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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
2026
Schonfeld Strategic Advisors
New York
$263K +$290K +1,600 New
KA
2027
Klingman & Associates
New York
$262K -$22.3K -123 -7%
VCM
2028
Vision Capital Management
Oregon
$262K – – –
RPG
2029
Resource Planning Group
Georgia
$262K +$289K +1,594 New
AP
2030
Atwood & Palmer
Missouri
$261K +$181 +1 +0.1%
CFIA
2031
Cantor Fitzgerald Investment Advisors
New York
$261K +$3.8K +21 +1%
KWMG
2032
King Wealth Management Group
Florida
$261K +$35.5K +196 +14%
BJ
2033
Brouwer & Janachowski
California
$259K -$361K -1,992 -56%
FWCM
2034
First Western Capital Management
California
$259K -$39.6K -219 -12%
BCM
2035
Breiter Capital Management
Florida
$259K +$4.53K +25 +2%
I2I
2036
Insight 2811 Inc
Illinois
$259K +$4.71K +26 +2%
CAC
2037
Certified Advisory Corp
Florida
$258K -$92.1K -509 -24%
JCM
2038
Janney Capital Management
Pennsylvania
$257K -$36.2K -200 -11%
OSNBOA
2039
Old Second National Bank of Aurora
Illinois
$257K -$3.8K -21 -1%
LIC
2040
Lodestar Investment Counsel
Illinois
$256K -$905 -5 -0.3%
MFG
2041
Monte Financial Group
Connecticut
$255K -$81.1K -448 -22%
ACM
2042
Ashford Capital Management
Delaware
$255K -$76.6K -423 -21%
AWA
2043
Acorn Wealth Advisors
Michigan
$255K – – –
WP
2044
WealthShield Partners
North Carolina
$255K +$27.2K +150 +11%
ZF
2045
Zhang Financial
Michigan
$255K +$284K +1,571 New
KM
2046
Kalos Management
Georgia
$254K -$495K -2,735 -63%
BC
2047
Barnett & Company
Tennessee
$254K – – –
RP
2048
Rowlandmiller & Partners
Georgia
$253K – – –
WCM
2049
Windsor Capital Management
Arizona
$252K – – –
WG
2050
Welch Group
Alabama
$251K – – –
80 81
82
83 84