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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2026
Providence Capital Advisors
North Carolina
$9.46M -$3.74M -12,871 -28%
AWM
2027
Avitas Wealth Management
California
$9.45M -$85.5K -294 -0.9%
HBWM
2028
Hollow Brook Wealth Management
New York
$9.43M -$152K -523 -2%
SCM
2029
Sitrin Capital Management
California
$9.43M -$2.33K -8 -0%
FVCM
2030
F&V Capital Management
Florida
$9.43M -$228K -785 -2%
NAMP
2031
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.42M -$78K -268 -0.8%
BWL
2032
Bogart Wealth LLC
Virginia
$9.41M +$1.15M +3,955 +13%
GWCM
2033
Godshalk Welsh Capital Management
Pennsylvania
$9.39M -$177K -610 -2%
NDSI
2034
Newman Dignan & Sheerar Inc
Rhode Island
$9.39M -$94.8K -326 -1%
BCM
2035
Blume Capital Management
California
$9.38M -$451K -1,550 -4%
RMAM
2036
Raab & Moskowitz Asset Management
New Jersey
$9.37M +$64.3K +221 +0.7%
CA
2037
Claro Advisors
Massachusetts
$9.36M +$1.12M +3,833 +13%
LPIC
2038
LeJeune Puetz Investment Counsel
Michigan
$9.36M +$490K +1,685 +5%
HI
2039
Hendershot Investments
Virginia
$9.35M -$98.9K -340 -1%
BCFD
2040
Boit C.F. David
$9.33M +$946K +3,250 +11%
RAM
2041
Roanoke Asset Management
New Jersey
$9.31M -$10.2K -35 -0.1%
BCCM
2042
Bridge Creek Capital Management
Massachusetts
$9.3M +$164K +565 +2%
PWSG
2043
Pacific Wealth Strategies Group
California
$9.3M +$117K +403 +1%
BFC
2044
Bedel Financial Consulting
Indiana
$9.29M -$114K -393 -1%
SFP
2045
Shepherd Financial Partners
Massachusetts
$9.29M +$11.6K +40 +0.1%
CCFM
2046
Clear Creek Financial Management
Washington
$9.27M +$57.3K +197 +0.6%
SDJVC
2047
St. Denis J. Villere & Co
Louisiana
$9.27M -$10.5M -36,043 -52%
ACM
2048
AlphaCrest Capital Management
New York
$9.27M +$7.33M +25,207 +329%
COI
2049
Connable Office Inc
Michigan
$9.26M -$571K -1,963 -6%
SIA
2050
SeaBridge Investment Advisors
New Jersey
$9.26M +$352K +1,211 +4%
80 81
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