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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1026
Spearhead Capital Advisors
Florida
$20.9M +$5.56M +32,260 +34%
OA
1027
Oxbow Advisors
Texas
$20.9M +$1.44M +8,340 +7%
BP
1028
Broadleaf Partners
Ohio
$20.9M +$925K +5,360 +4%
FAIM
1029
Financial Advocates Investment Management
Washington
$20.9M -$3.13M -18,160 -12%
RCP
1030
Rothschild Capital Partners
New York
$20.9M -$31K -180 -0.1%
CWM
1031
CMH Wealth Management
New Hampshire
$20.9M +$1.52M +8,840 +7%
BP
1032
BBR Partners
New York
$20.8M -$638K -3,700 -3%
KFP
1033
KMG Fiduciary Partners
Ohio
$20.8M +$2.48M +14,380 +13%
NPPM
1034
North Point Portfolio Managers
Ohio
$20.7M +$573K +3,320 +3%
NSAM
1035
North Star Asset Management
Wisconsin
$20.7M +$1.84M +10,640 +9%
FTDI
1036
First Trust Direct Indexing
Massachusetts
$20.6M – – –
HCM
1037
Harvey Capital Management
Florida
$20.6M – – –
PCR
1038
Potrero Capital Research
California
$20.6M – – –
SHGA
1039
Sand Hill Global Advisors
California
$20.5M -$342K -1,980 -2%
AA
1040
Ancora Advisors
Ohio
$20.5M +$735K +4,260 +4%
BFIM
1041
Beese Fulmer Investment Management
Ohio
$20.5M +$331K +1,920 +2%
ACM
1042
Academy Capital Management
Texas
$20.4M +$4.28M +24,800 +25%
PCM
1043
Princeton Capital Management
New Jersey
$20.4M +$2M +11,620 +10%
WSTAM
1044
Wilbanks Smith & Thomas Asset Management
Virginia
$20.4M +$635K +3,680 +3%
PMG
1045
ProVise Management Group
Florida
$20.4M +$183K +1,060 +0.9%
NRS
1046
Neville Rodie & Shaw
New York
$20.4M +$183K +1,060 +0.9%
WA
1047
Winfield Associates
Ohio
$20.3M +$62.1K +360 +0.3%
DAS
1048
Dynamic Advisor Solutions
Arizona
$20.2M +$3.24M +18,780 +18%
CC
1049
Cadinha & Co
Hawaii
$20.2M +$241K +1,400 +1%
CL
1050
CIM LLC
New York
$20.2M +$159K +920 +0.8%
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