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Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2026
Diversified Portfolios Inc
Michigan
$439K – – –
NSB
2027
Norway Savings Bank
Maine
$439K – – –
PIC
2028
Portland Investment Counsel
Ontario, Canada
$439K – – –
SIC
2029
Sterling Investment Counsel
New York
$437K +$30.3K +88 +7%
FMTCOCP
2030
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$435K – – –
SC
2031
Skylands Capital
Wisconsin
$434K -$8.61K -25 -2%
LP
2032
LGL Partners
Pennsylvania
$434K – – –
DOA
2033
D'Orazio & Associates
Virginia
$434K +$105K +304 +28%
SF
2034
Symphony Financial
Texas
$433K -$36.2K -105 -7%
ME
2035
McIlrath & Eck
Washington
$433K – – –
AFP
2036
Ausdal Financial Partners
Iowa
$432K +$77.5K +225 +20%
CA
2037
Calton & Associates
Florida
$430K -$80.2K -233 -15%
BAM
2038
Byrne Asset Management
New Jersey
$430K -$5.51K -16 -1%
CC
2039
Callan Capital
California
$430K – – –
GIP
2040
Granite Investment Partners
California
$430K – – –
IVP
2041
Intrinsic Value Partners
Arizona
$428K -$344 -1 -0.1%
CB
2042
CNB Bank
Pennsylvania
$427K -$8.95K -26 -2%
HFM
2043
Hartford Financial Management
Connecticut
$427K +$689 +2 +0.1%
SAM
2044
Summit Asset Management
Tennessee
$427K +$3.44K +10 +0.7%
TFA
2045
Teamwork Financial Advisors
Texas
$426K -$795K -2,307 -63%
DSN
2046
D. Scott Neal
Kentucky
$426K – – –
NP
2047
Ninepoint Partners
Ontario, Canada
$426K – – –
CA
2048
Centerpoint Advisors
Massachusetts
$424K – – –
TA
2049
TruWealth Advisors
Louisiana
$424K +$7.58K +22 +2%
MCM
2050
MV Capital Management
Maryland
$423K +$56.5K +164 +14%
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