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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
2026
Schonfeld Strategic Advisors
New York
$333K -$2.85M -17,900 -90%
RCM
2027
Requisite Capital Management
Texas
$333K – – –
SFM
2028
Systematic Financial Management
New Jersey
$333K – – –
MFS
2029
Monetta Financial Services
Illinois
$333K +$318K +2,000 New
NA
2030
Navellier & Associates
Nevada
$333K +$318K +2,000 New
IIC
2031
Ironwood Investment Counsel
Arizona
$332K -$81.4K -512 -20%
FNBSF
2032
First National Bank Sioux Falls
South Dakota
$330K – – –
HCM
2033
Harvest Capital Management
New Hampshire
$329K – – –
SIM
2034
Sadoff Investment Management
Wisconsin
$328K +$13.4K +84 +4%
SBA
2035
Secrest Blakey & Associates
North Carolina
$327K -$143K -900 -31%
DBRC
2036
D.B. Root & Company
Pennsylvania
$327K -$22.7K -143 -7%
SI
2037
Shaker Investments
Ohio
$325K -$302K -1,900 -49%
CF
2038
Corrigan Financial
Rhode Island
$325K +$310K +1,949 New
CHA
2039
Carmichael Hill & Associates
Maryland
$324K -$43.7K -275 -12%
JWM
2040
JGP Wealth Management
Oregon
$324K -$9.86K -62 -3%
CFA
2041
Capstone Financial Advisors
Illinois
$323K -$28.5K -179 -8%
11A
2042
10-15 Associates
New York
$323K -$12.7K -80 -4%
TCM
2043
Tran Capital Management
California
$322K -$18.4M -115,803 -98%
TF
2044
Tompkins Financial
New York
$321K -$235K -1,475 -43%
MWM
2045
Modera Wealth Management
New Jersey
$319K +$10.8K +68 +4%
DWA
2046
Dougherty Wealth Advisers
Minnesota
$318K – – –
SICM
2047
Sustainable Insight Capital Management
New York
$317K -$96.2K -605 -24%
VA
2048
Valmark Advisers
Ohio
$317K – – –
WA
2049
WealthTrust Axiom
Pennsylvania
$317K – – –
CWM
2050
Connecticut Wealth Management
Connecticut
$315K -$43.7K -275 -13%
80 81
82
83 84