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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
2026
Stephens Investment Management Group
Texas
$35K – – –
CIM
2027
Contravisory Investment Management
Massachusetts
$34K – – –
DSI
2028
Daiwa SB Investments
Japan
$33K +$2.33K +16 +8%
PFG
2029
Piershale Financial Group
Illinois
$32K -$101K -691 -77%
CII
2030
Capital International Inc
California
$31K – – –
YL
2031
YCG LLC
Texas
$27K +$25.7K +176 New
HCM
2032
Herndon Capital Management
Georgia
$27K +$25.8K +177 New
ST
2033
Somerset Trust
Pennsylvania
$26K – – –
BCI
2034
Brinker Capital Investments
Pennsylvania
$25K – – –
WAP
2035
Wealthcare Advisory Partners
Pennsylvania
$25K +$24.2K +166 New
LWA
2036
Lowe Wealth Advisors
Maryland
$20K +$3.5K +24 +22%
MDCM
2037
Morgan Dempsey Capital Management
Wisconsin
$19K +$18.4K +126 New
TAM
2038
Troy Asset Management
United Kingdom
$17K – – –
PO
2039
Private Ocean
California
$16K – – –
BCMIO
2040
Beacon Capital Management Inc (Ohio)
Ohio
$14K – – –
PCM
2041
Penserra Capital Management
California
$11K +$4.81K +33 +77%
FMT
2042
First Mercantile Trust
Tennessee
$6K -$1.28M -8,799 -100%
DRS
2043
Deane Retirement Strategies
Louisiana
$4K – – –
MIM
2044
Macroview Investment Management
Maryland
$3K – – –
RMPWM
2045
Rocky Mountain Private Wealth Management
Texas
$3K – – –
RCG
2046
Ruggie Capital Group
Florida
$3K +$1.9K +13 +325%
TFA
2047
Transamerica Financial Advisors
Florida
$1K -$994K -6,812 Closed
PI
2048
PGGM Investments
Netherlands
– -$211M -1,384,694 Closed
LCM
2049
Lomas Capital Management
New York
– -$25.4M -166,490 Closed
HT
2050
HAP Trading
New York
– -$19.7M -135,013 Closed
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