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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2026
Kemnay Advisory Services
New York
$60K – – –
LWA
2027
Lenox Wealth Advisors
New York
$55K -$3.53K -25 -6%
TJHA
2028
Thomas J. Herzfeld Advisors
Florida
$53K +$49.3K +349 New
RBC
2029
Roble Belko & Company
Pennsylvania
$52K -$13.7K -97 -22%
SA
2030
SRH Advisors
Kansas
$52K – – –
IF
2031
Ironwood Financial
Arizona
$51K +$47.3K +335 New
CGH
2032
Cleary Gull Holdings
Wisconsin
$49K -$18.4K -130 -29%
MS
2033
Marshall & Sullivan
Washington
$47K -$1.13K -8 -2%
3C
2034
361 Capital
Colorado
$39K -$47.6K -337 -57%
SFPM
2035
Sensible Financial Planning & Management
Massachusetts
$39K -$29.5K -209 -45%
SIMG
2036
Stephens Investment Management Group
Texas
$35K – – –
CIM
2037
Contravisory Investment Management
Massachusetts
$34K – – –
CII
2038
Capital International Inc
California
$32K +$14.8K +105 +101%
DSI
2039
Daiwa SB Investments
Japan
$32K +$29.8K +211 New
FNYS
2040
First New York Securities
New York
$31.8K +$29.5K +209 New
EMG
2041
ETF Managers Group
New Jersey
$27K +$27K +191 New
ST
2042
Somerset Trust
Pennsylvania
$26K – – –
BCI
2043
Brinker Capital Investments
Pennsylvania
$25K -$3.25K -23 -12%
MIM
2044
Manitou Investment Management
Ontario, Canada
$25K +$23K +163 New
HIIFS
2045
Harel Insurance Investments & Financial Services
Israel
$19K +$17.7K +125 New
TAM
2046
Troy Asset Management
United Kingdom
$17K – – –
LWA
2047
Lowe Wealth Advisors
Maryland
$16K -$13.4K -95 -47%
PO
2048
Private Ocean
California
$16K – – –
HWP
2049
Hefty Wealth Partners
Indiana
$15K -$1.25M -8,851 -99%
ST
2050
Spot Trading
Illinois
$14K -$123K -872 -90%
80 81
82
83 84