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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Vivaldi Capital Management
Illinois
$256K -$217K -7,818 -47%
LCM
2027
LCM Capital Management
Illinois
$256K -$22.8K -820 -8%
MAM
2028
Mastrapasqua Asset Management
Tennessee
$255K -$8.33K -300 -3%
SFG
2029
SNS Financial Group
Minnesota
$255K +$23.7K +855 +10%
TPA
2030
Trivium Point Advisory
Connecticut
$254K -$401K -14,450 -62%
PCMC
2031
Paragon Capital Management (Colorado)
Colorado
$254K +$111 +4 +0%
CCC
2032
Chelsea Counsel Company
California
$253K -$32.5K -1,170 -11%
JF
2033
Joule Financial
Kentucky
$253K +$266K +9,589 New
FB
2034
First Bancorp
Maine
$253K -$25.9K -933 -9%
OTPPB
2035
Ontario Teachers' Pension Plan Board
Ontario, Canada
$253K -$1.06M -38,300 -80%
HCM
2036
Hall Capital Management
Rhode Island
$253K – – –
SWA
2037
SOA Wealth Advisors
New York
$252K -$4.55K -164 -2%
ECM
2038
Ensemble Capital Management
California
$252K – – –
EWA
2039
EverSource Wealth Advisors
Alabama
$252K +$14.4K +520 +6%
JLBC
2040
J.L. Bainbridge & Co
Florida
$251K +$3K +108 +1%
FFA
2041
Fragasso Financial Advisors
Pennsylvania
$251K +$4.25K +153 +2%
WPA
2042
West Paces Advisors
Georgia
$251K +$104K +3,742 +65%
WCA
2043
Westover Capital Advisors
Delaware
$250K -$3.22K -116 -1%
MRCM
2044
M&R Capital Management
New Jersey
$250K -$42.4K -1,528 -14%
WMG
2045
WESCAP Management Group
California
$249K +$12K +432 +5%
AAM
2046
Autus Asset Management
Arizona
$249K +$111 +4 +0%
SCM
2047
Silvant Capital Management
Georgia
$249K – – –
MPW
2048
MA Private Wealth
California
$249K +$2.72K +98 +1%
OWM
2049
Opes Wealth Management
California
$248K -$32.2K -1,158 -11%
CWA
2050
Clarity Wealth Advisors
California
$248K -$5.19K -187 -2%
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