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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
2026
Timber Creek Capital Management
Massachusetts
$137K – – –
CWM
2027
Cranbrook Wealth Management
Michigan
$135K – – –
FMA
2028
FNY Managed Accounts
New York
$135K – – –
IP
2029
Isthmus Partners
Wisconsin
$132K -$42.1K -307 -23%
CFD
2030
Creative Financial Designs
Indiana
$127K – – –
MIC
2031
MU Investments Company
Japan
$125K -$45.8K -334 -26%
PAI
2032
Pittenger & Anderson Inc
Nebraska
$119K -$5.14M -37,477 -98%
MAM
2033
Meeder Asset Management
Ohio
$114K -$235K -1,712 -66%
AIL
2034
AGF Investments LLC
Ontario, Canada
$114K +$119K +866 New
MLFP
2035
MPS Loria Financial Planners
Illinois
$113K +$129K +942 New
SFG
2036
Sage Financial Group
Pennsylvania
$107K – – –
UWPG
2037
Ullmann Wealth Partners Group
Florida
$103K +$7.13K +52 +7%
TAM
2038
Trust Asset Management
Texas
$92K – – –
HA
2039
Harfst & Associates
Wyoming
$89K – – –
HCM
2040
Horrell Capital Management
Arkansas
$81K – – –
FPF
2041
FNY Partners Fund
New York
$81K +$28.6K +209 +50%
DPA
2042
Delphi Private Advisors
California
$78K – – –
AWMS
2043
Advocacy Wealth Management Services
Georgia
$76K -$151K -1,098 -65%
RBC
2044
Roble Belko & Company
Pennsylvania
$76K +$1.78K +13 +2%
CII
2045
Capital International Inc
California
$73K – – –
IF
2046
Ironwood Financial
Arizona
$70K – – –
RAM
2047
Riggs Asset Management
Pennsylvania
$67K -$1.37K -10 -2%
CFA
2048
Camarda Financial Advisors
Florida
$64K -$822 -6 -1%
FFW
2049
Fusion Family Wealth
New York
$61K -$274 -2 -0.4%
MIP
2050
Mondrian Investment Partners
United Kingdom
$59K – – –
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