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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Cranbrook Wealth Management
Michigan
$54K – – –
LCM
2027
Laurion Capital Management
New York
$54K +$53.3K +2,800 New
EMA
2028
Efficient Market Advisors
California
$40K – – –
MIM
2029
Macroview Investment Management
Maryland
$40K +$21.3K +1,120 +114%
AFS
2030
Aft Forsyth & Sober
Florida
$27K – – –
RO
2031
Reservoir Operations
New York
$27K – – –
GCM
2032
Grisanti Capital Management
New York
$26K +$26.6K +1,400 New
MMH
2033
Menora Mivtachim Holdings
Israel
$24K -$10.7K -560 -31%
NHFG
2034
New Harbor Financial Group
Massachusetts
$21K -$53.3K -2,800 -71%
WAM
2035
Wallington Asset Management
Indiana
$21K – – –
SFG
2036
Sage Financial Group
Pennsylvania
$16K +$15.4K +812 New
PFG
2037
Pacific Financial Group
Washington
$16K +$16K +840 New
GC
2038
Globeflex Capital
California
$8K – – –
NMIS
2039
Northwestern Mutual Investment Services
Wisconsin
$6K -$20.8K -1,092 -78%
JAM
2040
Jolley Asset Management
North Carolina
$5K – – –
CGI
2041
CI Global Investments
California
$5K +$5.33K +280 New
IFA
2042
Interactive Financial Advisors
Illinois
$4K +$4.26K +224 New
HMS
2043
Hanseatic Management Services
New Mexico
$3.66K -$6.27M -329,448 -86%
OSAM
2044
O'Shaughnessy Asset Management
Connecticut
$2K – – –
HP
2045
Hikari Power
Japan
$1.88K +$1.86M +98,000 New
FPCG
2046
Fort Pitt Capital Group
Pennsylvania
$1.1K – – –
TT
2047
Tiedemann Trust
Delaware
$1.05K – – –
CIM
2048
Contravisory Investment Management
Massachusetts
$1K – – –
PHK
2049
Point72 Hong Kong
Hong Kong
$1K – – –
BRA
2050
Bender Robert & Associates
California
$836 -$215K -11,284 -2%
80 81
82
83 84