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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2026
Inspirion Wealth Advisors
Illinois
– -$234K -4,840 Closed
GCMG
2027
Gyroscope Capital Management Group
Florida
– -$230K -4,760 Closed
JFL
2028
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$227K -4,700 Closed
SCM
2029
Sterneck Capital Management
Missouri
– -$218K -4,500 Closed
CBB
2030
Citizens Business Bank
California
– -$216K -4,460 Closed
SFSG
2031
Stearns Financial Services Group
North Carolina
– -$216K -4,460 Closed
NFG
2032
Noven Financial Group
Colorado
– -$213K -4,400 Closed
ACP
2033
Aveo Capital Partners
Colorado
– -$211K -4,360 Closed
FTC
2034
Farmers Trust Company
Ohio
– -$208K -4,300 Closed
MLFP
2035
MPS Loria Financial Planners
Illinois
– -$161K -3,280 Closed
SIMG
2036
Stephens Investment Management Group
Texas
– -$145K -3,000 Closed
DIA
2037
Davidson Investment Advisors
Montana
– -$79K -1,660 Closed
CRCP
2038
Copper Rock Capital Partners
Massachusetts
– -$69K -1,420 Closed
UWPG
2039
Ullmann Wealth Partners Group
Florida
– -$65K -1,360 Closed
AWMS
2040
Advocacy Wealth Management Services
Georgia
– -$43K -880 Closed
SCA
2041
Stuart Chaussee & Associates
California
– -$40K -820 Closed
AIL
2042
AGF Investments LLC
Ontario, Canada
– -$10K -200 Closed
HA
2043
Harfst & Associates
Wyoming
– -$9K -200 Closed
BCI
2044
Brinker Capital Investments
Pennsylvania
– -$3K -60 Closed
MIHAS
2045
Maj Invest Holding A/S
Denmark
– +$49.1K +1,000 New
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