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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
2026
Excalibur Management
Massachusetts
$883K +$36.3K +1,136 +4%
DLHL
2027
Donald L. Hagan LLC
Florida
$881K -$12.8K -400 -1%
ACI
2028
Advance Capital I
Michigan
$878K -$896K -28,000 -50%
JRP
2029
Jasper Ridge Partners
California
$878K – – –
ANTB
2030
AMG National Trust Bank
Colorado
$866K +$19.3K +604 +2%
PAG
2031
Pinnacle Advisory Group
Maryland
$865K -$485K -15,176 -35%
ZF
2032
Zhang Financial
Michigan
$861K +$3.45K +108 +0.4%
NONA
2033
Ninety One North America
New York
$846K – – –
HEIP
2034
Hudson Edge Investment Partners
New Jersey
$843K -$23.8K -744 -3%
LFA
2035
Landmark Financial Advisors
Kentucky
$837K +$256 +8 +0%
PL
2036
Parthenon LLC
Kentucky
$833K -$4.61K -144 -0.5%
PWAG
2037
Polaris Wealth Advisory Group
California
$831K +$86.7K +2,712 +11%
AIM
2038
Aspen Investment Management
Michigan
$829K +$31.5K +984 +4%
FI
2039
FormulaFolio Investments
Michigan
$827K -$56.7K -1,772 -6%
NERM
2040
New England Research & Management
Illinois
$827K +$73.6K +2,300 +10%
ECM
2041
Empirical Capital Management
Tennessee
$815K +$192K +6,000 +30%
GPCM
2042
Granite Point Capital Management
Massachusetts
$813K -$450K -14,080 -35%
MC
2043
Montag & Caldwell
Georgia
$796K -$633K -19,788 -44%
AAM
2044
Auxier Asset Management
Oregon
$793K – – –
CAW
2045
Cornerstone Advisors (Washington)
Washington
$793K +$10.5K +328 +1%
APSP
2046
Asset Planning Services (Pennsylvania)
Pennsylvania
$792K +$807K +25,244 New
AP
2047
AHL Partners
United Kingdom
$791K -$2.8M -87,564 -78%
BP
2048
BBR Partners
New York
$786K +$23.9K +748 +3%
LRIC
2049
Long Road Investment Counsel
Michigan
$786K +$24.2K +756 +3%
PLFAM
2050
Pineno Levin & Ford Asset Management
Virginia
$785K +$6.4K +200 +0.8%
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82
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