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Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
2026
Carl P. Sherr & Co
Massachusetts
$342K
CM
2027
CastleKnight Management
New York
$342K +$282K +700 New
GCMG
2028
Gyroscope Capital Management Group
Florida
$342K +$282K +700 New
VCM
2029
Vigilant Capital Management
Maine
$342K -$154K -383 -35%
KA
2030
Klingman & Associates
New York
$341K +$2.42K +6 +0.9%
CPIA
2031
Cornell Pochily Investment Advisors
New York
$341K -$4.03K -10 -1%
SFCL
2032
Strengthening Families & Communities LLC
Massachusetts
$340K +$280K +695 New
DIM
2033
DC Investments Management
Virginia
$339K -$28.2K -70 -9%
PFA
2034
Pathway Financial Advisors
Vermont
$338K
CCA
2035
Conestoga Capital Advisors
Pennsylvania
$337K
PFWA
2036
Paces Ferry Wealth Advisors
Georgia
$336K -$47.1K -117 -15%
GSIS
2037
Global Strategic Investment Solutions
Arizona
$336K +$277K +687 New
IDA
2038
Intelligence Driven Advisers
California
$335K -$13.7K -34 -5%
VWM
2039
Valley Wealth Managers
New Jersey
$335K
HAS
2040
HBW Advisory Services
California
$335K +$16.9K +42 +7%
AAM
2041
Auxier Asset Management
Oregon
$334K
FWM
2042
Forza Wealth Management
Florida
$334K +$12.1K +30 +5%
FPA
2043
First Pacific Advisors
California
$333K +$274K +680 New
CRWM
2044
Castle Rock Wealth Management
California
$332K -$51.6K -128 -16%
CGA
2045
Crescent Grove Advisors
Illinois
$332K
CWM
2046
Centurion Wealth Management
Virginia
$332K +$274K +679 New
ZIC
2047
ZWJ Investment Counsel
Georgia
$330K +$13.7K +34 +5%
SSWM
2048
Strait & Sound Wealth Management
California
$330K -$32.2K -80 -11%
MSA
2049
Marino Stram & Associates
Massachusetts
$329K
AF
2050
Alerus Financial
North Dakota
$328K -$19.7K -49 -7%