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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2026
BOK Financial Private Wealth
Colorado
$9.89M -$151K -593 -2%
BWM
2027
BNC Wealth Management
Oregon
$9.88M -$11.5K -45 -0.1%
SW
2028
SlateStone Wealth
Florida
$9.86M +$980K +3,840 +13%
DIM
2029
Delta Investment Management
California
$9.85M +$1.25M +4,884 +17%
PP
2030
PDS Planning
Ohio
$9.85M +$2.4M +9,427 +38%
WP
2031
Westmount Partners
California
$9.81M +$360K +1,411 +4%
MFFIA
2032
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$9.81M -$804K -3,150 -8%
CWM
2033
Concentric Wealth Management
California
$9.81M +$73.2K +287 +0.9%
OPA
2034
Old Port Advisors
Maine
$9.8M -$168K -658 -2%
BO
2035
Bank OZK
Arkansas
$9.8M -$154K -604 -2%
FWC
2036
First Washington Corp
Washington
$9.78M -$1.76M -6,883 -17%
BIG
2037
Builder Investment Group
Georgia
$9.77M -$34.4K -135 -0.4%
CIG
2038
Consolidated Investment Group
Colorado
$9.77M – – –
AIA
2039
AIMZ Investment Advisors
California
$9.76M -$177K -693 -2%
UCI
2040
Uncommon Cents Investing
Wisconsin
$9.76M +$122K +478 +1%
UHC
2041
Union Heritage Capital
Michigan
$9.74M -$306K -1,200 -3%
BIMC
2042
Benson Investment Management Company
Virginia
$9.74M -$868K -3,401 -9%
CWM
2043
Chronos Wealth Management
Florida
$9.73M -$57.6K -226 -0.7%
DBIA
2044
Dumont & Blake Investment Advisors
New Jersey
$9.72M -$89.8K -352 -1%
CCM
2045
Carderock Capital Management
Maryland
$9.71M -$103K -404 -1%
DCM
2046
Dudley Capital Management
Virginia
$9.69M +$5.36K +21 +0.1%
CWC
2047
Carolinas Wealth Consulting
North Carolina
$9.68M +$326K +1,279 +1%
PP
2048
Pegasus Partners
Wisconsin
$9.68M +$147K +578 +2%
BONH
2049
Bank of New Hampshire
New Hampshire
$9.66M -$2.66M -10,447 -24%
AP
2050
Arlington Partners
Alabama
$9.65M +$1.53M +5,985 +22%
80 81
82
83 84