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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2026
Tuttle Capital Management
Connecticut
$995K +$933K +35,244 New
AHB
2027
Abner Herrman & Brock
New Jersey
$987K +$13.6K +512 +1%
CCM
2028
Colorado Capital Management
Colorado
$980K +$4.76K +180 +0.5%
MCMT
2029
Moon Capital Management (Tennessee)
Tennessee
$979K -$1.91M -72,196 -68%
CIC
2030
Cornercap Investment Counsel
Georgia
$977K -$6.65M -251,172 -88%
IWC
2031
Integrated Wealth Counsel
California
$977K -$306K -11,556 -25%
SMG
2032
Spectrum Management Group
Indiana
$977K -$4.02K -152 -0.4%
MVP
2033
Miller Value Partners
Florida
$970K – – –
MGAM
2034
McGowan Group Asset Management
Texas
$960K +$92.4K +3,492 +11%
FIM
2035
Fernwood Investment Management
Massachusetts
$958K -$705K -26,636 -44%
CPA
2036
Court Place Advisors
Maryland
$954K +$277K +10,484 +45%
LFA
2037
Landmark Financial Advisors
Kentucky
$950K -$316K -11,952 -26%
GCM
2038
Glynn Capital Management
California
$950K – – –
HA
2039
Harfst & Associates
Wyoming
$949K -$1.93M -73,004 -68%
HPWM
2040
Highland Private Wealth Management
Washington
$945K -$27.5K -1,040 -3%
RMC
2041
Regis Management Company
California
$944K +$294K +11,112 +50%
HIP
2042
Hatteras Investment Partners
North Carolina
$940K +$633K +23,916 +256%
HCM
2043
HMS Capital Management
Tennessee
$940K +$882K +33,324 New
VA
2044
Valmark Advisers
Ohio
$937K -$21.1K -796 -2%
NP
2045
NorthRock Partners
Minnesota
$933K -$22.4K -848 -3%
1GA
2046
1st Global Advisors
Texas
$933K +$37.2K +1,404 +4%
GAM
2047
Gould Asset Management
California
$933K +$47.6K +1,800 +6%
GAM
2048
Garrison Asset Management
Arkansas
$930K -$42.2K -1,596 -5%
SC
2049
Stralem & Co
New York
$927K +$127K +4,800 +17%
ZAM
2050
Zevin Asset Management
Massachusetts
$916K -$11.1M -420,084 -93%
80 81
82
83 84