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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1076
Essex Financial Services
Connecticut
$12.7M -$824K -15,768 -6%
CPH
1077
C Partners Holding
Switzerland
$12.7M -$3.06M -58,540 -21%
PFS
1078
Physicians Financial Services
North Carolina
$12.7M +$21.5K +412 +0.2%
TW
1079
Transform Wealth
Colorado
$12.7M -$1.53M -29,180 -11%
CL
1080
CIM LLC
New York
$12.7M +$147K +2,820 +1%
STMM
1081
South Texas Money Management
Texas
$12.6M +$1.44M +27,624 +14%
ST
1082
Smithfield Trust
Pennsylvania
$12.6M +$1.24M +23,664 +12%
TCOT
1083
Trust Company of Toledo
Ohio
$12.6M -$73.6K -1,408 -0.6%
RIA
1084
Realta Investment Advisors
Delaware
$12.6M -$1.76M -33,680 -13%
PC
1085
Pecaut & Co
Iowa
$12.6M -$522K -9,980 -4%
NGM
1086
North Growth Management
British Columbia, Canada
$12.6M – – –
CAM
1087
Cypress Asset Management
Texas
$12.6M -$257K -4,916 -2%
AI
1088
Accredited Investors
Minnesota
$12.6M -$173K -3,300 -1%
CCP
1089
Corient Capital Partners
California
$12.6M +$2.43M +46,472 +26%
BOS
1090
Bingham Osborn & Scarborough
California
$12.6M -$434K -8,304 -4%
JPMIA
1091
J.P. Marvel Investment Advisors
Massachusetts
$12.6M +$11.7M +224,440 New
OA
1092
Oxbow Advisors
Texas
$12.5M -$1.31M -25,036 -10%
AWA
1093
ARS Wealth Advisors
Florida
$12.5M -$609K -11,644 -5%
PCG
1094
Private Capital Group
Connecticut
$12.5M +$595K +11,380 +5%
FC
1095
Fulcrum Capital
Washington
$12.5M +$595K +11,376 +5%
FFBTD
1096
First Financial Bank - Trust Division
Ohio
$12.5M +$134K +2,556 +1%
NC
1097
NBW Capital
Massachusetts
$12.4M -$347K -6,644 -3%
CCM
1098
Chickasaw Capital Management
Tennessee
$12.4M -$76.8K -1,468 -0.7%
SDWIA
1099
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$12.4M -$194K -3,720 -2%
MHS
1100
M Holdings Securities
Oregon
$12.4M +$11.6M +221,112 New
42 43
44
45 46