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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1001
Affinity Capital Advisors
California
$36.9M -$4.02M -21,908 -9%
LSPW
1002
Lake Street Private Wealth
Illinois
$36.8M +$199K +1,084 +0.5%
EWM
1003
Executive Wealth Management
Michigan
$36.7M -$932K -5,080 -2%
SLI
1004
Sumitomo Life Insurance
Japan
$36.6M -$1.55M -8,469 -4%
PSP
1005
Principal Street Partners
Tennessee
$36.6M +$19.7M +107,470 +101%
PIA
1006
Petredis Investment Advisors
Pennsylvania
$36.5M -$3.43M -18,687 -8%
GFS
1007
GYL Financial Synergies
Connecticut
$36.5M +$750K +4,089 +2%
CANC
1008
Culbertson A N & Co
Virginia
$36.5M -$90K -491 -0.2%
PGIM
1009
Pacific Global Investment Management
California
$36.4M -$522K -2,845 -1%
ST
1010
Spinnaker Trust
Maine
$36.4M -$378K -2,059 -1%
PFS
1011
Physicians Financial Services
North Carolina
$36.4M +$476K +2,596 +1%
SAM
1012
Secure Asset Management
Michigan
$36.3M +$4.48M +24,448 +13%
BIP
1013
Blue Investment Partners
California
$36.3M +$158K +863 +0.4%
FAM
1014
Formidable Asset Management
Ohio
$36.3M -$420K -2,291 -1%
TF
1015
Tompkins Financial
New York
$36.3M +$926K +5,047 +2%
JWM
1016
JGP Wealth Management
Oregon
$36.1M +$310K +1,691 +0.8%
PF
1017
Phoenix Financial
Israel
$36.1M +$38.7M +210,794 New
SGK
1018
Steigerwald Gordon & Koch
Virginia
$36.1M -$422K -2,302 -1%
JPMIA
1019
J.P. Marvel Investment Advisors
Massachusetts
$36M -$44.7K -244 -0.1%
BCP
1020
Blue Chip Partners
Michigan
$36M -$89.3K -487 -0.2%
FMAEN1
1021
Fund Management at Engine No 1
California
$36M +$38.5M +210,177 New
AAIM
1022
American Assets Investment Management
California
$36M – – –
FA
1023
Fagan Associates
New York
$35.9M -$209K -1,141 -0.5%
DLA
1024
Douglas Lane & Associates
New York
$35.9M -$1.09M -5,953 -3%
BFC
1025
Blue Fin Capital
Rhode Island
$35.8M +$251K +1,366 +0.7%
39 40
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