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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
2026
Vista Investment Management
Pennsylvania
$333K +$28K +155 +10%
AWA
2027
Acorn Wealth Advisors
Michigan
$332K -$9.04K -50 -3%
NWS
2028
Newport Wealth Strategies
California
$330K -$345K -1,910 -53%
CHA
2029
Cooper/Haims Advisors
New York
$330K +$1.26K +7 +0.4%
LA
2030
Lynch & Associates
Indiana
$330K +$13.7K +76 +5%
SFG
2031
StrategIQ Financial Group
Indiana
$329K -$11.6K -64 -4%
RIG
2032
Renaissance Investment Group
Massachusetts
$329K – – –
CCFCSB
2033
Cape Cod Five Cents Savings Bank
Massachusetts
$329K +$10.7K +59 +4%
B
2034
Bridgeworth
Alabama
$328K -$3.61K -20 -1%
LRIA
2035
Leonard Rickey Investment Advisors
Washington
$328K – – –
WDL
2036
Well Done LLC
Michigan
$328K +$32K +177 +12%
SCA
2037
Sage Capital Advisors
South Dakota
$327K +$36.1K +200 +14%
HPC
2038
Hobart Private Capital
North Carolina
$327K +$38.7K +214 +15%
FCMC
2039
Founders Capital Management (Connecticut)
Connecticut
$326K – – –
WSC
2040
Wellington Shields & Co
New York
$325K -$119K -660 -28%
VAM
2041
Visionary Asset Management
Texas
$324K +$3.79K +21 +1%
BO
2042
Bach Option
Hong Kong
$323K +$300K +1,660 New
HBT
2043
Hills Bank & Trust
Iowa
$323K +$300K +1,662 New
CCM
2044
Crossvault Capital Management
Texas
$322K – – –
BCP
2045
Berkeley Capital Partners
Georgia
$322K +$300K +1,660 New
FHB
2046
First Hawaiian Bank
Hawaii
$321K -$75.5K -418 -20%
CAI
2047
Capital Advisors Inc
Oklahoma
$321K +$9.04K +50 +3%
WA
2048
WealthTrust Axiom
Pennsylvania
$320K -$23.5K -130 -7%
FMC
2049
First Merchants Corp
Indiana
$319K -$255K -1,410 -46%
SFS
2050
Summit Financial Strategies
Ohio
$319K +$70.1K +388 +31%
80 81
82
83 84