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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Southport Capital Management
Tennessee
$476K -$33.2K -589 -7%
VIA
2027
Vantage Investment Advisors
Pennsylvania
$475K -$168K -2,985 -27%
KP
2028
Keel Point
Alabama
$474K +$78.6K +1,393 +20%
HI
2029
Hudock Inc
Pennsylvania
$473K -$97K -1,719 -17%
PCMM
2030
Private Capital Management (Minnesota)
Minnesota
$469K -$50.8K -900 -10%
FRM
2031
Fox Run Management
Connecticut
$467K +$457K +8,100 New
TIM
2032
Tortoise Investment Management
New York
$464K -$20.9K -370 -4%
CCC
2033
Chelsea Counsel Company
California
$464K +$2.54K +45 +0.6%
KIC
2034
Keating Investment Counselors
Florida
$461K – – –
GS
2035
Girard Securities
California
$460K -$41.4K -734 -8%
DA
2036
Dillon & Associates
Michigan
$456K – – –
WCM
2037
Windward Capital Management
California
$455K +$182K +3,218 +69%
AA
2038
Alesco Advisors
New York
$454K – – –
JT
2039
Jump Trading
Illinois
$454K +$445K +7,879 New
EI
2040
EDMP Inc
Florida
$453K – – –
MUS
2041
Mitsubishi UFJ Securities
Japan
$450K +$154K +2,730 +54%
FI
2042
FCM Investments
Texas
$449K – – –
NP
2043
NorthRock Partners
Minnesota
$449K +$134K +2,370 +44%
PAS
2044
Professional Advisory Services
Florida
$445K +$11.3K +200 +3%
RIG
2045
Roosevelt Investment Group
New York
$445K +$98.4K +1,744 +29%
FO
2046
FT Options
Illinois
$441K -$321K -5,688 -43%
MIC
2047
MU Investments Company
Japan
$440K -$429K -7,600 -50%
ACM
2048
Armbruster Capital Management
New York
$440K – – –
CCG
2049
Chatham Capital Group
Georgia
$437K -$12.7K -225 -3%
IWA
2050
Intercontinental Wealth Advisors
Texas
$436K -$31.4K -556 -7%
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82
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