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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
2026
South Street Advisors
New York
$366K -$970K -22,250 -71%
SFP
2027
Shepherd Financial Partners
Massachusetts
$366K -$26.5K -609 -6%
WCM
2028
Wedge Capital Management
North Carolina
$365K +$5.54K +127 +1%
ACM
2029
AlphaStar Capital Management
North Carolina
$365K +$33.9K +778 +9%
PIMG
2030
Patriot Investment Management Group
Tennessee
$364K -$2.75K -63 -0.7%
FFC
2031
First Financial Corp
Indiana
$364K +$28.9K +664 +8%
JG
2032
Jefferies Group
New York
$360K -$1.06M -24,381 -73%
AWM
2033
Absher Wealth Management
North Carolina
$360K -$21.4K -491 -5%
SFWA
2034
Summit Financial Wealth Advisors
Louisiana
$359K +$13.1K +300 +3%
MWM
2035
Modera Wealth Management
New Jersey
$358K -$55.7K -1,277 -12%
FC
2036
Financial Consulate
Maryland
$357K -$43.7K -1,003 -10%
DCM
2037
Dimension Capital Management
Florida
$357K -$23.6K -541 -6%
PBO
2038
Peoples Bank (Ohio)
Ohio
$357K -$18.3K -419 -4%
DDPIC
2039
Deroy & Devereaux Private Investment Counsel
Michigan
$357K -$18K -414 -4%
BA
2040
Ballast Advisors
Minnesota
$357K -$2.92K -67 -0.7%
MFS
2041
Madrona Financial Services
Washington
$354K +$17.9K +410 +5%
ACA
2042
Aptus Capital Advisors
Alabama
$354K +$38K +871 +11%
VA
2043
Valmark Advisers
Ohio
$353K -$60.4K -1,386 -13%
AAM
2044
Autus Asset Management
Arizona
$353K -$37.2K -853 -9%
WAP
2045
Wealthcare Advisory Partners
Pennsylvania
$353K +$16.7K +383 +4%
M
2046
Mirova
France
$353K +$80.1K +1,837 +26%
CAM
2047
Cacti Asset Management
Georgia
$352K – – –
MSA
2048
Marino Stram & Associates
Massachusetts
$351K -$214K -4,908 -35%
IFO
2049
Independent Family Office
New York
$351K – – –
GD
2050
Grandfield & Dodd
New York
$350K -$39.1K -898 -9%
80 81
82
83 84