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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2026
Progressive Investment Management
Oregon
$231K -$45.5K -313 -17%
FMP
2027
Financial Management Professionals
Texas
$230K -$9.88K -68 -4%
BCIM
2028
Bishop & Co Investment Management
Pennsylvania
$229K +$220K +1,512 New
GBT
2029
Grove Bank & Trust
Florida
$228K +$129K +886 +143%
CB
2030
Cooke & Bieler
Pennsylvania
$227K -$29.5K -203 -12%
PS
2031
Portfolio Solutions
Michigan
$227K – – –
BFG
2032
Barber Financial Group
Kansas
$226K +$216K +1,490 New
GRQ
2033
Gardner Russo & Quinn
Pennsylvania
$224K -$65.7K -452 -23%
NIC
2034
Northwest Investment Counselors
Oregon
$224K +$215K +1,481 New
AWMS
2035
Advocacy Wealth Management Services
Georgia
$223K -$31.2K -215 -13%
BFM
2036
Boothbay Fund Management
New York
$222K -$148K -1,019 -41%
KFS
2037
Kissinger Financial Services
Maryland
$222K +$213K +1,469 New
MIC
2038
MU Investments Company
Japan
$221K -$90.1K -620 -30%
RMC
2039
Regis Management Company
California
$221K – – –
PFA
2040
Pure Financial Advisors
California
$220K -$128K -884 -38%
G
2041
GenTrust
Florida
$220K +$210K +1,445 New
KM
2042
Kalos Management
Georgia
$219K -$109K -752 -34%
CWM
2043
Cranbrook Wealth Management
Michigan
$218K +$27.2K +187 +15%
BWM
2044
Baystate Wealth Management
Massachusetts
$218K +$208K +1,432 New
PCM
2045
Palisade Capital Management
New Jersey
$214K -$18.2K -125 -8%
ACM
2046
American Capital Management
New York
$213K -$52.4K -361 -20%
BC
2047
Barnett & Company
Tennessee
$213K +$145 +1 +0.1%
CAL
2048
Capital Advisors Ltd
Ohio
$210K – – –
EMB
2049
Elefante Mark B
$210K +$83.4K +574 +70%
HA
2050
Hays Advisory
Tennessee
$210K +$202K +1,388 New
80 81
82
83 84