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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2026
Gleason Group
Kentucky
$656K +$12K +119 +2%
ECG
2027
Edge Capital Group
Georgia
$656K -$134K -1,333 -17%
FNBOMD
2028
First National Bank of Mount Dora
Florida
$655K +$138K +1,365 +26%
RPCONE
2029
Retirement Planning Company of New England
Rhode Island
$653K +$24.1K +239 +4%
RI
2030
Ridgewood Investments
New Jersey
$653K +$156K +1,544 +31%
BCP
2031
Berkeley Capital Partners
Georgia
$652K +$9.58K +95 +1%
HWM
2032
Hemington Wealth Management
Virginia
$652K +$6.45K +64 +1%
MAWCM
2033
Mine & Arao Wealth Creation & Management
California
$650K +$10.1K +100 +2%
RCG
2034
Resource Consulting Group
Florida
$649K +$134K +1,325 +26%
LP
2035
LGL Partners
Pennsylvania
$649K – – –
FCP
2036
Fidelis Capital Partners
Florida
$646K +$648K +6,425 New
AIM
2037
Alhambra Investment Management
Florida
$646K +$41.2K +409 +7%
EM
2038
Excalibur Management
Massachusetts
$645K -$5.24K -52 -0.8%
LCM
2039
LCM Capital Management
Illinois
$645K +$50.3K +499 +8%
AMM
2040
American Money Management
California
$645K -$95K -942 -13%
CNBT
2041
Cornerstone National Bank & Trust
Illinois
$645K -$5.44K -54 -0.8%
PAI
2042
Pittenger & Anderson Inc
Nebraska
$644K +$24.9K +247 +4%
CASB
2043
Cape Ann Savings Bank
Massachusetts
$643K -$15.9K -158 -2%
TLCM
2044
Twin Lakes Capital Management
California
$641K -$2.92K -29 -0.5%
CBNLCF
2045
Cognios Beta Neutral Large Cap Fund
Kansas
$641K – – –
EA
2046
Eclectic Associates
California
$641K -$403 -4 -0.1%
PVM
2047
Palogic Value Management
Texas
$641K +$62.9K +624 +11%
AWA
2048
Acorn Wealth Advisors
Michigan
$640K +$77K +764 +14%
SIG
2049
Spinnaker Investment Group
California
$638K +$33.6K +333 +6%
LNB
2050
Ledyard National Bank
$637K -$14.4K -143 -2%
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