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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2026
Halbert Hargrove Global Advisors
California
$324K +$1.71K +15 +0.5%
FHC
2027
First Heartland Consultants
Missouri
$324K +$6.14K +54 +2%
RIG
2028
Roosevelt Investment Group
New York
$324K +$6.94K +61 +2%
AIM
2029
Avity Investment Management
Connecticut
$324K +$36.5K +321 +12%
MFW
2030
Mosaic Family Wealth
Missouri
$323K – – –
RFM
2031
Royal Fund Management
Florida
$323K +$11K +97 +3%
WWM
2032
Windsor Wealth Management
Indiana
$323K +$136K +1,200 +69%
SCI
2033
S&CO Inc
Massachusetts
$322K – – –
AA
2034
ALPS Advisors
Colorado
$322K +$334K +2,938 New
PPP
2035
Private Portfolio Partners
New Jersey
$321K +$333K +2,926 New
LC
2036
Lindbrook Capital
California
$320K +$333K +2,926 New
PAG
2037
Pinnacle Advisory Group
Maryland
$317K -$6.48K -57 -2%
GAM
2038
Gould Asset Management
California
$317K – – –
SI
2039
Scharf Investments
California
$314K -$74.5M -655,593 -100%
CPSAC
2040
Chas P. Smith & Associates (CPS)
Florida
$314K -$64K -563 -16%
FSA
2041
Fort Sheridan Advisors
Illinois
$314K +$326K +2,866 New
AW
2042
Alpha Windward
Massachusetts
$311K -$10K -88 -3%
NWM
2043
Northwest Wealth Management
Iowa
$310K – – –
SFWA
2044
Summit Financial Wealth Advisors
Louisiana
$310K – – –
ACM
2045
AlphaCrest Capital Management
New York
$310K +$321K +2,824 New
CWM
2046
Centric Wealth Management
Illinois
$310K +$322K +2,828 New
ACM
2047
AUA Capital Management
Pennsylvania
$309K – – –
AAS
2048
Annex Advisory Services
Wisconsin
$308K -$1.02K -9 -0.3%
MLFP
2049
MPS Loria Financial Planners
Illinois
$308K – – –
SIAS
2050
Shine Investment Advisory Services
Colorado
$307K – – –
80 81
82
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