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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2026
Westmount Partners
California
$14.4M +$301K +744 +2%
CPL
2027
Corecam Pte Ltd
$14.4M +$3.75M +9,270 +32%
SC
2028
Scholtz & Company
Connecticut
$14.4M -$845K -2,089 -5%
SCM
2029
Stonebridge Capital Management
California
$14.4M -$1.98M -4,896 -11%
BI
2030
Bradyco Inc
Massachusetts
$14.4M – – –
SCA
2031
Sage Capital Advisors
South Dakota
$14.4M +$153K +377 +1%
ZBNA
2032
Zions Bancorporation, National Association
Utah
$14.4M -$5.38M -13,294 -26%
TBT
2033
Texas Bank & Trust
Texas
$14.3M +$236K +583 +2%
QI
2034
QV Investors
Alberta, Canada
$14.3M +$15.6M +38,460 New
DE
2035
Diversified Enterprises
Delaware
$14.3M -$36.4K -90 -0.2%
AF
2036
Apollon Financial
South Carolina
$14.3M -$445K -1,100 -3%
MJP
2037
Michael J. Puzo
$14.3M +$172K +424 +1%
ACM
2038
Adalta Capital Management
New York
$14.3M -$425K -1,050 -3%
JSL
2039
JT Stratford LLC
Georgia
$14.3M +$3.56M +8,801 +30%
BFG
2040
Berger Financial Group
Minnesota
$14.3M -$678K -1,675 -4%
HVP
2041
Hudson Value Partners
Florida
$14.3M +$1.1M +2,722 +8%
ZI
2042
ZEGA Investments
Florida
$14.2M +$1.59M +3,936 +12%
CWP
2043
Concord Wealth Partners
Virginia
$14.2M -$1.25M -3,097 -8%
LC
2044
LRZ Capital
Florida
$14.2M -$5.02M -12,395 -25%
AIM
2045
Acropolis Investment Management
Missouri
$14.2M -$1.33M -3,286 -8%
BE
2046
Bonness Enterprises
District of Columbia
$14.2M -$202K -500 -1%
RCM
2047
Ravenstone Capital Management
$14.2M +$473K +1,170 +3%
JSAM
2048
J. Safra Asset Management
New York
$14.1M +$306K +757 +2%
RFP
2049
Root Financial Partners
California
$14.1M +$1.15M +2,848 +8%
OL
2050
Optas LLC
Texas
$14.1M +$975K +2,409 +7%
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