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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2026
DSC Advisors
Illinois
$748K -$110K -1,825 -13%
MLIC
2027
Mandatum Life Insurance Company
Finland
$748K -$17.4K -290 -2%
FPCP
2028
Fort Point Capital Partners
California
$741K -$125K -2,078 -15%
RC
2029
Reik & Co
New York
$737K -$133K -2,207 -16%
AI
2030
Accredited Investors
Minnesota
$737K -$28K -465 -4%
BOS
2031
Bank of Stockton
California
$737K +$6.5K +108 +0.9%
AWA
2032
AmeriServ Wealth Advisors
Pennsylvania
$732K +$14.7K +245 +2%
SC
2033
Schulhoff & Co
Ohio
$730K – – –
SAM
2034
Security Asset Management
New York
$729K +$96.2K +1,600 +16%
LD
2035
Lipe & Dalton
New York
$723K -$36.1K -600 -5%
WA
2036
Wealth Architects
California
$723K +$51.4K +854 +8%
CC
2037
Capital Counsel
New York
$722K – – –
HMS
2038
Hanseatic Management Services
New Mexico
$719K +$637K +10,593 +1,078%
SPWA
2039
SteelBridge Private Wealth Advisors
Florida
$718K +$322K +5,360 +93%
PIM
2040
Parasol Investment Management
Illinois
$714K +$3.01K +50 +0.4%
PCM
2041
Pointe Capital Management
Michigan
$713K -$256K -4,251 -27%
SIA
2042
Starfire Investment Advisers
Michigan
$713K -$31.8K -528 -4%
RWA
2043
RGT Wealth Advisors
Texas
$710K +$25.4K +423 +4%
TWM
2044
Torch Wealth Management
Ohio
$709K +$120 +2 +0%
CW
2045
Cobiz Wealth
Colorado
$705K +$41K +681 +6%
MC
2046
Mathes Company
New York
$701K -$46.8K -778 -6%
SSW
2047
Smith Shellnut Wilson
Mississippi
$701K +$678K +11,273 New
BKA
2048
Brick & Kyle Associates
Pennsylvania
$693K +$34.8K +578 +5%
IWM
2049
IHT Wealth Management
Illinois
$691K +$664K +11,041 New
WCF
2050
West Coast Financial
California
$689K +$18K +300 +3%
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