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Name Holding Trade Value Shares
Change 		Change in
Stake
FLII
2026
First Long Island Investors
New York
$264K -$75.8K -639 -23%
NIT
2027
NumerixS Investment Technologies
British Columbia, Canada
$263K -$1.57M -13,200 -86%
GIM
2028
Greystone Investment Management
Ohio
$263K – – –
LIA
2029
LBMC Investment Advisors
Tennessee
$262K +$248K +2,089 New
AA
2030
AlphaMark Advisors
Kentucky
$260K – – –
BOTOTLSJU
2031
Board of Trustees of The Leland Stanford Junior University
California
$260K +$9.25K +78 +4%
LF
2032
Lee Financial
Texas
$259K +$24K +202 +11%
BO
2033
BRR OpCo
Ohio
$258K -$29.9K -252 -11%
FFG
2034
Ford Financial Group
California
$257K +$238K +2,006 New
PMG
2035
Private Management Group
California
$257K +$243K +2,053 New
CP
2036
Camelot Portfolios
Ohio
$256K +$237 +2 +0.1%
IWA
2037
Inspirion Wealth Advisors
Illinois
$256K +$13.3K +112 +6%
TB
2038
Terril Brothers
Missouri
$254K – – –
W
2039
WealthShield
North Carolina
$253K +$236K +1,988 New
WP
2040
WealthShield Partners
North Carolina
$253K +$236K +1,988 New
KWA
2041
KCS Wealth Advisory
California
$253K +$240K +2,021 New
CC
2042
Colrain Capital
Massachusetts
$250K – – –
DK
2043
Darrell & King
Virginia
$250K – – –
SNB
2044
Security National Bank
Nebraska
$250K – – –
SIAP
2045
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$250K – – –
II
2046
Inspire Investing
Idaho
$250K +$237K +2,000 New
NBG
2047
Nancy B. Gardiner
$250K +$237K +2,000 New
SIM
2048
Spark Investment Management
New York
$250K +$237K +2,000 New
AWM
2049
Aevitas Wealth Management
Massachusetts
$247K +$234K +1,973 New
WTFG
2050
Wells Trecaso Financial Group
Ohio
$247K +$234K +1,974 New
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