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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2026
Heathbridge Capital Management
Ontario, Canada
$237K -$324K -1,150 -59%
CCM
2027
Crossvault Capital Management
Texas
$237K -$56.4K -200 -20%
BCM
2028
Bridgeway Capital Management
Texas
$237K +$226K +800 New
WBG
2029
Wharton Business Group
Pennsylvania
$237K +$226K +800 New
OWM
2030
Orgel Wealth Management
Wisconsin
$237K +$226K +801 New
VWA
2031
Visionary Wealth Advisors
Illinois
$237K +$226K +803 New
UBV
2032
United Bank (Virginia)
Virginia
$236K -$16.9K -60 -7%
KCPG
2033
Kavar Capital Partners Group
Kansas
$236K +$225K +798 New
GWM
2034
Greenwich Wealth Management
Connecticut
$235K +$224K +794 New
RP
2035
Rice Partnership
Hawaii
$234K +$223K +790 New
WDL
2036
Well Done LLC
Michigan
$232K +$221K +784 New
JWBC
2037
J.W. Burns & Co
New York
$230K +$220K +779 New
BMC
2038
Benin Management Corp
Connecticut
$229K -$169K -600 -44%
FA
2039
Fortis Advisors
Pennsylvania
$229K -$60.3K -214 -22%
RCM
2040
Radnor Capital Management
Pennsylvania
$227K +$213K +755 New
FFC
2041
First Financial Corp
Indiana
$226K -$18.3K -65 -8%
MWM
2042
Meridian Wealth Management
Kentucky
$226K +$216K +767 New
LFA
2043
Lighthouse Financial Advisors
Maryland
$225K +$215K +763 New
PAA
2044
Peregrine Asset Advisers
Oregon
$223K – – –
FIM
2045
Frontier Investment Management
Texas
$223K +$212K +753 New
JT
2046
Jump Trading
Illinois
$223K +$213K +754 New
ZCA
2047
Zeke Capital Advisors
Pennsylvania
$223K +$213K +754 New
PHS
2048
Pekin Hardy Strauss
Illinois
$222K -$28.2K -100 -12%
BAM
2049
Bellevue Asset Management
Washington
$222K – – –
TIA
2050
Tiemann Investment Advisors
California
$222K +$2.82K +10 +1%
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82
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