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Name Holding Trade Value Shares
Change 		Change in
Stake
MFO
2026
Marcuard Family Office
Switzerland
$314K -$59.6K -2,800 -15%
MWP
2027
Moller Wealth Partners
$312K -$74.5K -3,500 -21%
PIM
2028
Parasol Investment Management
Illinois
$310K +$12.2K +572 +4%
DSA
2029
Davis Selected Advisers
Arizona
$306K -$3.58K -168 -1%
FMP
2030
Financial Management Professionals
Texas
$305K -$59K -2,772 -17%
SIM
2031
Sadoff Investment Management
Wisconsin
$302K -$59K -2,772 -18%
GIM
2032
Greystone Investment Management
Ohio
$299K – – –
FNBSF
2033
First National Bank Sioux Falls
South Dakota
$296K – – –
AT
2034
Acadia Trust
Maine
$295K -$63.2K -2,968 -19%
NC
2035
NewSquare Capital
Pennsylvania
$295K -$14.3K -672 -5%
PM
2036
Penbrook Management
New York
$290K -$310K -14,560 -54%
AFS
2037
Aft Forsyth & Sober
Florida
$288K +$234K +11,000 +786%
AW
2038
Alpha Windward
Massachusetts
$285K +$17.5K +824 +7%
CAL
2039
Capital Advisors Ltd
Ohio
$284K -$20.5K -964 -7%
WGCA
2040
Wolf Group Capital Advisors
Virginia
$282K +$170 +8 +0.1%
FBT
2041
Founders Bank & Trust
Michigan
$280K -$7.83K -368 -3%
AAP
2042
Ardsley Advisory Partners
Connecticut
$279K +$17K +800 +7%
SLA
2043
Silver Lake Advisory
Utah
$277K +$249K +11,716 New
ACM
2044
Argent Capital Management
Missouri
$274K -$596 -28 -0.2%
BWM
2045
Baystate Wealth Management
Massachusetts
$272K +$249K +11,700 New
LFR
2046
Lehman Financial Resources
Pennsylvania
$271K -$57K -2,680 -19%
PTCG
2047
Pring Turner Capital Group
California
$270K +$247K +11,620 New
PVWM
2048
Point View Wealth Management
New Jersey
$269K – – –
HCM
2049
Hutchinson Capital Management
California
$269K +$247K +11,592 New
LSC
2050
Lesa Sroufe & Co
Washington
$266K -$6.26M -294,140 -96%
80 81
82
83 84