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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2026
Banced Corp
Illinois
$2.32M -$39.1K -908 -2%
BCFS
2027
Butensky & Cohen Financial Security
Florida
$2.32M -$35.6K -828 -1%
SH
2028
Svenska Handelsbanken
Sweden
$2.32M – – –
APTFM
2029
AGUR Provident & Training Funds Management
Israel
$2.31M – – –
MSFP
2030
Mark Sheptoff Financial Planning
Connecticut
$2.31M +$86.4K +2,008 +4%
BFPW
2031
BOK Financial Private Wealth
Colorado
$2.31M -$196K -4,564 -8%
MNG
2032
Manning & Napier Group
New York
$2.31M -$3.44K -80 -0.1%
AIS
2033
AlphaOne Investment Services
Pennsylvania
$2.31M +$1.93M +44,752 +435%
BE
2034
Bonness Enterprises
District of Columbia
$2.3M -$172K -4,000 -7%
MCM
2035
MV Capital Management
Maryland
$2.29M +$682K +15,840 +41%
IA
2036
Independence Advisors
Pennsylvania
$2.29M -$44.6K -1,036 -2%
MSA
2037
Marino Stram & Associates
Massachusetts
$2.29M +$15.2K +352 +0.6%
PGWM
2038
Parisi Gray Wealth Management
New Jersey
$2.28M -$32.7K -760 -1%
KHLMTHM
2039
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.27M +$2.32M +53,920 New
MC
2040
Miles Capital
Iowa
$2.27M +$149K +3,464 +7%
AHB
2041
Abner Herrman & Brock
New Jersey
$2.27M +$300K +6,960 +15%
CHP
2042
Cable Hill Partners
Oregon
$2.25M -$61.3K -1,424 -3%
NERM
2043
New England Research & Management
Illinois
$2.25M +$159K +3,700 +7%
PAMG
2044
Patton Albertson Miller Group
Tennessee
$2.23M -$379K -8,808 -14%
CA
2045
Cynosure Advisors
Utah
$2.23M +$20.8K +484 +0.9%
EF
2046
Empirical Finance
Pennsylvania
$2.22M -$439K -10,192 -18%
TSWM
2047
Triangle Securities Wealth Management
North Carolina
$2.21M -$55.6K -1,292 -2%
PFM
2048
Peak Financial Management
Massachusetts
$2.2M -$127K -2,960 -5%
GAMC
2049
Garner Asset Management Corp
Texas
$2.2M -$188K -4,364 -8%
JGUA
2050
John G. Ullman & Associates
New York
$2.2M +$43K +1,000 +2%
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