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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2026
Brookstone Capital Management
Illinois
$532K -$56.7K -1,082 -10%
CIC
2027
Cornercap Investment Counsel
Georgia
$531K +$14.2K +270 +3%
LA
2028
Lau Associates
Delaware
$530K
FHB
2029
First Hawaiian Bank
Hawaii
$530K +$6.76K +129 +1%
IF
2030
IRON Financial
Illinois
$526K -$40.5K -773 -8%
HJA
2031
Hugh Johnson Advisors
New York
$524K +$19.5K +372 +4%
MPIA
2032
Mountain Pacific Investment Advisers
Idaho
$519K -$36.7K -700 -7%
CAL
2033
Capital Advisors Ltd
Ohio
$517K
TT
2034
Tiedemann Trust
Delaware
$515K +$198K +3,776 +68%
AC
2035
Alexandria Capital
Virginia
$510K -$46K -877 -9%
CPA
2036
Cowen Prime Advisors
New York
$510K
SCM
2037
Southport Capital Management
Tennessee
$506K
FPB
2038
First PREMIER Bank
South Dakota
$500K -$19.7K -375 -4%
GVT
2039
Genesee Valley Trust
New York
$499K -$3.41K -65 -0.7%
RPA
2040
Rock Point Advisors
Vermont
$498K -$19.8K -378 -4%
WOC
2041
West Oak Capital
California
$492K -$28.8K -550 -6%
GA
2042
Geller Advisors
New York
$492K -$140K -2,667 -23%
SAMT
2043
Select Asset Management & Trust
Pennsylvania
$492K
DBG
2044
De Burlo Group
Massachusetts
$490K -$4.72K -90 -1%
CRC
2045
Curi RMB Capital
Illinois
$489K +$83.9K +1,600 +22%
KA
2046
Klingman & Associates
New York
$485K
PCM
2047
Prelude Capital Management
New York
$481K +$429K +8,179 +1,570%
GWI
2048
Grace & White Inc
New York
$473K
CG
2049
Corundum Group
Colorado
$473K +$89.3K +1,703 +25%
MBA
2050
McQueen Ball & Associates
Pennsylvania
$466K +$1.31K +25 +0.3%