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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2026
Rice Partnership
Hawaii
$763K -$32.3K -633 -4%
FAN
2027
Financial Advisors Network
California
$763K +$4.29K +84 +0.6%
BFA
2028
Bill Few Associates
Pennsylvania
$762K +$58.3K +1,141 +8%
GCM
2029
Gibraltar Capital Management
Oklahoma
$761K -$229K -4,476 -23%
BIM
2030
Bridgecreek Investment Management
Oklahoma
$760K – – –
MMM
2031
Mendel Money Management
Illinois
$758K +$90.3K +1,768 +13%
JSC
2032
Jackson Square Capital
California
$758K -$4.19K -82 -0.5%
RC
2033
RBF Capital
California
$758K – – –
MMHP
2034
Murphy Middleton Hinkle & Parker
Georgia
$757K -$12.2K -239 -2%
CF
2035
Copperwynd Financial
Arizona
$756K +$24.4K +478 +3%
NC
2036
Napatree Capital
Rhode Island
$754K +$762K +14,918 New
FPB
2037
First PREMIER Bank
South Dakota
$753K – – –
PP
2038
Patron Partners
Texas
$752K +$11.3K +222 +2%
CC
2039
Corton Capital
Ontario, Canada
$752K +$760K +14,883 New
PH
2040
Pinnacle Holdings
Oklahoma
$752K +$10.1K +197 +1%
CAM
2041
Campion Asset Management
Virginia
$750K -$24.8K -485 -3%
SSWM
2042
Sheets Smith Wealth Management
North Carolina
$749K -$88.2K -1,727 -10%
BWM
2043
Baystate Wealth Management
Massachusetts
$746K -$91.6K -1,793 -11%
PFGIA
2044
Patriot Financial Group Insurance Agency
Massachusetts
$745K +$4.7K +92 +0.6%
PVH
2045
Psagot Value Holdings
Israel
$742K -$1.22M -23,899 -62%
BFG
2046
Berger Financial Group
Minnesota
$742K -$24.1K -472 -3%
RPGK
2047
Retirement Planning Group (Kansas)
Kansas
$741K +$57.4K +1,124 +8%
CG
2048
Corundum Group
Colorado
$741K -$406K -7,942 -35%
AWM
2049
Aberdeen Wealth Management
Illinois
$739K +$255 +5 +0%
PWC
2050
PYA Waltman Capital
Tennessee
$739K +$95.6K +1,872 +15%
80 81
82
83 84