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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2026
HeadInvest LLC
Maine
$337K -$2.86K -40 -0.9%
PCMC
2027
Paragon Capital Management (Colorado)
Colorado
$337K +$333K +4,660 New
HCM
2028
Harvest Capital Management
New Hampshire
$336K – – –
GSBTD
2029
Glenview State Bank Trust Department
Illinois
$333K – – –
MGIA
2030
Matthew Goff Investment Advisor
Texas
$331K – – –
NCM
2031
Neumann Capital Management
California
$331K +$50.1K +700 +18%
FRM
2032
Fox Run Management
Connecticut
$330K +$326K +4,560 New
VAM
2033
Visionary Asset Management
Texas
$327K +$336K +4,700 New
DJSG
2034
D.J. St. Germain
Massachusetts
$324K +$320K +4,480 New
DW
2035
Domani Wealth
Pennsylvania
$323K – – –
BCA
2036
Benchmark Capital Advisors
New York
$321K – – –
SC
2037
Searle & Co
Connecticut
$321K – – –
IP
2038
Investment Partners
Ohio
$321K +$318K +4,440 New
FWCM
2039
First Western Capital Management
California
$320K -$134K -1,880 -30%
CC
2040
Capital Counsel
New York
$320K +$44.3K +620 +16%
HBT
2041
Hills Bank & Trust
Iowa
$320K +$64.4K +900 +26%
OCM
2042
One Capital Management
California
$320K +$316K +4,420 New
PTC
2043
Philadelphia Trust Company
Pennsylvania
$320K +$316K +4,420 New
BWL
2044
Bogart Wealth LLC
Virginia
$318K +$45.8K +640 +17%
KA
2045
KLCM Advisors
Wisconsin
$316K -$28.6K -400 -8%
LSC
2046
Lesa Sroufe & Co
Washington
$314K +$310K +4,340 New
CCMT
2047
CMT Capital Markets Trading
Germany
$313K +$309K +4,320 New
CW
2048
CreativeOne Wealth
Kansas
$313K +$309K +4,320 New
EDRIA
2049
Edmonds Duncan Registered Investment Advisors
Kansas
$310K +$306K +4,280 New
GWM
2050
Greenwich Wealth Management
Connecticut
$307K -$5.72K -80 -2%
80 81
82
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