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Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
2026
Financial & Tax Architects
Missouri
– -$726K -13,740 Closed
FPCG
2027
Fort Pitt Capital Group
Pennsylvania
– -$594K -11,250 Closed
TCM
2028
Thames Capital Management
New Jersey
– -$542K -10,270 Closed
ATFA
2029
All Terrain Financial Advisors
Minnesota
– -$541K -10,240 Closed
SRAM
2030
Spouting Rock Asset Management
Pennsylvania
– -$536K -10,140 Closed
JCIA
2031
Jackson Creek Investment Advisors
Colorado
– -$426K -8,070 Closed
TAIM
2032
Te Ahumairangi Investment Management
New Zealand
– -$423K -8,000 Closed
SM
2033
Sciencast Management
New Jersey
– -$424K -7,890 Closed
WSCM
2034
Wellington Shields Capital Management
New York
– -$383K -7,250 Closed
UH
2035
Unigestion Holding
Switzerland
– -$370K -6,940 Closed
JPG
2036
Jordan Park Group
California
– -$348K -6,590 Closed
HR
2037
Hayden Royal
North Carolina
– -$342K -6,470 Closed
SFG
2038
Sovereign Financial Group
Connecticut
– -$281K -5,380 Closed
MF
2039
Manchester Financial
California
– -$252K -4,780 Closed
FCFC
2040
First Citizens Financial Corp
Iowa
– -$251K -4,750 Closed
MG
2041
Markel Group
Virginia
– -$227K -4,300 Closed
RFG
2042
Range Financial Group
Oregon
– -$218K -4,130 Closed
BAS
2043
Brown Advisory Securities
Maryland
– -$212K -4,020 Closed
SHGA
2044
Sand Hill Global Advisors
California
– -$208K -3,940 Closed
RP
2045
Rice Partnership
Hawaii
– -$206K -3,900 Closed
WP
2046
WealthShield Partners
North Carolina
– -$206K -3,900 Closed
MF
2047
Magnetar Financial
Illinois
– -$204K -3,860 Closed
BSSFA
2048
Baron Silver Stevens Financial Advisors
Florida
– -$203K -3,840 Closed
WFPG
2049
Waller Financial Planning Group
Ohio
– -$202K -3,820 Closed
CFO
2050
CVA Family Office
Colorado
– -$129K -2,450 Closed
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