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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
2026
Zullo Investment Group
Pennsylvania
$769K +$27K +555 +3%
BTIM
2027
BancFirst Trust & Investment Management
Oklahoma
$768K -$39.6K -814 -4%
VCM
2028
Virtue Capital Management
Tennessee
$767K -$109K -2,248 -11%
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$767K -$68.6K -1,412 -7%
HVP
2030
Hudson Value Partners
Florida
$767K
CAGAS
2031
Capital Advisory Group Advisory Services
Minnesota
$766K -$45.6K -938 -5%
CCMIC
2032
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$766K -$21.9K -450 -3%
OR
2033
Olympiad Research
Connecticut
$766K
CRIG
2034
Charter Research & Investment Group
Connecticut
$765K -$46.2K -950 -5%
TT
2035
TI-Trust
Illinois
$762K -$7.05K -145 -0.8%
RBC
2036
Roble Belko & Company
Pennsylvania
$762K
AA
2037
Altrafin AG
$762K +$292K +6,000 +53%
EHAM
2038
Eagle Harbor Asset Management
Washington
$761K +$118K +2,424 +16%
B
2039
Bellecapital
Switzerland
$761K +$25.7K +528 +3%
LC
2040
Lavaca Capital
Texas
$760K +$389 +8 +0.1%
GAM
2041
Gould Asset Management
California
$760K +$28.4K +584 +3%
IAS
2042
Investment Advisory Services
Texas
$758K +$4.23K +87 +0.5%
SFG
2043
StrategIQ Financial Group
Indiana
$758K +$68.3K +1,405 +9%
LWANC
2044
Laurel Wealth Advisors (North Carolina)
North Carolina
$757K
AIA
2045
AIMZ Investment Advisors
California
$755K -$2.23K -46 -0.3%
WP
2046
WealthShield Partners
North Carolina
$753K -$84.1K -1,730 -9%
MCM
2047
Magnolia Capital Management
New York
$753K
CCM
2048
Cribstone Capital Management
Maine
$753K +$8.84K +182 +1%
WAG
2049
Winthrop Advisory Group
Massachusetts
$753K +$80.3K +1,653 +11%
IIA
2050
Integral Investment Advisors
California
$752K -$59.9K -1,232 -7%