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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
2026
TrustCore Financial Services
Tennessee
$360K +$24.2K +551 +6%
CC
2027
Cornerstone Capital
California
$359K -$18.8K -429 -4%
WCM
2028
Wedge Capital Management
North Carolina
$359K +$6.58K +150 +2%
FPB
2029
First PREMIER Bank
South Dakota
$359K +$8.77K +200 +2%
3F
2030
360 Financial
Minnesota
$357K – – –
FA
2031
FMA Advisory
Pennsylvania
$356K -$221K -5,027 -36%
GIA
2032
Guyasuta Investment Advisors
Pennsylvania
$355K -$265K -6,041 -40%
CA
2033
Continuum Advisory
Idaho
$355K -$29.2K -666 -7%
CAM
2034
Cozad Asset Management
Illinois
$355K – – –
WAP
2035
Wealthcare Advisory Partners
Pennsylvania
$355K +$12K +273 +3%
FAT
2036
First American Trust
California
$353K -$9.91K -226 -2%
VFPI
2037
Vantage Financial Partners (Illinois)
Illinois
$352K – – –
MJP
2038
Michael J. Puzo
$351K -$21.9K -500 -5%
IFO
2039
Independent Family Office
New York
$351K – – –
SAA
2040
Southeast Asset Advisors
Georgia
$350K +$24.6K +561 +7%
FFC
2041
First Financial Corp
Indiana
$349K -$12.4K -283 -3%
GC
2042
Gilbert & Cook
Iowa
$348K +$6.05K +138 +2%
CMBA
2043
C.M. Bidwell & Associates
Hawaii
$348K +$389K +8,859 New
PA
2044
Parkside Advisors
California
$346K – – –
MPW
2045
Monterey Private Wealth
California
$345K -$163K -3,704 -30%
SCM
2046
Silvant Capital Management
Georgia
$343K – – –
AFA
2047
Arlington Financial Advisors
California
$341K -$4.38M -99,877 -92%
CIM
2048
CIM Investment Management
Pennsylvania
$339K -$71.8K -1,636 -16%
NCM
2049
Noesis Capital Mangement
Florida
$339K -$23K -525 -6%
NAMP
2050
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$338K +$4.39K +100 +1%
80 81
82
83 84