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Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
2026
Murphy Middleton Hinkle & Parker
Georgia
$1.64M +$1.57M +19,144 New
HIC
2027
Harvey Investment Company
Kentucky
$1.63M – – –
PFBT
2028
Parkside Financial Bank & Trust
Missouri
$1.63M +$53.6K +654 +4%
PH
2029
Pinnacle Holdings
Oklahoma
$1.62M -$3.44K -42 -0.2%
WWMSC
2030
Wagner Wealth Management (South Carolina)
South Carolina
$1.62M +$1.51M +18,422 New
MA
2031
MCF Advisors
Kentucky
$1.62M -$20.5K -250 -1%
IBOK
2032
Independence Bank of Kentucky
Kentucky
$1.62M +$1.55M +18,909 New
IAMOG
2033
Investors Asset Management of Georgia
Georgia
$1.61M -$90.2K -1,100 -6%
DAS
2034
Dynamic Advisor Solutions
Arizona
$1.61M +$120K +1,459 +8%
RWM
2035
Ritholtz Wealth Management
New York
$1.61M +$1.25M +15,216 +424%
FSCM
2036
Front Street Capital Management
Montana
$1.6M +$41K +500 +3%
OAMG
2037
Odey Asset Management Group
United Kingdom
$1.59M -$112K -1,360 -7%
FI
2038
FormulaFolio Investments
Michigan
$1.58M +$99.6K +1,214 +7%
MSU
2039
Mizuho Securities USA
New York
$1.58M +$262K +3,199 +21%
SCM
2040
Snow Capital Management
Pennsylvania
$1.58M -$2.5M -30,500 -62%
OAM
2041
Oxford Asset Management
United Kingdom
$1.58M -$3.38M -41,146 -69%
TNAM
2042
Terra Nova Asset Management
New York
$1.58M +$86.5K +1,055 +6%
WCBA
2043
Weaver C. Barksdale & Associates
Tennessee
$1.57M -$26.3K -321 -2%
NWS
2044
Newport Wealth Strategies
California
$1.57M +$1.36M +16,563 New
NAM
2045
Needelman Asset Management
California
$1.57M -$189K -2,305 -11%
JGIA
2046
Jackson Grant Investment Advisers
Connecticut
$1.57M -$61.4K -749 -4%
CPIA
2047
Cornell Pochily Investment Advisors
New York
$1.56M +$1.5M +18,245 New
NERM
2048
New England Research & Management
Illinois
$1.56M -$19.4K -236 -1%
AWS
2049
AJ Wealth Strategies
New York
$1.55M +$159K +1,942 +12%
PAS
2050
Partnervest Advisory Services
California
$1.55M +$74.2K +905 +5%
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