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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2026
Becker Capital Management
Oregon
$706K +$17K +296 +2%
EWA
2027
Encompass Wealth Advisors
Oregon
$704K -$115K -2,000 -14%
NB
2028
Nicolet Bankshares
Wisconsin
$704K -$1.15K -20 -0.2%
RSWM
2029
Robertson Stephens Wealth Management
California
$704K +$7.92K +138 +1%
JCIA
2030
Jackson Creek Investment Advisors
Colorado
$703K -$2.47K -43 -0.3%
EWA
2031
ERTS Wealth Advisors
Michigan
$702K -$19.5K -339 -3%
GCC
2032
Game Creek Capital
Massachusetts
$700K -$28.2K -491 -4%
SIC
2033
Samalin Investment Counsel
New York
$700K -$8.55K -149 -1%
BS
2034
Bessemer Securities
New York
$700K – – –
PFM
2035
Parsec Financial Management
North Carolina
$700K +$21.1K +368 +3%
MFG
2036
Magnus Financial Group
New York
$700K +$97K +1,691 +16%
CIM
2037
CIM Investment Management
Pennsylvania
$699K -$3.9K -68 -0.5%
GA
2038
Geller Advisors
New York
$696K +$5.97K +104 +0.8%
PWM
2039
Palumbo Wealth Management
New York
$694K +$27.4K +477 +4%
NWA
2040
New World Advisors
Massachusetts
$694K +$428K +7,457 +151%
BAM
2041
Boyar Asset Management
New York
$691K +$69.1K +1,204 +11%
GCA
2042
Greenwood Capital Associates
South Carolina
$691K +$171K +2,973 +32%
KFA
2043
Krane Funds Advisors
New York
$689K -$87.9K -1,532 -11%
SIA
2044
Soltis Investment Advisors
Utah
$689K +$157K +2,733 +29%
C
2045
Certuity
Florida
$688K +$87.3K +1,522 +14%
I2I
2046
Insight 2811 Inc
Illinois
$687K +$4.59K +80 +0.7%
LA
2047
Latitude Advisors
Florida
$685K +$25K +435 +4%
WPA
2048
West Paces Advisors
Georgia
$684K -$152K -2,644 -18%
OIM
2049
Oder Investment Management
California
$683K +$13.8K +241 +2%
PP
2050
Professional Planning
California
$682K -$312K -5,444 -31%
80 81
82
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