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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2026
Bray Capital Advisors
Florida
$6.55M -$132K -630 -2%
SFS
2027
Strategic Financial Services
New York
$6.53M -$557K -2,654 -8%
SSWM
2028
Sheets Smith Wealth Management
North Carolina
$6.5M +$1.59M +7,582 +33%
BHBT
2029
Burke & Herbert Bank & Trust
Virginia
$6.49M +$96.6K +460 +2%
MDSL
2030
M.D. Sass LLC
New York
$6.49M -$1.18M -5,600 -15%
BFC
2031
Bedel Financial Consulting
Indiana
$6.48M +$9.87K +47 +0.2%
WA1
2032
Wimmer Associates 1
California
$6.46M +$491K +2,337 +8%
RFM
2033
Royal Fund Management
Florida
$6.46M +$719K +3,422 +13%
EAM
2034
Exane Asset Management
France
$6.45M -$5.5M -26,191 -46%
B
2035
Bellecapital
Switzerland
$6.45M -$210 -1 -0%
MIC
2036
Meridian Investment Counsel
California
$6.45M – – –
TCM
2037
Tandem Capital Management
New Jersey
$6.44M -$114K -542 -2%
GAM
2038
GVO Asset Management
Switzerland
$6.44M +$347K +1,650 +6%
CI
2039
CX Institutional
Indiana
$6.42M +$526K +2,505 +9%
AIM
2040
Aspen Investment Management
Michigan
$6.42M +$99.3K +473 +2%
LFGH
2041
Lee Financial Group Hawaii
Hawaii
$6.39M -$274K -1,306 -4%
LF
2042
Lantz Financial
Illinois
$6.39M -$525K -2,499 -8%
FMT
2043
First Mercantile Trust
Tennessee
$6.37M -$1.55M -7,384 -20%
HC
2044
Hourglass Capital
Texas
$6.36M -$12.6K -60 -0.2%
HZ
2045
Hixon Zuercher
Ohio
$6.36M +$33K +157 +0.5%
HCM
2046
Hillman Capital Management
Maryland
$6.35M -$204K -970 -3%
CFFP
2047
Center for Financial Planning
Michigan
$6.35M -$46K -219 -0.7%
CCM
2048
Carlson Capital Management
Minnesota
$6.34M -$247K -1,176 -4%
SFP
2049
Shepherd Financial Partners
Massachusetts
$6.33M -$179K -852 -3%
RFWA
2050
RPg Family Wealth Advisory
Massachusetts
$6.33M +$68.3K +325 +1%
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