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Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
2026
AGF Investments LLC
Ontario, Canada
$341K -$26.6K -478 -7%
MIC
2027
Meridian Investment Counsel
California
$341K – – –
SCM
2028
Sterneck Capital Management
Missouri
$341K – – –
SFG
2029
Sovereign Financial Group
Connecticut
$340K -$24.5K -440 -6%
TC
2030
Tatro Capital
Kentucky
$339K +$4.57K +82 +1%
FFG
2031
Frisch Financial Group
New York
$338K -$19.5K -349 -5%
DDPIC
2032
Deroy & Devereaux Private Investment Counsel
Michigan
$338K – – –
1WM
2033
1900 Wealth Management
Texas
$338K +$10.4K +187 +3%
MSS
2034
Mitchell Sinkler & Starr
Pennsylvania
$337K – – –
CYG
2035
Clean Yield Group
Vermont
$336K +$63.2K +1,133 +21%
BBHBI
2036
B, B, H, & B Inc
Alabama
$335K +$56 +1 +0%
MKC
2037
M. Kraus & Co
Vermont
$335K +$2.23K +40 +0.6%
C
2038
Certuity
Florida
$335K +$2.51K +45 +0.7%
FIM
2039
Fernwood Investment Management
Massachusetts
$335K +$28.5K +511 +9%
GC
2040
Gibson Capital
Pennsylvania
$335K +$33.4K +600 +10%
BHTS
2041
Bar Harbor Trust Services
Maine
$334K – – –
BPGAM
2042
BTG Pactual Global Asset Management
Bermuda
$334K +$355K +6,363 New
WOC
2043
West Oak Capital
California
$333K – – –
WFAG
2044
Wescott Financial Advisory Group
Pennsylvania
$333K +$10.5K +189 +3%
IFG
2045
Investors Financial Group
Minnesota
$332K +$11.8K +211 +3%
UF
2046
Univest Financial
Pennsylvania
$330K – – –
CCM
2047
Crew Capital Management
Ohio
$330K +$1.39K +25 +0.4%
FHC
2048
First Heartland Consultants
Missouri
$329K -$166K -2,972 -32%
ML
2049
McAdam LLC
Pennsylvania
$329K +$3.57K +64 +1%
PJSIMP
2050
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$6.13K -110 -2%
80 81
82
83 84