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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1201
Whitegate Investment Counselors
New Hampshire
$12.3M -$1.05M -14,272 -7%
MIM
1202
Martin Investment Management
Florida
$12.3M -$3.52M -47,852 -20%
IIA
1203
IPG Investment Advisors
California
$12.3M -$7.31M -99,440 -34%
ZDA
1204
Zweig-DiMenna Associates
New York
$12.3M +$7.22M +98,160 +103%
NFGCM
1205
Norman Fields Gottscho Capital Management
New York
$12.3M -$127K -1,732 -0.9%
SAM
1206
Sompo Asset Management
Japan
$12.3M +$67.7K +920 +0.5%
PTB
1207
Pioneer Trust Bank
Oregon
$12.3M -$1.6M -21,808 -10%
FA
1208
FDx Advisors
Illinois
$12.3M +$738K +10,040 +5%
LWS
1209
Lucia Wealth Services
California
$12.3M -$6.96M -94,684 -33%
FMWA
1210
Forvis Mazars Wealth Advisors
Missouri
$12.3M -$34.4K -468 -0.2%
GC
1211
GFG Capital
Florida
$12.2M -$17.6K -240 -0.1%
SFS
1212
Strategic Financial Services
New York
$12.2M -$2.07M -28,204 -13%
NFG
1213
Nadler Financial Group
Illinois
$12.2M +$135K +1,836 +1%
GJCM
1214
Grand Jean Capital Management
California
$12.1M -$2.21M -30,024 -14%
DWM
1215
Dorchester Wealth Management
Quebec, Canada
$12.1M -$1.18M -16,000 -8%
AAS
1216
Annex Advisory Services
Wisconsin
$12.1M +$1.59M +21,604 +13%
SIP
1217
Stoneridge Investment Partners
Pennsylvania
$12M +$3.13M +42,528 +29%
FNBTCON
1218
First National Bank & Trust Co of Newtown
Pennsylvania
$12M -$289K -3,932 -2%
RCP
1219
Rothschild Capital Partners
New York
$12M – – –
SP
1220
Symmetry Partners
Connecticut
$11.9M +$10.1M +137,112 +270%
CFS
1221
CRA Financial Services
New Jersey
$11.9M +$830K +11,284 +6%
HCM
1222
Horiko Capital Management
New York
$11.9M +$2.22M +30,120 +19%
BFPW
1223
BOK Financial Private Wealth
Colorado
$11.9M -$10.1M -137,196 -42%
AIM
1224
Arcadia Investment Management
Michigan
$11.9M -$430K -5,852 -3%
RP
1225
Rowlandmiller & Partners
Georgia
$11.9M -$326K -4,432 -2%
47 48
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