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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2026
WrapManager Inc
California
$786K -$113K -2,095 -13%
TC
2027
Toews Corporation
New Jersey
$785K +$788K +14,600 New
AI
2028
ArchPoint Investors
Florida
$784K – – –
GF
2029
Gries Financial
Ohio
$783K +$215K +3,979 +38%
HC
2030
Hamilton Capital
Ohio
$782K +$6.85K +127 +0.9%
SOW
2031
State of Wyoming
Wyoming
$782K -$17.1K -317 -2%
RCI
2032
RS Crum Inc
California
$782K +$58.2K +1,079 +8%
BV
2033
Boxwood Ventures
Illinois
$782K – – –
FHC
2034
Forest Hill Capital
Arkansas
$781K – – –
FAFN
2035
First Affirmative Financial Network
Colorado
$779K +$90.8K +1,683 +13%
GAMC
2036
Garner Asset Management Corp
Texas
$779K -$14.6K -271 -2%
CF
2037
Copperwynd Financial
Arizona
$778K -$26.1K -484 -3%
IIC
2038
Integrated Investment Consultants
Michigan
$777K -$56.2K -1,041 -7%
DOA
2039
D'Orazio & Associates
Virginia
$776K -$550K -10,186 -41%
APA
2040
Astoria Portfolio Advisors
New York
$776K -$148K -2,745 -15%
UCMOK
2041
United Capital Management of KS
Kansas
$775K -$5.23K -97 -0.7%
CCWA
2042
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K +$17.2K +319 +2%
SLT
2043
St Louis Trust
Missouri
$774K – – –
PTC
2044
Philadelphia Trust Company
Pennsylvania
$770K +$25.6K +475 +3%
BOPW
2045
Brandywine Oak Private Wealth
Pennsylvania
$769K -$6.15K -114 -0.8%
APC
2046
Aspire Private Capital
North Carolina
$769K +$6.91K +128 +0.9%
BAM
2047
Bellevue Asset Management
Washington
$767K -$569K -10,538 -42%
ERIM
2048
Eagle Ridge Investment Management
Connecticut
$767K -$20.2K -374 -3%
LMKC
2049
L.M. Kohn & Company
Ohio
$767K -$486 -9 -0.1%
GEA
2050
Glen Eagle Advisors
New Jersey
$766K -$11.8K -219 -2%
80 81
82
83 84