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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Carderock Capital Management
Maryland
$8.17M +$149K +620 +2%
DBIA
2027
Dumont & Blake Investment Advisors
New Jersey
$8.17M -$48K -200 -0.6%
BIG
2028
Builder Investment Group
Georgia
$8.16M +$8.17M +34,036 New
WPIC
2029
White Pine Investment Company
Michigan
$8.15M +$228K +951 +3%
MPCL
2030
My Personal CFO LLC
Washington
$8.15M +$252K +1,048 +5%
CWM
2031
Chronos Wealth Management
Florida
$8.15M +$56.9K +237 +0.7%
FBT
2032
First Bank & Trust
South Dakota
$8.15M +$49.2K +205 +0.6%
CIG
2033
Consolidated Investment Group
Colorado
$8.13M – – –
HZ
2034
Hixon Zuercher
Ohio
$8.12M +$187K +779 +2%
SXL
2035
Summit X LLC
Missouri
$8.1M -$290K -1,208 -4%
NPT
2036
Nixon Peabody Trust
Massachusetts
$8.09M +$203K +844 +3%
CWM
2037
Concentric Wealth Management
California
$8.09M +$50.9K +212 +0.6%
SFP
2038
Sandbox Financial Partners
Maryland
$8.06M -$83.8K -349 -1%
HCA
2039
Harbour Capital Advisors
Virginia
$8.06M -$275K -1,147 -3%
DCM
2040
Dudley Capital Management
Virginia
$8.06M +$8.06M +33,594 New
SFG
2041
Summit Financial Group
West Virginia
$8.03M -$326K -1,358 -4%
TF
2042
Trek Financial
Arizona
$8.02M +$717K +2,987 +10%
BCA
2043
Bray Capital Advisors
Florida
$8.02M +$82.8K +345 +1%
KI
2044
Keystone Investors
Singapore
$8.02M +$8.02M +33,428 New
WCA
2045
Westover Capital Advisors
Delaware
$8M -$960 -4 -0%
MC
2046
Martin & Co
Tennessee
$8M -$212K -883 -3%
UCI
2047
Uncommon Cents Investing
Wisconsin
$8M -$33.6K -140 -0.4%
WPC
2048
White Pine Capital
Minnesota
$7.99M -$102K -423 -1%
IC
2049
Inscription Capital
Texas
$7.96M -$202K -842 -2%
TIA
2050
Tiemann Investment Advisors
California
$7.96M -$81.4K -339 -1%
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