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Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2026
Hamilton Point Investment Advisors
North Carolina
$364K – – –
QAM
2027
QCI Asset Management
New York
$363K -$8.92K -164 -2%
OAM
2028
Oak Asset Management
California
$362K +$364K +6,683 New
ACP
2029
Aviance Capital Partners
Florida
$361K +$54 +1 +0%
FSA
2030
Fort Sheridan Advisors
Illinois
$361K +$28.6K +525 +9%
HI
2031
Hendershot Investments
Virginia
$359K – – –
SAM
2032
Security Asset Management
New York
$359K – – –
BCM
2033
Becker Capital Management
Oregon
$359K +$103K +1,887 +40%
SA
2034
SRH Advisors
Kansas
$358K +$598 +11 +0.2%
FPCM
2035
Financial Partners Capital Management
New York
$357K – – –
RW
2036
Rede Wealth
Virginia
$357K – – –
SSWG
2037
Seven Springs Wealth Group
Tennessee
$356K +$54.4K +1,000 +18%
PP
2038
Professional Planning
California
$355K +$49.5K +909 +16%
CCM
2039
Chiron Capital Management
Florida
$354K -$86.8K -1,595 -20%
ML
2040
McAdam LLC
Pennsylvania
$354K +$31K +570 +10%
KL
2041
KWMG LLC
Kansas
$353K -$4.79K -88 -1%
GIP
2042
Granite Investment Partners
California
$353K – – –
MA
2043
MCF Advisors
Kentucky
$353K +$149K +2,740 +73%
ACM
2044
Alethea Capital Management
Washington
$352K -$109 -2 -0%
CC
2045
Cornerstone Capital
California
$352K – – –
IIC
2046
Integrated Investment Consultants
Michigan
$352K +$49.1K +902 +16%
MIC
2047
Meridian Investment Counsel
California
$351K – – –
LWM
2048
Liberty Wealth Management
California
$351K +$12.4K +228 +4%
PWAG
2049
Polaris Wealth Advisory Group
California
$351K +$49K +900 +16%
PJSIMP
2050
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K +$5.99K +110 +2%
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