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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Aviso Wealth Management
Washington
$915K -$115K -252 -12%
MAM
2027
Madison Asset Management
Wisconsin
$913K -$1.83K -4 -0.2%
CC
2028
Cadinha & Co
Hawaii
$913K – – –
TCM
2029
Tributary Capital Management
Nebraska
$910K -$126K -275 -13%
VDBMI
2030
Van Den Berg Management I
Texas
$909K -$19.7K -43 -2%
BWP
2031
BSW Wealth Partners
Colorado
$908K -$10.1K -22 -1%
JWM
2032
Janiczek Wealth Management
Colorado
$907K +$69.5K +152 +9%
MPPW
2033
Mitchell & Pahl Private Wealth
Oklahoma
$906K -$52.1K -114 -6%
KA
2034
KLCM Advisors
Wisconsin
$903K -$74.5K -163 -8%
TIA
2035
Traphagen Investment Advisors
New Jersey
$900K +$2.29K +5 +0.3%
CC
2036
Callan Capital
California
$900K +$198K +434 +30%
PBK
2037
Peoples Bank (Kansas)
Kansas
$900K -$38.9K -85 -4%
CMI
2038
Clare Market Investments
Texas
$898K +$16.5K +36 +2%
SIC
2039
Sterling Investment Counsel
New York
$897K +$52.6K +115 +7%
SC
2040
Solstein Capital
California
$895K -$10.5K -23 -1%
BAM
2041
Byrne Asset Management
New Jersey
$891K -$846K -1,851 Closed
FNBOH
2042
First National Bank of Hutchinson
Kansas
$889K +$16K +35 +2%
DJSG
2043
D.J. St. Germain
Massachusetts
$889K +$4.11K +9 +0.5%
WT
2044
Washington Trust
Rhode Island
$884K – – –
NQWM
2045
Northwest Quadrant Wealth Management
Oregon
$882K +$914 +2 +0.1%
VBCG
2046
Valley Brook Capital Group
Pennsylvania
$881K – – –
TFP
2047
Tilia Fiduciary Partners
North Carolina
$878K -$17.8K -39 -2%
WB
2048
Webster Bank
Connecticut
$875K +$44.3K +97 +6%
WMA
2049
Wealth Management Associates
New Jersey
$874K -$50.3K -110 -5%
SGCA
2050
Steel Grove Capital Advisors
Tennessee
$873K +$31.5K +69 +4%
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