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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2026
Skylands Capital
Wisconsin
$503K – – –
MSA
2027
Marino Stram & Associates
Massachusetts
$503K +$28.4K +82 +6%
DU
2028
Delphia (USA)
Ontario, Canada
$503K +$485K +1,401 New
WA
2029
WBH Advisory
Maryland
$501K -$8.65K -25 -2%
NSB
2030
Norway Savings Bank
Maine
$501K – – –
SMA
2031
Sage Mountain Advisors
Georgia
$501K +$224K +649 +87%
DPI
2032
Diversified Portfolios Inc
Michigan
$499K – – –
PIC
2033
Portland Investment Counsel
Ontario, Canada
$499K – – –
BAM
2034
Byrne Asset Management
New Jersey
$499K +$481K +1,390 New
CRCM
2035
Corbett Road Capital Management
Virginia
$498K +$14.9K +43 +3%
FMTCOCP
2036
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$496K – – –
MMPW
2037
Mitchell McLeod Pugh & Williams
Alabama
$496K – – –
SIMG
2038
Sonora Investment Management Group
Arizona
$496K +$477K +1,380 New
ME
2039
McIlrath & Eck
Washington
$494K – – –
APA
2040
Astoria Portfolio Advisors
New York
$494K +$475K +1,374 New
IVP
2041
Intrinsic Value Partners
Arizona
$493K +$475K +1,373 New
BMC
2042
Beaton Management Company
Massachusetts
$492K – – –
SVWAG
2043
Sound View Wealth Advisors Group
Georgia
$491K -$63.3K -183 -12%
CPSAC
2044
Chas P. Smith & Associates (CPS)
Florida
$490K +$1.73K +5 +0.4%
AWM
2045
Accurate Wealth Management
Florida
$490K +$22.8K +66 +5%
TSWM
2046
Triangle Securities Wealth Management
North Carolina
$489K -$7.26K -21 -2%
DWA
2047
Delos Wealth Advisors
Texas
$489K – – –
MC
2048
Merlin Capital
Rhode Island
$489K +$471K +1,361 New
HFM
2049
Hartford Financial Management
Connecticut
$486K +$58.4K +169 +14%
CI
2050
CPR Investments
Michigan
$484K +$466K +1,347 New