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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2026
Spinnaker Trust
Maine
$16.4M +$764K +3,714 +5%
CNC
2027
Citizens & Northern Corp
Pennsylvania
$16.4M -$184K -895 -1%
FI
2028
Firetrail Investments
Australia
$16.4M -$432K -2,100 -2%
BC
2029
Barrett & Company
Rhode Island
$16.4M +$3.55M +17,275 +27%
FWM
2030
Finer Wealth Management
Massachusetts
$16.3M -$238K -1,157 -1%
MC
2031
Middleton & Co
Massachusetts
$16.3M +$1.61M +7,854 +11%
ANBT
2032
American National Bank & Trust
Texas
$16.3M +$654K +3,179 +4%
CPWA
2033
Cerro Pacific Wealth Advisors
California
$16.3M -$179K -872 -1%
PAM
2034
Pegasus Asset Management
New York
$16.3M -$45.4K -221 -0.3%
PFM
2035
Privium Fund Management
Netherlands
$16.2M – – –
NGA
2036
Naples Global Advisors
Florida
$16.2M +$763K +3,709 +5%
LS
2037
Leelyn Smith
Illinois
$16.2M -$323K -1,570 -2%
MWM
2038
Maridea Wealth Management
New York
$16.2M +$2.52M +12,258 +18%
ACM
2039
Arini Captial Management
United Kingdom
$16.1M +$16.6M +80,600 New
SAM
2040
S.A. Mason
Michigan
$16.1M +$157K +762 +1%
HIA
2041
Harbor Investment Advisory
Maryland
$16.1M +$698K +3,397 +4%
CIM
2042
Corda Investment Management
Texas
$16.1M +$499K +2,427 +3%
IP
2043
Intellectus Partners
California
$16.1M +$1.53M +7,441 +10%
MEG
2044
Millstone Evans Group
Colorado
$16M +$65.8K +320 +0.4%
PAMI
2045
Perseverance Asset Management International
Cayman Islands
$16M -$43.2M -210,000 -72%
MP
2046
Maestria Partners
Georgia
$16M – – –
PRA
2047
Pine Ridge Advisers
New York
$16M +$8.22M +40,000 +100%
PPC
2048
Park Place Capital
Alabama
$16M +$399K +1,940 +2%
AWAG
2049
ARS Wealth Advisors Group
Florida
$16M +$1.3M +6,324 +9%
TAIM
2050
Te Ahumairangi Investment Management
New Zealand
$16M +$2.1M +10,205 +15%
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