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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2026
Chase Investment Counsel
Virginia
$1.1M +$950K +3,849 New
DP
2027
DDD Partners
Washington
$1.1M – – –
RZH
2028
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$107K +434 +13%
IFAM
2029
Institutional & Family Asset Management
Colorado
$1.1M -$178K -722 -16%
GPI
2030
General Partner Inc
Pennsylvania
$1.09M -$123K -500 -12%
FFA
2031
Fortune Financial Advisors
Kansas
$1.09M +$939K +3,804 New
ILI
2032
Invesco LLC (Illinois)
Illinois
$1.09M +$938K +3,802 New
AF
2033
Alerus Financial
North Dakota
$1.09M -$56.8K -230 -6%
RWM
2034
Revisor Wealth Management
Ohio
$1.09M +$46.9K +190 +5%
CPWM
2035
Cypress Point Wealth Management
Texas
$1.09M – – –
LWM
2036
LJI Wealth Management
Indiana
$1.08M +$96.2K +390 +12%
BHBT
2037
Burke & Herbert Bank & Trust
Virginia
$1.08M -$40.5K -164 -4%
ACM
2038
Alta Capital Management
Utah
$1.08M -$84.9K -344 -8%
BGIM
2039
Boussard & Gavaudan Investment Management
United Kingdom
$1.08M +$930K +3,770 New
HTC
2040
Haverford Trust Company
Pennsylvania
$1.08M -$42.9K -174 -4%
CPRC
2041
Consolidated Portfolio Review Corp
New York
$1.08M -$72.8K -295 -7%
BIA
2042
Benchmark Investment Advisors
Illinois
$1.08M +$59.2K +240 +7%
DFG
2043
Delta Financial Group
New Jersey
$1.08M +$113K +458 +14%
AM
2044
AGF Management
Ontario, Canada
$1.08M +$548K +2,219 +145%
HNWAG
2045
High Net Worth Advisory Group
Florida
$1.08M -$208K -841 -18%
I
2046
INVST
Indiana
$1.07M -$13.6K -55 -1%
TW
2047
Towerpoint Wealth
California
$1.07M +$987 +4 +0.1%
HCM
2048
Highlander Capital Management
New Jersey
$1.07M -$6.17K -25 -0.7%
WCM
2049
Wedge Capital Management
North Carolina
$1.07M -$74.3K -301 -7%
BOS
2050
Bank of Stockton
California
$1.07M +$68.4K +277 +8%
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