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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
Monarch Capital Management
Indiana
$747K – – –
PIM
2027
Profit Investment Management
Maryland
$744K -$893K -15,043 -54%
EAM
2028
Evanson Asset Management
California
$744K +$77K +1,296 +11%
PP
2029
Pegasus Partners
Wisconsin
$744K +$89.5K +1,507 +14%
MCA
2030
Mercer Capital Advisers
New Jersey
$743K – – –
MG
2031
Mather Group
Illinois
$741K -$18.4K -310 -2%
LFA
2032
Legacy Financial Advisors
Kentucky
$738K +$41.6K +701 +6%
CBT
2033
Central Bank & Trust
Kentucky
$735K -$40.4K -680 -5%
PCP
2034
Proficio Capital Partners
Massachusetts
$734K +$35.8K +603 +5%
AIS
2035
AM Investment Strategies
Tennessee
$727K +$1.66K +28 +0.2%
DIP
2036
DT Investment Partners
Pennsylvania
$726K -$274K -4,618 -27%
BPCE
2037
Bank Pictet & Cie (Europe)
Germany
$726K +$734K +12,351 New
KC
2038
Kingfisher Capital
North Carolina
$725K +$2.61K +44 +0.4%
HTHT
2039
Hemenway Trust Hemenway Trust
New Hampshire
$725K +$109K +1,840 +18%
JCIA
2040
Jackson Creek Investment Advisors
Colorado
$723K -$140K -2,357 -16%
PFBT
2041
Parkside Financial Bank & Trust
Missouri
$723K +$47.9K +807 +7%
WCG
2042
Weaver Consulting Group
California
$723K +$83.9K +1,412 +13%
MA
2043
MCF Advisors
Kentucky
$723K +$144K +2,425 +25%
ER
2044
Enlightenment Research
Florida
$723K +$731K +12,300 New
SIC
2045
Samalin Investment Counsel
New York
$722K -$21.5K -362 -3%
RPWA
2046
Regent Peak Wealth Advisors
Georgia
$722K +$137K +2,309 +23%
TC
2047
Trilogy Capital
California
$720K +$3.8K +64 +0.5%
AIM
2048
Alhambra Investment Management
Florida
$718K -$15.7K -264 -2%
APG
2049
Abacus Planning Group
South Carolina
$716K -$71.5K -1,204 -9%
CCWA
2050
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$716K -$1.72K -29 -0.2%
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