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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Alethea Capital Management
Washington
$343K – – –
SCM
2027
Sterneck Capital Management
Missouri
$343K – – –
MIC
2028
Meridian Investment Counsel
California
$342K – – –
6F
2029
626 Financial
Michigan
$342K +$277K +5,512 New
FVWA
2030
Foster Victor Wealth Advisors
South Carolina
$341K +$27.6K +549 +9%
MKC
2031
M. Kraus & Co
Vermont
$340K -$1.56K -31 -0.5%
DDPIC
2032
Deroy & Devereaux Private Investment Counsel
Michigan
$340K – – –
MSS
2033
Mitchell Sinkler & Starr
Pennsylvania
$339K +$56.1K +1,115 +21%
CWM
2034
Cahaba Wealth Management
Georgia
$338K -$131K -2,610 -29%
BBHBI
2035
B, B, H, & B Inc
Alabama
$336K -$30.9K -614 -9%
BHTS
2036
Bar Harbor Trust Services
Maine
$335K -$15K -299 -4%
WOC
2037
West Oak Capital
California
$335K -$10.8K -215 -3%
POIA
2038
Pin Oak Investment Advisors
Texas
$335K – – –
WF
2039
WoodTrust Financial
Wisconsin
$335K +$320K +6,360 New
SWP
2040
Summit Wealth Partners
Florida
$334K +$1.06K +21 +0.3%
AAS
2041
Annex Advisory Services
Wisconsin
$333K -$17.9K -355 -5%
MW
2042
MBL Wealth
North Carolina
$333K +$29.6K +588 +10%
JLBC
2043
J.L. Bainbridge & Co
Florida
$332K -$6.44K -128 -2%
ACH
2044
ArrowMark Colorado Holdings
Colorado
$331K – – –
UF
2045
Univest Financial
Pennsylvania
$331K – – –
FNC
2046
First National Corp
Massachusetts
$331K +$654 +13 +0.2%
TC
2047
Tatro Capital
Kentucky
$331K +$12.6K +250 +4%
TWM
2048
TriaGen Wealth Management
California
$329K -$22.8K -453 -7%
MWM
2049
MBE Wealth Management
Wisconsin
$329K +$104K +2,058 +49%
MWM
2050
Mascoma Wealth Management
New Hampshire
$328K -$7.55K -150 -2%
80 81
82
83 84