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Name Holding Trade Value Shares
Change 		Change in
Stake
NBC
2026
Neuberger Berman Canada
Ontario, Canada
$898K -$109K -3,616 -11%
CG
2027
Colony Group
Massachusetts
$897K -$2.43M -80,524 -74%
NAM
2028
NorthCoast Asset Management
Connecticut
$893K -$953K -31,552 -52%
DLHL
2029
Donald L. Hagan LLC
Florida
$887K -$39.9K -1,320 -4%
AAM
2030
American Asset Management
Florida
$884K – – –
VNA
2031
VNBTrust National Association
Virginia
$882K -$102K -3,376 -11%
CCM
2032
CWH Capital Management
Washington
$882K +$211K +7,000 +33%
SCP
2033
Sandhill Capital Partners
New York
$878K -$2.42K -80 -0.3%
DCM
2034
Dialectic Capital Management
Connecticut
$876K -$1.55M -51,212 -65%
FI
2035
FormulaFolio Investments
Michigan
$875K +$234K +7,760 +38%
JRP
2036
Jasper Ridge Partners
California
$871K – – –
PCMK
2037
Paragon Capital Management (Kansas)
Kansas
$863K +$154K +5,096 +23%
HEIP
2038
Hudson Edge Investment Partners
New Jersey
$859K -$10.9K -360 -1%
AWM
2039
Affinity Wealth Management
Delaware
$854K +$11.4K +376 +1%
ZF
2040
Zhang Financial
Michigan
$850K +$5.19K +172 +0.6%
CG
2041
Clinton Group
New York
$848K -$1.83M -60,676 -69%
EM
2042
Excalibur Management
Massachusetts
$841K +$451K +14,920 +123%
ANTB
2043
AMG National Trust Bank
Colorado
$840K +$37.2K +1,232 +5%
NONA
2044
Ninety One North America
New York
$839K +$814K +26,972 New
SWM
2045
Stockman Wealth Management
Montana
$833K -$94K -3,112 -10%
PIM
2046
Partner Investment Management
California
$832K +$807K +26,740 New
PL
2047
Parthenon LLC
Kentucky
$831K +$115K +3,796 +17%
LFA
2048
Landmark Financial Advisors
Kentucky
$830K -$60K -1,988 -7%
TCM
2049
Tufton Capital Management
Maryland
$822K +$68.8K +2,280 +9%
SFPIA
2050
Stevens First Principles Investment Advisors
California
$819K +$60.4K +2,000 +8%
80 81
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83 84