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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
$176K +$90 +2 +0.1%
BBPWM
2028
Blue Bell Private Wealth Management
Pennsylvania
$171K -$8.98K -200 -5%
CFG
2029
CKW Financial Group
Hawaii
$165K -$102K -2,267 -38%
NCM
2030
Nelson Capital Management
California
$165K – – –
PAM
2031
PT Asset Management
Illinois
$164K +$166K +3,700 New
FMP
2032
Financial Management Professionals
Texas
$159K – – –
HSA
2033
Hussman Strategic Advisors
Maryland
$155K – – –
HF
2034
Hoxton Financial
West Virginia
$154K +$33.7K +750 +28%
KCM
2035
Karp Capital Management
California
$154K +$92.9K +2,068 +147%
CPIG
2036
Chicago Partners Investment Group
Illinois
$153K +$718 +16 +0.5%
SGC
2037
South Georgia Capital
Illinois
$151K -$822K -18,300 -84%
LWA
2038
Lowe Wealth Advisors
Maryland
$140K -$4.45K -99 -3%
FA
2039
Friess Associates
Delaware
$135K – – –
ACS
2040
Archford Capital Strategies
Illinois
$123K – – –
AFIA
2041
America First Investment Advisors
Nebraska
$118K – – –
RAM
2042
Riggs Asset Management
Pennsylvania
$116K +$5.12K +114 +5%
CWM
2043
Cranbrook Wealth Management
Michigan
$115K – – –
VIA
2044
Vident Investment Advisory
Georgia
$110K -$875K -19,490 -89%
WA
2045
Waverly Advisors
Alabama
$105K – – –
CFN
2046
Cordasco Financial Network
Florida
$102K – – –
HCM
2047
Horrell Capital Management
Arkansas
$102K – – –
RPG
2048
Risk Paradigm Group
Texas
$96.9K +$36.9K +821 +60%
KAS
2049
Kemnay Advisory Services
New York
$93K – – –
HCP
2050
Holt Capital Partners
Texas
$92K – – –
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