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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
Baystate Wealth Management
Massachusetts
$747K +$62.7K +1,111 +9%
MA
2027
MBA Advisors
Pennsylvania
$747K +$725K +12,853 New
SIC
2028
SFE Investment Counsel
California
$746K +$45.7K +810 +7%
GC
2029
Gilbert & Cook
Iowa
$745K +$60.6K +1,074 +9%
PCFFS
2030
Pacific Center for Financial Services
California
$742K -$10.6K -187 -1%
BFM
2031
Boston Financial Management
Massachusetts
$739K -$108K -1,920 -13%
AAM
2032
AMI Asset Management
California
$737K +$50.3K +892 +8%
CA
2033
Capital Advantage
California
$737K +$51.7K +916 +8%
PIM
2034
Profit Investment Management
Maryland
$736K – – –
WCM
2035
Weik Capital Management
Pennsylvania
$736K +$520K +9,215 +268%
IFS
2036
Ifrah Financial Services
Arkansas
$734K -$154K -2,727 -18%
SIC
2037
Samalin Investment Counsel
New York
$734K +$19.5K +346 +3%
WAOI
2038
Wealth Advisors of Iowa
Iowa
$733K +$507K +8,976 +247%
NB
2039
Nicolet Bankshares
Wisconsin
$732K -$16.9K -299 -2%
JCIA
2040
Jackson Creek Investment Advisors
Colorado
$732K +$15.5K +275 +2%
CIM
2041
CIM Investment Management
Pennsylvania
$730K -$847K -15,002 -54%
PCP
2042
Proficio Capital Partners
Massachusetts
$728K +$1.52K +27 +0.2%
BS
2043
Bessemer Securities
New York
$726K -$226K -4,000 -24%
MGWM
2044
Marks Group Wealth Management
Minnesota
$725K +$59K +1,046 +9%
RSWM
2045
Robertson Stephens Wealth Management
California
$723K +$188K +3,332 +37%
SWM
2046
Strategic Wealth Management
Washington
$721K -$28.2K -500 -4%
CBFP
2047
Cedar Brook Financial Partners
Ohio
$719K -$116K -2,063 -14%
BA
2048
Ballast Advisors
Minnesota
$719K +$19.8K +350 +3%
GA
2049
Geller Advisors
New York
$716K +$78.3K +1,387 +13%
BCM
2050
Becker Capital Management
Oregon
$715K -$34.8K -616 -5%
80 81
82
83 84