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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2026
Modera Wealth Management
New Jersey
$203K -$68.8K -1,580 -24%
PTC
2027
Provident Trust Company
Wisconsin
$203K – – –
AF
2028
Affiance Financial
Minnesota
$202K +$9.36K +215 +5%
MCM
2029
MV Capital Management
Maryland
$201K -$2.39K -55 -1%
AP
2030
Atwood & Palmer
Missouri
$197K – – –
USGIU
2031
U.S. Global Investors (USGI)
Texas
$195K – – –
LWA
2032
Lenox Wealth Advisors
New York
$188K +$697 +16 +0.3%
BBPWM
2033
Blue Bell Private Wealth Management
Pennsylvania
$177K -$27.2K -624 -12%
VNA
2034
Valley National Advisers
Pennsylvania
$176K +$29K +666 +18%
NCM
2035
Nelson Capital Management
California
$169K – – –
TFO
2036
Tarbox Family Office
California
$165K -$2.31K -53 -1%
CM
2037
Castleark Management
Illinois
$163K – – –
CPIG
2038
Chicago Partners Investment Group
Illinois
$144K -$8.88K -204 -6%
HSA
2039
Hussman Strategic Advisors
Maryland
$142K -$15.2M -350,000 -99%
SGC
2040
South Georgia Capital
Illinois
$139K +$8.71K +200 +6%
CFN
2041
Cordasco Financial Network
Florida
$138K -$21.8K -500 -13%
LWA
2042
Lowe Wealth Advisors
Maryland
$132K +$4.4K +101 +3%
PHK
2043
Point72 Hong Kong
Hong Kong
$130K +$139K +3,192 New
ACS
2044
Archford Capital Strategies
Illinois
$124K -$910K -20,900 -87%
FA
2045
Friess Associates
Delaware
$124K – – –
HF
2046
Hoxton Financial
West Virginia
$123K – – –
TRCT
2047
Tower Research Capital (TRC)
New York
$121K -$159K -3,656 -55%
CWM
2048
Cranbrook Wealth Management
Michigan
$114K – – –
AFIA
2049
America First Investment Advisors
Nebraska
$109K – – –
GI
2050
Gradient Investments
Minnesota
$104K +$6.09K +140 +6%
80 81
82
83 84