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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2026
Harvest Capital Management
New Hampshire
$693K – – –
VFP
2027
Verus Financial Partners
Virginia
$691K -$146K -4,976 -17%
MUS
2028
Mitsubishi UFJ Securities
Japan
$688K -$219K -7,480 -23%
OCG
2029
Opus Capital Group
Ohio
$687K +$3.17K +108 +0.4%
VA
2030
Valmark Advisers
Ohio
$681K +$22.5K +768 +3%
MCM
2031
Marathon Capital Management
Maryland
$679K +$69.4K +2,368 +11%
AIM
2032
Aspen Investment Management
Michigan
$676K -$56.7K -1,932 -7%
TIM
2033
Thompson Investment Management
Wisconsin
$676K +$25.5K +868 +4%
RHJA
2034
Rice Hall James & Associates
California
$668K – – –
KA
2035
Klingman & Associates
New York
$667K +$339K +11,556 +91%
HWA
2036
Heritage Wealth Advisors
Virginia
$660K +$128K +4,352 +22%
NAM
2037
Needelman Asset Management
California
$659K – – –
TCM
2038
Towercrest Capital Management
Pennsylvania
$655K – – –
DOA
2039
D'Orazio & Associates
Virginia
$652K +$31.2K +1,064 +5%
T
2040
TOBAM
France
$651K -$8.63M -294,136 -93%
ACM
2041
Argent Capital Management
Missouri
$650K -$37.8K -1,288 -5%
SAM
2042
Summit Asset Management
Tennessee
$648K -$30.7K -1,048 -4%
BP
2043
BBR Partners
New York
$644K -$49.4K -1,684 -7%
JGUA
2044
John G. Ullman & Associates
New York
$640K -$237K -8,092 -26%
VAM
2045
Verity Asset Management
North Carolina
$637K -$367K -12,504 -35%
AT
2046
Acadia Trust
Maine
$637K +$142K +4,848 +27%
CM
2047
Cascabel Management
New York
$637K +$456K +15,560 +206%
SCP
2048
Sandhill Capital Partners
New York
$634K +$36.4K +1,240 +6%
AWM
2049
AllSquare Wealth Management
New York
$633K +$87.7K +2,992 +15%
SIC
2050
Shoker Investment Counsel
Ohio
$630K +$13K +444 +2%
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