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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2026
Centiva Capital
New York
– -$845K -15,350 Closed
FTA
2027
Financial & Tax Architects
Missouri
– -$726K -13,740 Closed
FPCG
2028
Fort Pitt Capital Group
Pennsylvania
– -$594K -11,250 Closed
TCM
2029
Thames Capital Management
New Jersey
– -$542K -10,270 Closed
ATFA
2030
All Terrain Financial Advisors
Minnesota
– -$541K -10,240 Closed
SRAM
2031
Spouting Rock Asset Management
Pennsylvania
– -$536K -10,140 Closed
JCIA
2032
Jackson Creek Investment Advisors
Colorado
– -$426K -8,070 Closed
TAIM
2033
Te Ahumairangi Investment Management
New Zealand
– -$423K -8,000 Closed
SM
2034
Sciencast Management
New Jersey
– -$424K -7,890 Closed
WSCM
2035
Wellington Shields Capital Management
New York
– -$383K -7,250 Closed
UH
2036
Unigestion Holding
Switzerland
– -$370K -6,940 Closed
JPG
2037
Jordan Park Group
California
– -$348K -6,590 Closed
HR
2038
Hayden Royal
North Carolina
– -$342K -6,470 Closed
SFG
2039
Sovereign Financial Group
Connecticut
– -$281K -5,380 Closed
MF
2040
Manchester Financial
California
– -$252K -4,780 Closed
FCFC
2041
First Citizens Financial Corp
Iowa
– -$251K -4,750 Closed
MG
2042
Markel Group
Virginia
– -$227K -4,300 Closed
RFG
2043
Range Financial Group
Oregon
– -$218K -4,130 Closed
BAS
2044
Brown Advisory Securities
Maryland
– -$212K -4,020 Closed
SHGA
2045
Sand Hill Global Advisors
California
– -$208K -3,940 Closed
RP
2046
Rice Partnership
Hawaii
– -$206K -3,900 Closed
WP
2047
WealthShield Partners
North Carolina
– -$206K -3,900 Closed
MF
2048
Magnetar Financial
Illinois
– -$204 -3,860 Closed
BSSFA
2049
Baron Silver Stevens Financial Advisors
Florida
– -$203K -3,840 Closed
WFPG
2050
Waller Financial Planning Group
Ohio
– -$202K -3,820 Closed
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