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Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
2026
Franklin, Parlapiano, Turner & Welch
Texas
$9.13M -$229K -901 -3%
NAMP
2027
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.12M -$877K -3,450 -9%
FTB
2028
First Trust Bank
Bahamas
$9.12M – – –
NDSI
2029
Newman Dignan & Sheerar Inc
Rhode Island
$9.11M -$88.5K -348 -1%
JCM
2030
Jacobi Capital Management
Pennsylvania
$9.08M +$222K +872 +3%
HI
2031
Hendershot Investments
Virginia
$9.07M -$21.4K -84 -0.3%
DTC
2032
Davidson Trust Company
Washington
$9.06M +$174K +686 +2%
SCM
2033
Sitrin Capital Management
California
$9.06M -$166K -655 -2%
AC
2034
Apella Capital
Connecticut
$9.05M +$5.75M +22,622 +210%
BFC
2035
Bedel Financial Consulting
Indiana
$9.03M +$193K +760 +2%
DACG
2036
Donor Advised Charitable Giving
California
$9.02M – – –
CRM
2037
Cramer Rosenthal McGlynn
Connecticut
$9M -$1.14M -4,474 -12%
LCM
2038
Legato Capital Management
California
$8.99M +$1.94M +7,614 +30%
IA
2039
IFG Advisory
Georgia
$8.98M -$51.9K -204 -0.6%
PC
2040
Permanens Capital
New York
$8.97M +$1.01M +3,956 +14%
CFG
2041
Cambridge Financial Group
Ohio
$8.97M -$189K -742 -2%
RAM
2042
Roanoke Asset Management
New Jersey
$8.96M +$1.2M +4,725 +17%
CI
2043
CX Institutional
Indiana
$8.95M +$3.3K +13 +0%
GL
2044
Graypoint LLC
New York
$8.95M +$471K +1,854 +6%
RM
2045
Resource Management
Louisiana
$8.94M +$469K +1,846 +6%
RMAM
2046
Raab & Moskowitz Asset Management
New Jersey
$8.94M +$49.8K +196 +0.6%
LIM
2047
Loudon Investment Management
New Hampshire
$8.94M -$148K -581 -2%
WA
2048
WealthTrust Axiom
Pennsylvania
$8.92M -$13.5K -53 -0.2%
SFP
2049
Shepherd Financial Partners
Massachusetts
$8.91M +$85.7K +337 +1%
LHC
2050
Little House Capital
Massachusetts
$8.91M -$1.1M -4,347 -12%
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