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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
MV Capital Management
Maryland
$301K +$372 +3 +0.1%
WIS
2027
Wright Investors Service
Connecticut
$300K +$295K +2,373 New
CCA
2028
Clearwater Capital Advisors
Illinois
$299K – – –
FDCC
2029
Foster Dykema Cabot & Co
Massachusetts
$299K – – –
SM
2030
Sciencast Management
New Jersey
$299K +$305K +2,461 New
AMG
2031
Asset Management Group
Connecticut
$297K -$23.3K -188 -7%
BMCM
2032
Bryn Mawr Capital Management
Pennsylvania
$296K +$2.48K +20 +0.9%
FC
2033
Fulcrum Capital
Washington
$294K -$4.72K -38 -2%
AIC
2034
Argus Investors Counsel
New York
$292K +$286K +2,306 New
SAS
2035
Stelac Advisory Services
New York
$290K +$40.2K +324 +16%
MGIA
2036
Matthew Goff Investment Advisor
Texas
$288K -$69.3K -558 -20%
PWM
2037
Paulson Wealth Management
Illinois
$288K -$12.4K -100 -4%
HI
2038
Hendershot Investments
Virginia
$288K +$8.07K +65 +3%
KA
2039
KLCM Advisors
Wisconsin
$288K +$9.19K +74 +3%
F
2040
F3Logic
Minnesota
$288K +$48K +387 +21%
JGIA
2041
Jackson Grant Investment Advisers
Connecticut
$287K -$124K -995 -31%
TC
2042
Trilogy Capital
California
$287K -$3.6K -29 -1%
FPGK
2043
Financial Partners Group (Kansas)
Kansas
$285K +$33.3K +268 +13%
WCM
2044
Whitener Capital Management
North Carolina
$284K -$14.9K -120 -5%
SHJ
2045
Sharkey, Howes & Javer
Colorado
$282K – – –
KSA
2046
Ken Stern & Associates
California
$281K -$41.5K -334 -13%
WAM
2047
Wallington Asset Management
Indiana
$281K -$2.85K -23 -1%
IOOF
2048
Independent Order of Foresters
Ontario, Canada
$281K – – –
MFT
2049
Moisand Fitzgerald Tamayo
Florida
$281K – – –
HFA
2050
Huber Financial Advisors
Illinois
$280K +$276K +2,220 New
80 81
82
83 84