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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
2026
TrustCore Financial Services
Tennessee
$1.85M +$206K +2,254 +13%
SMM
2027
Stadion Money Management
Georgia
$1.84M -$237K -2,594 -11%
AWS
2028
AJ Wealth Strategies
New York
$1.84M +$181K +1,979 +11%
BOC
2029
Barbara Oil Co
Illinois
$1.82M – – –
FMTCOCP
2030
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M +$4.57K +50 +0.3%
CCM
2031
Carlson Capital Management
Minnesota
$1.81M -$240K -2,620 -12%
TCM
2032
Tributary Capital Management
Nebraska
$1.81M -$110K -1,200 -6%
SWA
2033
Sutton Wealth Advisors
Florida
$1.81M – – –
RM
2034
Resource Management
Louisiana
$1.8M -$12.9K -141 -0.7%
CT
2035
CPF Texas
Texas
$1.8M – – –
SMC
2036
S. Muoio & Co
New York
$1.8M -$45.7K -500 -2%
CCA
2037
Catalyst Capital Advisors
New York
$1.8M -$155K -1,700 -8%
PAA
2038
Peregrine Asset Advisers
Oregon
$1.8M -$331K -3,621 -16%
BEC
2039
Blue Edge Capital
Virginia
$1.79M -$44K -481 -2%
ACM
2040
Ashford Capital Management
Delaware
$1.79M -$14.4K -158 -0.8%
GBT
2041
Grove Bank & Trust
Florida
$1.78M -$28.4K -311 -2%
MIM
2042
Montgomery Investment Management
Maryland
$1.78M – – –
BOS
2043
Bank of Stockton
California
$1.78M -$236K -2,580 -12%
PTCG
2044
Pring Turner Capital Group
California
$1.77M -$1.05M -11,460 -37%
CC
2045
Cedar Capital
Illinois
$1.77M +$836K +9,139 +89%
WI
2046
Wintrust Investments
Illinois
$1.77M -$1.51M -16,466 -46%
CWS
2047
Cypress Wealth Services
California
$1.76M -$20.7K -226 -1%
FI
2048
FormulaFolio Investments
Michigan
$1.76M +$73.6K +805 +4%
WI
2049
Wedgewood Investors
Pennsylvania
$1.76M -$1.1K -12 -0.1%
PG
2050
Proffitt & Goodson
Tennessee
$1.76M -$44.3K -484 -2%
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