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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2026
Perritt Capital Management
Illinois
$577K +$39.7K +800 +7%
FCFS
2027
First Command Financial Services
Texas
$577K +$57.8K +1,167 +11%
CBFP
2028
Cedar Brook Financial Partners
Ohio
$576K -$45.6K -920 -7%
CL
2029
COWA LLC
Oklahoma
$574K – – –
HWA
2030
Heartwood Wealth Advisors
Virginia
$573K +$573K +11,570 New
DA
2031
Detalus Advisors
Missouri
$572K -$142K -2,873 -20%
NF
2032
Norwood Financial
Pennsylvania
$572K -$3.72K -75 -0.6%
DAM
2033
Doheny Asset Management
California
$572K – – –
EMG
2034
ETF Managers Group
New Jersey
$571K -$148K -2,990 -21%
CA
2035
Claro Advisors
Massachusetts
$570K – – –
SFG
2036
Sunburst Financial Group
Alabama
$570K +$1.09K +22 +0.2%
CCM
2037
Cribstone Capital Management
Maine
$570K +$48.5K +979 +9%
VST
2038
Van Strum & Towne
California
$569K -$22.7K -457 -4%
BLAM
2039
Bourne Lent Asset Management
New York
$569K – – –
HCMT
2040
Highland Capital Management (Tennessee)
Tennessee
$568K -$18.5K -374 -3%
FIM
2041
Fruth Investment Management
Texas
$567K -$1.24K -25 -0.2%
CFO
2042
Capitol Family Office
Oregon
$567K – – –
AGP
2043
Autumn Glory Partners
Texas
$565K -$82.3K -1,660 -13%
MCWS
2044
McKinley Carter Wealth Services
West Virginia
$563K -$892K -17,995 -61%
HKAM
2045
Horizon Kinetics Asset Management
New York
$563K +$49.6K +1,000 +10%
GA
2046
Geller Advisors
New York
$562K -$26.5K -535 -5%
OA
2047
Oxbow Advisors
Texas
$562K – – –
PWA
2048
Physician Wealth Advisors
Utah
$562K +$32.3K +652 +6%
KCPG
2049
Kavar Capital Partners Group
Kansas
$560K -$47K -949 -8%
AAIM
2050
Asset Advisors Investment Management
Georgia
$560K – – –
80 81
82
83 84