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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2026
Kurt F. Somerville
$602K – – –
SAM
2027
Security Asset Management
New York
$601K – – –
CC
2028
Courier Capital
New York
$599K +$18K +93 +4%
VCA
2029
Verdence Capital Advisors
Maryland
$596K -$33.3K -172 -6%
22CM
2030
20/20 Capital Management
California
$596K +$547K +2,826 New
ETC
2031
Exchange Traded Concepts
Oklahoma
$596K +$563K +2,906 New
LMAM
2032
Legg Mason Asset Management
Japan
$594K -$72.1K -372 -12%
ICM
2033
IMS Capital Management
Oregon
$593K -$31K -160 -5%
JLBC
2034
J.L. Bainbridge & Co
Florida
$592K – – –
RWM
2035
Ritholtz Wealth Management
New York
$592K +$117K +605 +27%
PFBT
2036
Parkside Financial Bank & Trust
Missouri
$590K +$45.5K +235 +9%
WF
2037
WoodTrust Financial
Wisconsin
$589K -$54.2K -280 -9%
CMBA
2038
C.M. Bidwell & Associates
Hawaii
$587K -$172K -890 -24%
BONST
2039
Bank of Nova Scotia Trust
Ontario, Canada
$587K +$194 +1 +0%
RDWM
2040
Red Door Wealth Management
Tennessee
$587K +$519K +2,682 New
MPI
2041
Mairs & Power Inc
Minnesota
$586K +$293K +1,514 +113%
WBG
2042
Wharton Business Group
Pennsylvania
$585K +$552K +2,852 New
RGC
2043
Roberts, Glore & Co
Illinois
$581K +$158K +817 +41%
LPIC
2044
LeJeune Puetz Investment Counsel
Michigan
$578K – – –
AWM
2045
Atticus Wealth Management
Florida
$575K +$543K +2,801 New
TCM
2046
TimesSquare Capital Management
New York
$574K -$13.2M -68,315 -96%
CPSAC
2047
Chas P. Smith & Associates (CPS)
Florida
$574K +$1.55K +8 +0.3%
TNB
2048
Thomasville National Bank
Georgia
$573K +$25.8K +133 +5%
BWL
2049
Bogart Wealth LLC
Virginia
$567K +$25.2K +130 +5%
ACWM
2050
Adams Chetwood Wealth Management
North Carolina
$567K +$535K +2,762 New
80 81
82
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