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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
2026
Capital Advisors Inc
Oklahoma
$521K -$47.8K -643 -9%
FPCP
2027
Fort Point Capital Partners
California
$517K -$23.7K -319 -5%
IWA
2028
Intercontinental Wealth Advisors
Texas
$516K +$53.5K +719 +12%
AIIMS
2029
Analyst IMS Investment Management Services
Israel
$511K +$11.6K +156 +2%
JIR
2030
James Investment Research
Ohio
$510K -$33.2K -447 -6%
WG
2031
Winton Group
United Kingdom
$509K -$1.04M -13,983 -68%
TIA
2032
Traphagen Investment Advisors
New Jersey
$509K -$30K -403 -6%
RHJA
2033
Rice Hall James & Associates
California
$506K -$60.9K -819 -11%
PWM
2034
Paulson Wealth Management
Illinois
$505K -$24.9K -335 -5%
CWM
2035
Connecticut Wealth Management
Connecticut
$504K -$344K -4,628 -42%
FMC
2036
First Merchants Corp
Indiana
$504K -$240K -3,227 -33%
Jacobs Levy Equity Management
2037
Jacobs Levy Equity Management
New Jersey
$503K -$29.5M -396,671 -98%
HFAS
2038
Hummer Financial Advisory Services
Illinois
$503K -$22.9K -308 -5%
UAS
2039
United Asset Strategies
New York
$502K -$39K -524 -8%
AMC
2040
Asset Management Corp
Illinois
$502K -$11.6K -156 -2%
WTFG
2041
Wells Trecaso Financial Group
Ohio
$501K -$23K -309 -5%
SIM
2042
SSI Investment Management
California
$500K -$22.7K -305 -5%
LK
2043
Lumbard & Kellner
New Hampshire
$500K +$34.1K +458 +8%
AIM
2044
Alhambra Investment Management
Florida
$499K -$68.1K -916 -13%
CAG
2045
Curtis Advisory Group
California
$498K -$38.5K -517 -7%
FFA
2046
Fragasso Financial Advisors
Pennsylvania
$498K -$15.5K -208 -3%
VCM
2047
Vivaldi Capital Management
Illinois
$497K -$79.9K -1,074 -14%
BRA
2048
Bender Robert & Associates
California
$497K -$15.8K -212 -3%
AFM
2049
Andesa Financial Management
Pennsylvania
$496K -$3.04M -40,862 -86%
LC
2050
Lindbrook Capital
California
$496K +$40.8K +549 +9%