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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1201
AIMZ Investment Advisors
California
$18.8M -$464K -623 -2%
FHA
1202
Flagship Harbor Advisors
Massachusetts
$18.7M +$1.94M +2,600 +11%
BAM
1203
BLKBRD Asset Management
Connecticut
$18.7M +$12.7M +17,108 +203%
LC
1204
Loews Corp
New York
$18.7M -$3.35M -4,500 -15%
SIM
1205
Sprucegrove Investment Management
Ontario, Canada
$18.7M -$2.69M -3,609 -12%
LGWM
1206
Litman Gregory Wealth Management
California
$18.7M -$543K -729 -3%
MFS
1207
Mirabella Financial Services
United Kingdom
$18.7M +$6.27M +8,430 +50%
TFA
1208
Teamwork Financial Advisors
Texas
$18.6M -$6.79M -9,124 -26%
BBHC
1209
Brown Brothers Harriman & Co
New York
$18.6M +$3.49M +4,695 +23%
MCP
1210
Mirador Capital Partners
California
$18.5M +$573K +770 +3%
P
1211
Pitcairn
Pennsylvania
$18.5M -$3.87M -5,193 -17%
TAM
1212
Trust Asset Management
Texas
$18.4M – – –
MASUI
1213
MIRAE ASSET SECURITIES (USA) INC.
New York
$18.4M +$18.7M +25,085 New
EW
1214
Evoke Wealth
California
$18.4M +$3.67M +4,927 +24%
KFC
1215
Klingenstein Fields & Co
New York
$18.4M -$140K -188 -0.7%
WANY
1216
Wealthspire Advisors (New York)
New York
$18.4M -$1.34M -1,802 -7%
CF
1217
Clarity Financial
Texas
$18.4M +$18.2M +24,459 +4,306%
CF
1218
Cantor Fitzgerald
New York
$18.3M +$11.7M +15,685 +170%
VCA
1219
Verdence Capital Advisors
Maryland
$18.3M +$720K +967 +4%
TFS
1220
Thoroughbred Financial Services
Tennessee
$18.3M +$1.26M +1,690 +7%
AC
1221
Asio Capital
Kentucky
$18.1M +$345K +464 +2%
NFG
1222
Nations Financial Group
Iowa
$18.1M +$464K +624 +3%
EPIMS
1223
Evelyn Partners Investment Management Services
$18.1M +$1.1M +1,480 +6%
IEFM
1224
IQ EQ Fund Management
Ireland
$18.1M +$9.01M +12,100 +96%
SWM
1225
Segment Wealth Management
Texas
$18.1M +$107K +144 +0.6%
47 48
49
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