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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2026
Reilly Financial Advisors
California
$3.52M +$65.8K +518 +2%
FI
2027
Fosun International
China
$3.52M -$12.1K -95 -0.4%
AIM
2028
Aspen Investment Management
Michigan
$3.52M -$30.9K -243 -0.9%
VCM
2029
Versant Capital Management
Arizona
$3.51M -$141K -1,110 -4%
HCA
2030
Harbour Capital Advisors
Virginia
$3.5M -$13.6K -107 -0.4%
CCM
2031
Cribstone Capital Management
Maine
$3.5M +$171K +1,346 +5%
JDR
2032
Jay D. Rosenbaum
$3.49M -$62.2K -490 -2%
PL
2033
Plancorp LLC
Missouri
$3.49M +$54K +425 +2%
WA1
2034
Wimmer Associates 1
California
$3.49M -$87.2K -687 -3%
VCM
2035
Virtue Capital Management
Tennessee
$3.48M +$2.64M +20,792 +399%
CI
2036
CX Institutional
Indiana
$3.46M +$137K +1,081 +4%
PIM
2037
Platinum Investment Management
Australia
$3.46M – – –
QCM
2038
Quest Capital Management
Texas
$3.45M -$902K -7,104 -22%
FIM
2039
Fruth Investment Management
Texas
$3.44M -$28.6K -225 -0.9%
CPA
2040
Clear Perspective Advisors
Illinois
$3.43M -$125K -988 -4%
KCM
2041
Karp Capital Management
California
$3.42M +$163K +1,281 +5%
TPA
2042
Trivium Point Advisory
Connecticut
$3.42M +$12.6K +99 +0.4%
TC
2043
Truvestments Capital
Florida
$3.4M +$43K +339 +1%
RWM
2044
RBA Wealth Management
California
$3.4M -$222K -1,752 -6%
BSB
2045
Bangor Savings Bank
Maine
$3.39M -$294K -2,313 -8%
WCM
2046
Windward Capital Management
California
$3.39M +$21.2K +167 +0.7%
LAIC
2047
Lederer & Associates Investment Counsel
California
$3.39M -$99K -780 -3%
CCG
2048
Ceeto Capital Group
Florida
$3.38M – – –
GI
2049
GS Investments
Minnesota
$3.37M -$241K -1,900 -7%
RA
2050
RFG Advisory
Alabama
$3.36M +$611K +4,813 +24%
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