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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2026
Marino Stram & Associates
Massachusetts
$503K +$28.4K +82 +6%
DU
2027
Delphia (USA)
Ontario, Canada
$503K +$485K +1,401 New
WA
2028
WBH Advisory
Maryland
$501K -$8.65K -25 -2%
NSB
2029
Norway Savings Bank
Maine
$501K – – –
SMA
2030
Sage Mountain Advisors
Georgia
$501K +$224K +649 +87%
DPI
2031
Diversified Portfolios Inc
Michigan
$499K – – –
PIC
2032
Portland Investment Counsel
Ontario, Canada
$499K – – –
BAM
2033
Byrne Asset Management
New Jersey
$499K +$481K +1,390 New
CRCM
2034
Corbett Road Capital Management
Virginia
$498K +$14.9K +43 +3%
FMTCOCP
2035
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$496K – – –
MMPW
2036
Mitchell McLeod Pugh & Williams
Alabama
$496K – – –
SIMG
2037
Sonora Investment Management Group
Arizona
$496K +$477K +1,380 New
ME
2038
McIlrath & Eck
Washington
$494K – – –
APA
2039
Astoria Portfolio Advisors
New York
$494K +$475K +1,374 New
IVP
2040
Intrinsic Value Partners
Arizona
$493K +$475K +1,373 New
BMC
2041
Beaton Management Company
Massachusetts
$492K – – –
SVWAG
2042
Sound View Wealth Advisors Group
Georgia
$491K -$63.3K -183 -12%
CPSAC
2043
Chas P. Smith & Associates (CPS)
Florida
$490K +$1.73K +5 +0.4%
AWM
2044
Accurate Wealth Management
Florida
$490K +$22.8K +66 +5%
TSWM
2045
Triangle Securities Wealth Management
North Carolina
$489K -$7.26K -21 -2%
DWA
2046
Delos Wealth Advisors
Texas
$489K – – –
MC
2047
Merlin Capital
Rhode Island
$489K +$471K +1,361 New
HFM
2048
Hartford Financial Management
Connecticut
$486K +$58.4K +169 +14%
CI
2049
CPR Investments
Michigan
$484K +$466K +1,347 New
SAM
2050
Summit Asset Management
Tennessee
$483K +$27.7K +80 +6%
80 81
82
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