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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1026
Crawford Investment Counsel
Georgia
$49M -$1,000K -5,361 -2%
FAT
1027
First American Trust
California
$48.9M +$5.54M +29,720 +15%
TCM
1028
Telos Capital Management
California
$48.9M +$859K +4,604 +2%
SIMG
1029
Sonora Investment Management Group
Arizona
$48.8M – – –
MAM
1030
Meeder Asset Management
Ohio
$48.8M +$29.1M +156,141 +206%
LG
1031
LaFleur & Godfrey
Michigan
$48.8M -$2.07M -11,101 -5%
CWG
1032
Cornerstone Wealth Group
North Carolina
$48.8M +$1.35M +7,245 +3%
HTIM
1033
Harbour Trust & Investment Management
Indiana
$48.7M -$337K -1,809 -0.8%
FHA
1034
Flagship Harbor Advisors
Massachusetts
$48.6M +$114K +609 +0.3%
PCA
1035
Pallas Capital Advisors
Massachusetts
$48.6M +$2.82M +15,101 +7%
AA
1036
ALPS Advisors
Colorado
$48.6M +$948K +5,083 +2%
KF
1037
Krilogy Financial
Missouri
$48.4M -$1.77M -9,517 -4%
PWMAG
1038
Pinnacle Wealth Management Advisory Group
New Jersey
$48.4M -$768K -4,118 -2%
CAM
1039
Columbia Asset Management
Michigan
$48.4M -$1.72M -9,245 -4%
ACM
1040
Aljian Capital Management
Nevada
$48.2M -$1.98M -10,639 -4%
VCM
1041
Vision Capital Management
Oregon
$48.2M -$255K -1,366 -0.6%
SVWAG
1042
Sound View Wealth Advisors Group
Georgia
$48.1M -$1.54M -8,262 -3%
HT
1043
Heritage Trust
Oklahoma
$47.9M -$270K -1,447 -0.6%
SLI
1044
Sumitomo Life Insurance
Japan
$47.9M +$7.01M +37,601 +19%
FAM
1045
Formidable Asset Management
Ohio
$47.7M +$331K +1,773 +0.8%
DMIC
1046
Dixon Mitchell Investment Counsel
British Columbia, Canada
$47.5M +$689K +3,695 +2%
SVCP
1047
Silicon Valley Capital Partners
California
$47.4M -$839K -4,497 -2%
SWA
1048
SFMG Wealth Advisors
Texas
$47.3M -$166K -892 -0.4%
PA
1049
Procyon Advisors
Connecticut
$47.3M -$208K -1,116 -0.5%
GFS
1050
GYL Financial Synergies
Connecticut
$47.2M +$1.09M +5,834 +3%
40 41
42
43 44