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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2026
Castleark Management
Illinois
$177K – – –
VNA
2027
Valley National Advisers
Pennsylvania
$175K -$16.3K -357 -8%
NCM
2028
Nelson Capital Management
California
$164K -$19.6K -429 -10%
FMP
2029
Financial Management Professionals
Texas
$157K +$91.3K +2,000 +126%
TFO
2030
Tarbox Family Office
California
$156K -$24.2K -530 -13%
HSA
2031
Hussman Strategic Advisors
Maryland
$155K – – –
SFFS
2032
Stonehage Fleming Financial Services
Jersey
$154K +$84.4K +1,850 +113%
CPIG
2033
Chicago Partners Investment Group
Illinois
$152K +$15.7K +343 +11%
LWA
2034
Lowe Wealth Advisors
Maryland
$144K +$46 +1 +0%
IC
2035
IKOS CIF
Cyprus
$144K +$146K +3,200 New
BCA
2036
Bray Capital Advisors
Florida
$143K -$100K -2,200 -40%
GI
2037
Gradient Investments
Minnesota
$137K +$24.7K +541 +21%
FA
2038
Friess Associates
Delaware
$135K – – –
ANBT
2039
American National Bank & Trust
Texas
$132K +$31K +680 +29%
ACS
2040
Archford Capital Strategies
Illinois
$123K -$12.7K -279 -9%
HF
2041
Hoxton Financial
West Virginia
$120K -$13.5K -296 -10%
AFIA
2042
America First Investment Advisors
Nebraska
$118K – – –
CWM
2043
Cranbrook Wealth Management
Michigan
$114K -$9.45K -207 -7%
PFG
2044
Piershale Financial Group
Illinois
$113K +$61.4K +1,345 +110%
RAM
2045
Riggs Asset Management
Pennsylvania
$111K +$28.2K +617 +33%
WA
2046
Waverly Advisors
Alabama
$105K +$45.9K +1,006 +74%
GWA
2047
Genesis Wealth Advisors
Massachusetts
$104K +$10.4K +229 +11%
CFN
2048
Cordasco Financial Network
Florida
$102K -$50.2K -1,100 -32%
HCM
2049
Horrell Capital Management
Arkansas
$102K – – –
LFR
2050
Lehman Financial Resources
Pennsylvania
$101K -$920K -20,172 -90%
80 81
82
83 84