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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1026
Steigerwald Gordon & Koch
Virginia
$40.5M -$67.6K -366 -0.2%
GFS
1027
GYL Financial Synergies
Connecticut
$40.4M -$606K -3,282 -2%
AAIM
1028
American Assets Investment Management
California
$40.4M – – –
JCM
1029
Jag Capital Management
Missouri
$40.4M -$7.8M -42,258 -17%
PGIM
1030
Pacific Global Investment Management
California
$40.4M -$597K -3,231 -2%
FA
1031
Fagan Associates
New York
$40.3M -$137K -742 -0.4%
TCOT
1032
Trust Company of Toledo
Ohio
$40.2M +$1.82M +9,875 +5%
JPMIA
1033
J.P. Marvel Investment Advisors
Massachusetts
$40.2M -$291K -1,577 -0.7%
OWA
1034
Octavia Wealth Advisors
Ohio
$40.2M +$2.26M +12,264 +6%
LSAG
1035
Lake Street Advisors Group
New Hampshire
$40M +$111K +600 +0.3%
TGAM
1036
TBH Global Asset Management
Tennessee
$40M -$2.79M -15,095 -7%
CAM
1037
Close Asset Management
United Kingdom
$39.9M +$4.5M +24,356 +13%
BFC
1038
Blue Fin Capital
Rhode Island
$39.9M -$276K -1,497 -0.7%
FAM
1039
Formidable Asset Management
Ohio
$39.9M -$890K -4,821 -2%
PIA
1040
Petredis Investment Advisors
Pennsylvania
$39.8M -$1.22M -6,612 -3%
VWA
1041
Visionary Wealth Advisors
Illinois
$39.8M -$554 -3 -0%
CFS
1042
CRA Financial Services
New Jersey
$39.8M -$173K -939 -0.5%
LF
1043
Lannebo Fonder
Sweden
$39.7M – – –
GWM
1044
Greenwich Wealth Management
Connecticut
$39.6M -$56.1K -304 -0.1%
BWFA
1045
Baltimore-Washington Financial Advisors
Maryland
$39.6M +$1.81M +9,827 +5%
GG
1046
Greenwood Gearhart
Arkansas
$39.5M -$12.5M -67,473 -25%
MCM
1047
McKinley Capital Management
Alaska
$39.5M -$3.05M -16,506 -7%
SC
1048
Skylands Capital
Wisconsin
$39.4M -$3.21M -17,410 -8%
ET
1049
Equitable Trust
Tennessee
$39.3M +$669K +3,624 +2%
AAS
1050
Annex Advisory Services
Wisconsin
$39.1M +$1.04M +5,642 +3%
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