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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2026
Parasol Investment Management
Illinois
$199K +$188K +9,940 New
IMS
2027
Index Management Solutions
Pennsylvania
$198K +$40.7K +2,156 +28%
CFG
2028
CKW Financial Group
Hawaii
$191K +$180K +9,548 New
PL
2029
Parkwood LLC
Ohio
$189K +$178K +9,436 New
BEAM
2030
Baker Ellis Asset Management
Washington
$187K +$177K +9,352 New
SMA
2031
Simply Money Advisors
Ohio
$169K -$118K -6,244 -42%
DOA
2032
D'Orazio & Associates
Virginia
$168K +$163K +8,624 New
PO
2033
Private Ocean
California
$161K +$152K +8,064 New
HCP
2034
Holt Capital Partners
Texas
$160K +$151K +7,980 New
WCM
2035
Windsor Capital Management
Arizona
$147K -$3.17K -168 -2%
CCM
2036
Credo Capital Management
Maryland
$139K +$23.3K +1,232 +22%
TCM
2037
TD Capital Management
Tennessee
$127K -$15.3K -812 -11%
AAC
2038
Asset Advisors Corp
Georgia
$125K +$11.1K +588 +10%
WCM
2039
Westend Capital Management
California
$117K +$110K +5,824 New
PR
2040
Payden & Rygel
California
$112K – – –
PC
2041
Pier Capital
Connecticut
$102K -$34.4K -1,820 -26%
CFN
2042
Cordasco Financial Network
Florida
$100K +$94.2K +4,984 New
WCBA
2043
Weaver C. Barksdale & Associates
Tennessee
$86K – – –
WCM
2044
Wealthcare Capital Management
Virginia
$86K +$76.7K +4,060 +1,611%
DMK
2045
David M. Knott
$84.2K – – –
SA
2046
SRH Advisors
Kansas
$84K +$79.3K +4,200 New
NHFG
2047
New Harbor Financial Group
Massachusetts
$79K +$10.6K +560 +17%
EU
2048
Emory University
Georgia
$79K +$19K +1,008 +34%
FIG
2049
Fusion Investment Group
Pennsylvania
$73K +$68.8K +3,640 New
CRCP
2050
Copper Rock Capital Partners
Massachusetts
$65K -$13.2K -700 -18%
80 81
82
83 84