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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2026
Wells Trecaso Financial Group
Ohio
$276K +$53.1K +1,000 +22%
SCM
2027
Suffolk Capital Management
New York
$271K -$14M -263,631 -98%
ACM
2028
Academy Capital Management
Texas
$271K -$29.2K -550 -9%
VA
2029
Valmark Advisers
Ohio
$270K +$12.3K +232 +4%
CAAS
2030
Capital Asset Advisory Services
Michigan
$269K -$46.5K -876 -14%
RI
2031
Ridgewood Investments
New Jersey
$268K -$13.4K -252 -4%
PL
2032
Parthenon LLC
Kentucky
$267K +$43.4K +817 +18%
BFPW
2033
BOK Financial Private Wealth
Colorado
$266K -$214K -4,036 -43%
KIA
2034
Kopp Investment Advisors
Minnesota
$266K -$7.49K -141 -3%
SWM
2035
Segment Wealth Management
Texas
$265K -$16.5K -310 -6%
BWM
2036
BigSur Wealth Management
Florida
$264K -$5.84K -110 -2%
FAM
2037
Fenimore Asset Management
New York
$263K -$18.4K -347 -6%
TL
2038
TrueWealth LLC
Georgia
$263K +$73.2K +1,378 +35%
CF
2039
Corrigan Financial
Rhode Island
$263K +$29.7K +560 +12%
DA
2040
DSC Advisors
Illinois
$262K -$16.8K -317 -6%
CAM
2041
ClariVest Asset Management
California
$262K +$88.2K +1,661 +46%
BRC
2042
Bell Rock Capital
Delaware
$262K +$135K +2,533 +92%
ACM
2043
AUA Capital Management
Pennsylvania
$261K – – –
TIM
2044
Total Investment Management
Arizona
$261K +$106 +2 +0%
SAM
2045
Security Asset Management
New York
$260K – – –
VAM
2046
Visionary Asset Management
Texas
$259K +$277K +5,211 New
OFS
2047
Orrstown Financial Services
Pennsylvania
$258K -$24.2K -455 -8%
NEPWA
2048
New England Private Wealth Advisors
Massachusetts
$258K +$584 +11 +0.2%
KAM
2049
Kazazian Asset Management
Florida
$257K -$1.08M -20,248 -80%
CP
2050
Camelot Portfolios
Ohio
$256K -$159 -3 -0.1%
80 81
82
83 84