634 New
TIM
2050
Total Investment Management
Arizona
$207K +$186K +1,629 New
80 81
82
83 84