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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
701
Summit Financial Wealth Advisors
Louisiana
$15.9M -$3.36M -32,171 -19%
MJRIC
702
Mogy Joel R Investment Counsel
California
$15.9M – – –
SSWM
703
Smith Salley Wealth Management
North Carolina
$15.9M +$6.16M +58,863 +77%
NCM
704
Nelson Capital Management
California
$15.8M +$1.25K +12 +0%
LOPW
705
Live Oak Private Wealth
North Carolina
$15.8M -$893K -8,540 -6%
NGA
706
Naples Global Advisors
Florida
$15.8M -$311K -2,973 -2%
AG
707
Advocate Group
Minnesota
$15.7M -$2.92M -27,906 -17%
PTB
708
Pioneer Trust Bank
Oregon
$15.7M -$70K -669 -0.5%
SB
709
Simmons Bank
Arkansas
$15.7M -$1.23M -11,757 -8%
MA
710
Montag & Associates
Georgia
$15.6M +$1.46M +13,918 +12%
CFO
711
Callan Family Office
Pennsylvania
$15.6M +$113K +1,081 +0.8%
CF
712
Covea Finance
France
$15.6M +$13.9M +133,000 New
CIP
713
Convergence Investment Partners
Florida
$15.6M +$5.79M +55,349 +72%
CI
714
CX Institutional
Indiana
$15.6M -$1.53M -14,652 -10%
PWM
715
Perigon Wealth Management
California
$15.5M -$34.1K -326 -0.2%
PA
716
Perennial Advisors
New York
$15.5M -$172K -1,646 -1%
AAMA
717
Advanced Asset Management Advisors
Ohio
$15.5M -$2.09K -20 -0%
LCS
718
Levin Capital Strategies
New York
$15.3M -$7.08M -67,728 -34%
ERIC
719
Eagle Rock Investment Company
Georgia
$15.3M -$455K -4,346 -3%
CSUI
720
Cincinnati Specialty Underwriters Insurance
Ohio
$15.2M – – –
CP
721
Cumberland Partners
Ontario, Canada
$15.2M +$6.28M +60,080 +87%
SW
722
SVB Wealth
Massachusetts
$15.2M -$2.74M -26,193 -17%
GT
723
Greenleaf Trust
Michigan
$15.2M +$185K +1,766 +1%
KA
724
Kintegral Advisory
New York
$15.2M – – –
AI
725
ArchPoint Investors
Florida
$15.1M -$201K -1,925 -1%
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