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Name Holding Trade Value Shares
Change 		Change in
Stake
FVP
2026
Firefly Value Partners
Pennsylvania
– -$432K -8,101 Closed
MFIMFI
2027
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$416K -7,789 Closed
QSS
2028
Quantitative Systematic Strategies
Florida
– -$416K -7,739 Closed
BC
2029
Brookfield Corp
Ontario, Canada
– -$400K -7,500 Closed
TCM
2030
Tran Capital Management
California
– -$395K -7,400 Closed
SFS
2031
Summit Financial Strategies
Ohio
– -$341K -6,383 Closed
WCM
2032
Weatherstone Capital Management
Colorado
– -$336K -6,289 Closed
GVT
2033
Genesee Valley Trust
New York
– -$333K -6,261 Closed
PVH
2034
Psagot Value Holdings
Israel
– -$322K -6,032 Closed
EWM
2035
Empirical Wealth Management
Washington
– -$302K -5,658 Closed
RT
2036
Reliance Trust
Georgia
– -$277K -5,281 Closed
RSA
2037
Robertson Stephens Advisors
California
– -$273K -5,123 Closed
BW
2038
Biegel & Waller
Maryland
– -$245K -4,995 Closed
PI
2039
PHH Investments
Texas
– -$245K -4,985 Closed
NERM
2040
New England Research & Management
Illinois
– -$266K -4,978 Closed
LIM
2041
Lathrop Investment Management
Arkansas
– -$248K -4,651 Closed
BIAS
2042
Beacon Investment Advisory Services
New Jersey
– -$248K -4,644 Closed
WBG
2043
Wharton Business Group
Pennsylvania
– -$246K -4,613 Closed
BJL
2044
Brighton Jones LLC
Washington
– -$237K -4,443 Closed
WF
2045
WealthTrust Fairport
Ohio
– -$236K -4,424 Closed
HIIFS
2046
Harel Insurance Investments & Financial Services
Israel
– -$233K -4,370 Closed
ML
2047
McAdam LLC
Pennsylvania
– -$229K -4,286 Closed
RS
2048
Robeco Schweiz
Switzerland
– -$230K -4,285 Closed
RWA
2049
RGT Wealth Advisors
Texas
– -$222K -4,157 Closed
EPP
2050
ETF Portfolio Partners
Kansas
– -$219K -4,100 Closed
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