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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Suffolk Capital Management
New York
$271K -$14M -263,631 -98%
ACM
2027
Academy Capital Management
Texas
$271K -$29.2K -550 -9%
VA
2028
Valmark Advisers
Ohio
$270K +$12.3K +232 +4%
CAAS
2029
Capital Asset Advisory Services
Michigan
$269K -$46.5K -876 -14%
RI
2030
Ridgewood Investments
New Jersey
$268K -$13.4K -252 -4%
PL
2031
Parthenon LLC
Kentucky
$267K +$43.4K +817 +18%
BFPW
2032
BOK Financial Private Wealth
Colorado
$266K -$214K -4,036 -43%
KIA
2033
Kopp Investment Advisors
Minnesota
$266K -$7.49K -141 -3%
SWM
2034
Segment Wealth Management
Texas
$265K -$16.5K -310 -6%
BWM
2035
BigSur Wealth Management
Florida
$264K -$5.84K -110 -2%
FAM
2036
Fenimore Asset Management
New York
$263K -$18.4K -347 -6%
TL
2037
TrueWealth LLC
Georgia
$263K +$73.2K +1,378 +35%
CF
2038
Corrigan Financial
Rhode Island
$263K +$29.7K +560 +12%
DA
2039
DSC Advisors
Illinois
$262K -$16.8K -317 -6%
CAM
2040
ClariVest Asset Management
California
$262K +$88.2K +1,661 +46%
BRC
2041
Bell Rock Capital
Delaware
$262K +$135K +2,533 +92%
ACM
2042
AUA Capital Management
Pennsylvania
$261K – – –
TIM
2043
Total Investment Management
Arizona
$261K +$106 +2 +0%
SAM
2044
Security Asset Management
New York
$260K – – –
VAM
2045
Visionary Asset Management
Texas
$259K +$277K +5,211 New
OFS
2046
Orrstown Financial Services
Pennsylvania
$258K -$24.2K -455 -8%
NEPWA
2047
New England Private Wealth Advisors
Massachusetts
$258K +$584 +11 +0.2%
KAM
2048
Kazazian Asset Management
Florida
$257K -$1.08M -20,248 -80%
CP
2049
Camelot Portfolios
Ohio
$256K -$159 -3 -0.1%
CRIG
2050
Charter Research & Investment Group
Connecticut
$256K – – –
80 81
82
83 84