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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2026
Leonard Rickey Investment Advisors
Washington
$222K +$183K +1,359 New
PS
2027
Portfolio Strategies
New York
$221K +$192K +1,430 New
WAG
2028
Winthrop Advisory Group
Massachusetts
$221K +$193K +1,432 New
HR
2029
Hayden Royal
North Carolina
$220K +$191K +1,419 New
BMCM
2030
Bryn Mawr Capital Management
Pennsylvania
$220K +$191K +1,422 New
WAOI
2031
Wealth Advisors of Iowa
Iowa
$220K +$191K +1,422 New
CPIA
2032
Cornell Pochily Investment Advisors
New York
$220K +$192K +1,423 New
GI
2033
Gradient Investments
Minnesota
$219K +$2.42K +18 +1%
ATIA
2034
American Trust Investment Advisors
New Hampshire
$219K +$190K +1,415 New
RIG
2035
Roosevelt Investment Group
New York
$219K +$191K +1,420 New
BA
2036
Ballast Advisors
Minnesota
$218K +$190K +1,413 New
BOS
2037
Bingham Osborn & Scarborough
California
$217K +$189K +1,402 New
IGGA
2038
Iron Gate Global Advisors
Utah
$217K +$189K +1,408 New
NC
2039
NinePointTwo Capital
California
$217K +$190K +1,410 New
CB
2040
Cadence Bank
Mississippi
$216K -$646K -4,800 -77%
ZIC
2041
ZWJ Investment Counsel
Georgia
$216K -$42.3K -314 -18%
BC
2042
Blackhill Capital
New Jersey
$216K – – –
PA
2043
Parkside Advisors
California
$216K +$188K +1,395 New
BAM
2044
Berkshire Asset Management
Pennsylvania
$216K +$188K +1,396 New
FBC
2045
Fairfield, Bush & Co
Connecticut
$216K +$188K +1,400 New
FCIM
2046
Fairview Capital Investment Management
California
$215K +$188K +1,398 New
EBSAM
2047
Eubel Brady & Suttman Asset Management
Ohio
$214K -$217K -1,609 -50%
HCP
2048
Hexagon Capital Partners
Arkansas
$214K +$3.9K +29 +2%
VHAM
2049
Van Hulzen Asset Management
California
$214K +$186K +1,383 New
CRIG
2050
Charter Research & Investment Group
Connecticut
$214K +$186K +1,384 New
80 81
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