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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
2026
Chase Investment Counsel
Virginia
$457K +$447K +11,100 New
SC
2027
Syon Capital
California
$457K +$38.8K +962 +10%
LGA
2028
Lebenthal Global Advisors
New York
$456K -$5K -124 -1%
ACM
2029
Avalon Capital Management
California
$456K +$32.2K +800 +8%
OL
2030
OneFund LLC
Florida
$454K +$4.03K +100 +0.9%
WHC
2031
Wulff, Hansen & Co
California
$454K -$6K -149 -1%
MWM
2032
Mattern Wealth Management
Kansas
$453K -$8.54K -212 -2%
WWM
2033
Waterway Wealth Management
Texas
$453K +$34.5K +855 +8%
HAIM
2034
Hunter Associates Investment Management
Pennsylvania
$453K -$5.04K -125 -1%
DWM
2035
Drive Wealth Management
Utah
$453K +$7.58K +188 +2%
BAM
2036
Boyar Asset Management
New York
$451K
LIG
2037
Lokken Investment Group
Delaware
$451K -$10.5K -260 -2%
ABLA
2038
Alan B. Lancz & Associates
Ohio
$450K +$440K +10,910 New
BIA
2039
Bigelow Investment Advisors
Maine
$448K -$4.76K -118 -1%
W
2040
Wealthquest
Ohio
$448K -$77K -1,911 -15%
OWA
2041
One Wealth Advisors
California
$447K +$1.94K +48 +0.4%
SFWC
2042
Strategic Family Wealth Counselors
New Jersey
$446K -$64K -1,589 -13%
FNC
2043
First National Corp
Massachusetts
$446K -$7.13K -177 -2%
HS
2044
Horan Securities
United States
$446K -$12.7K -316 -3%
CT
2045
Clearstead Trust
Maine
$446K +$14.1K +351 +3%
MPAM
2046
Murphy Pohlad Asset Management
Minnesota
$445K
OFS
2047
Oldfather Financial Services
Nebraska
$444K
PSP
2048
Pacific Sage Partners
Washington
$444K +$18.3K +454 +4%
FFB
2049
First Financial Bankshares
Texas
$442K -$161K -4,002 -27%
CNBTD
2050
Citizens National Bank Trust Department
Mississippi
$442K -$68.5K -1,700 -14%