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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
651
SKBA Capital Management
California
$13M -$4.53M -24,320 -24%
OAM
652
Oak Asset Management
California
$12.9M -$140K -752 -1%
CL
653
CLG LLC
California
$12.9M -$7.4M -39,761 -34%
AWM
654
Axxcess Wealth Management
California
$12.9M +$814K +4,371 +6%
AWE
655
Avidian Wealth Enterprises
Texas
$12.8M +$955K +5,129 +7%
TCA
656
Tortoise Capital Advisors
Kansas
$12.7M -$275K -1,476 -2%
CA
657
Callahan Advisors
Texas
$12.7M -$352K -1,892 -2%
SDIC
658
South Dakota Investment Council
South Dakota
$12.7M -$496K -2,666 -3%
PS
659
Principal Securities
Iowa
$12.7M +$550K +2,957 +4%
SF
660
Summit Financial
New Jersey
$12.6M +$1.13M +6,074 +9%
CICC
661
Capital Investment Counsel (Colorado)
Colorado
$12.6M +$64.4K +346 +0.5%
PWM
662
Perigon Wealth Management
California
$12.5M +$619K +3,325 +5%
LNWTC
663
Laird Norton Wetherby Trust Company
Washington
$12.5M +$190K +1,021 +1%
MGP
664
M&G plc
United Kingdom
$12.5M +$562K +3,018 +4%
MWM
665
Meridian Wealth Management
Kentucky
$12.5M -$468K -2,517 -3%
CG
666
Caprock Group
Idaho
$12.4M -$172K -924 -1%
ACM
667
ACT Capital Management
Pennsylvania
$12.4M – – –
OC
668
Opal Capital
Florida
$12.4M -$2M -10,767 -13%
CIA
669
CCM Investment Advisers
South Carolina
$12.3M +$340K +1,829 +3%
EF
670
Empirical Finance
Pennsylvania
$12.3M -$326K -1,750 -2%
RDWM
671
Red Door Wealth Management
Tennessee
$12.3M +$533K +2,864 +4%
FPAS
672
Focus Partners Advisor Solutions
Missouri
$12.2M +$1.73M +9,302 +14%
LWP
673
LMG Wealth Partners
Louisiana
$12.2M +$138K +740 +1%
ITC
674
Inspire Trust Company
Nevada
$12.2M +$1.19M +6,420 +10%
BIA
675
Biondo Investment Advisors
Pennsylvania
$12.2M -$210K -1,127 -2%
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