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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Check Capital Management
California
$491K -$8.91K -200 -2%
PMA
2027
Prudent Man Advisors
Illinois
$491K +$182K +4,091 +46%
TT
2028
TI-Trust
Illinois
$490K -$14.3K -321 -2%
P
2029
&Partners
Tennessee
$488K -$98.2K -2,205 -15%
ICA
2030
Infrastructure Capital Advisors
New York
$488K -$92.4K -2,074 -14%
PWM
2031
Penobscot Wealth Management
Maine
$488K +$44.4K +997 +8%
FCAG
2032
First Capital Advisors Group
New Jersey
$488K +$87.4K +1,963 +18%
SIC
2033
SFE Investment Counsel
California
$487K -$32.7K -735 -5%
IWA
2034
Intercontinental Wealth Advisors
Texas
$484K +$6.41K +144 +1%
AA
2035
Aire Advisors
California
$483K -$201K -4,507 -26%
MPCG
2036
Matrix Private Capital Group
New York
$483K -$45.3K -1,018 -7%
FCIM
2037
Fairview Capital Investment Management
California
$483K -$2.05K -46 -0.4%
OWA
2038
Outlook Wealth Advisors
Texas
$483K +$6.5K +146 +1%
AAM
2039
Aureus Asset Management
Massachusetts
$482K – – –
DPI
2040
Diversified Portfolios Inc
Michigan
$482K +$169K +3,791 +43%
MIM
2041
Meixler Investment Management
Arizona
$481K -$253K -5,671 -31%
SI
2042
Saxon Interests
Texas
$481K +$47.6K +1,068 +10%
SFWC
2043
Strategic Family Wealth Counselors
New Jersey
$479K -$7.08K -159 -1%
BA
2044
Ballast Advisors
Minnesota
$478K -$32.2K -722 -5%
DAM
2045
Doheny Asset Management
California
$478K +$561K +12,590 New
WC
2046
Westhampton Capital
North Carolina
$476K -$140K -3,150 -20%
FFWM
2047
Future Financial Wealth Management
Ohio
$474K -$266K -5,973 -39%
DWM
2048
Darwin Wealth Management
Florida
$474K -$30.2K -679 -5%
CC
2049
Claybrook Capital
Massachusetts
$474K – – –
W
2050
WealthOne
New York
$474K +$7.71K +173 +1%
80 81
82
83 84