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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2026
KLCM Advisors
Wisconsin
$405K -$16.6K -137 -4%
NF
2027
Nikulski Financial
Iowa
$405K +$2.42K +20 +0.6%
RBFC
2028
Roman Butler Fullerton & Co
Missouri
$405K +$3.02K +25 +0.8%
FNC
2029
First National Corp
Massachusetts
$404K -$12.1K -100 -3%
CA
2030
Cornerstone Advisory
Maryland
$402K +$18K +149 +5%
AGA
2031
Accuvest Global Advisors
Utah
$401K -$922K -7,623 -70%
BRC
2032
Bell Rock Capital
Delaware
$401K -$126K -1,038 -24%
HCA
2033
Horan Capital Advisors
Ohio
$401K -$3.02K -25 -0.8%
FDS
2034
First Dallas Securities
Texas
$399K +$19.3K +160 +5%
GWS
2035
Glassman Wealth Services
Virginia
$398K +$37.6K +311 +11%
SCM
2036
Silvant Capital Management
Georgia
$397K – – –
GM
2037
GeoWealth Management
Illinois
$397K +$386K +3,192 New
HFA
2038
High Falls Advisors
New York
$394K +$605 +5 +0.2%
CP
2039
Camelot Portfolios
Ohio
$393K -$25.2K -208 -6%
PFM
2040
Probabilities Fund Management
New York
$393K – – –
BCM
2041
Bayesian Capital Management
New York
$392K -$1.49M -12,349 -80%
CC
2042
Cedar Capital
Illinois
$392K -$292K -2,413 -43%
WIM
2043
Westside Investment Management
California
$392K +$382K +3,158 New
ZAM
2044
Zevin Asset Management
Massachusetts
$391K – – –
MAP
2045
Milestone Advisory Partners
North Carolina
$390K – – –
BIM
2046
Barton Investment Management
Pennsylvania
$389K -$16.4K -136 -4%
CCM
2047
Check Capital Management
California
$389K – – –
CWM
2048
Campbell Wealth Management
Virginia
$388K -$4.96K -41 -1%
PAM
2049
PVG Asset Management
Colorado
$387K -$68.6K -567 -15%
PCP
2050
Proficio Capital Partners
Massachusetts
$387K +$68.3K +565 +22%
80 81
82
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