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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
901
Talbot Financial
Washington
$10.7M +$1.83M +3,313 +21%
PIM
902
Plato Investment Management
Australia
$10.7M +$19.9K +36 +0.2%
BFG
903
Berger Financial Group
Minnesota
$10.6M -$343K -620 -3%
LWM
904
Lyell Wealth Management
California
$10.6M +$1.07M +1,926 +11%
SIM
905
Stratos Investment Management
Ohio
$10.6M +$269K +487 +3%
KOCAA
906
Knights of Columbus Asset Advisors
Connecticut
$10.6M +$3.48M +6,292 +50%
MOS
907
MGO One Seven
Ohio
$10.6M +$245K +443 +2%
SGI
908
Summit Global Investments
Utah
$10.6M +$2.06M +3,726 +25%
XT
909
XTX Topco
Cayman Islands
$10.5M +$8.74M +15,801 +533%
RWM
910
RKL Wealth Management
Pennsylvania
$10.5M -$284K -514 -3%
CAM
911
Cypress Asset Management
Texas
$10.5M -$134K -242 -1%
PIM
912
Progressive Investment Management
Oregon
$10.3M -$115K -208 -1%
KIA
913
Knollwood Investment Advisory
Maryland
$10.3M – – –
UHC
914
Union Heritage Capital
Michigan
$10.3M – – –
PFS
915
Physicians Financial Services
North Carolina
$10.3M -$41.5K -75 -0.4%
CCG
916
Cypress Capital Group
Florida
$10.2M -$1.66K -3 -0%
TGAM
917
TBH Global Asset Management
Tennessee
$10.2M -$1.16M -2,099 -10%
NC
918
Nitorum Capital
New York
$10.2M -$7.05M -12,756 -41%
MSA
919
MUFG Securities Americas
New York
$10.1M +$1.97M +3,561 +25%
TCBWMS
920
Texas Capital Bank Wealth Management Services
Texas
$10.1M -$554K -1,002 -5%
DS
921
DRW Securities
Illinois
$10.1M +$8.82M +15,944 +808%
BWP
922
Burling Wealth Partners
Illinois
$10M +$704K +1,273 +8%
NIM
923
Northeast Investment Management
Massachusetts
$10M -$192K -347 -2%
QCM
924
Qsemble Capital Management
New York
$10M +$9.85M +17,816 New
ZDA
925
Zweig-DiMenna Associates
New York
$10M +$194K +350 +2%
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