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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2026
Profit Investment Management
Maryland
$1.28M – – –
CP
2027
Covenant Partners
Tennessee
$1.28M +$154K +743 +13%
KCM
2028
Kathmere Capital Management
Pennsylvania
$1.28M +$395K +1,910 +42%
PSP
2029
Principal Street Partners
Tennessee
$1.28M -$82K -397 -6%
BCM
2030
Barden Capital Management
Texas
$1.28M +$45.1K +218 +3%
CFC
2031
Coyle Financial Counsel
Illinois
$1.28M +$632K +3,057 +101%
TNBTD
2032
Trustmark National Bank Trust Department
Mississippi
$1.27M +$36K +174 +3%
VWM
2033
Vigilare Wealth Management
Arizona
$1.27M -$76.1K -368 -5%
BA
2034
Ballast Advisors
Minnesota
$1.27M – – –
TC
2035
Titleist Capital
Texas
$1.26M -$123K -597 -9%
SWA
2036
Stratos Wealth Advisors
Ohio
$1.26M -$98.8K -478 -7%
UBV
2037
United Bank (Virginia)
Virginia
$1.26M – – –
SSG
2038
Summit Securities Group
New York
$1.26M +$1.31M +6,332 +7,036%
VBCG
2039
Valley Brook Capital Group
Pennsylvania
$1.26M +$207 +1 +0%
GAM
2040
Grandview Asset Management
Pennsylvania
$1.25M -$48.2K -233 -4%
CPIA
2041
Cornell Pochily Investment Advisors
New York
$1.25M +$6.61K +32 +0.5%
BTI
2042
Blue Trust Inc
Georgia
$1.25M +$1.17M +5,649 New
DI
2043
DFPG Investments
Utah
$1.25M -$13.4K -65 -1%
AL
2044
Aspiriant LLC
California
$1.25M +$174K +844 +15%
CB
2045
CNB Bank
Pennsylvania
$1.25M +$10.1K +49 +0.8%
PPP
2046
Private Portfolio Partners
New Jersey
$1.25M +$67.4K +326 +5%
WSCM
2047
Wellington Shields Capital Management
New York
$1.25M – – –
HPWM
2048
Highland Private Wealth Management
Washington
$1.24M +$185K +893 +16%
WIS
2049
Wright Investors Service
Connecticut
$1.24M +$1.11M +5,368 +569%
IFS
2050
Intelligent Financial Strategies
Minnesota
$1.24M -$317K -1,533 -20%
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