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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
801
Greenleaf Trust
Michigan
$41M +$3.17M +17,487 +9%
CWM
802
Calamos Wealth Management
Illinois
$40.8M +$4.81M +26,475 +15%
SLI
803
Sumitomo Life Insurance
Japan
$40.6M -$3.16M -17,384 -8%
SFS
804
Sowell Financial Services
Arkansas
$40.5M +$1.66M +9,172 +5%
SFG
805
Sather Financial Group
Texas
$40.5M +$5.81M +32,018 +19%
PF
806
Phoenix Financial
Israel
$40.4M +$1.16M +6,416 +3%
SS
807
Simplicity Solutions
Minnesota
$40.3M +$13M +71,678 +57%
CPSAC
808
Chas P. Smith & Associates (CPS)
Florida
$40.2M +$924K +5,090 +3%
OA
809
Oak Associates
Ohio
$40.2M -$16.7M -92,190 -32%
RBA
810
Richard Bernstein Advisors
New York
$40.1M -$156K -857 -0.4%
WAM
811
World Asset Management
Michigan
$40.1M -$20.9M -115,085 -37%
LMIM
812
Lockheed Martin Investment Management
Maryland
$40M +$6.63M +36,530 +23%
MCM
813
Maple Capital Management
Vermont
$40M +$71.7K +395 +0.2%
SSWM
814
Smith Salley Wealth Management
North Carolina
$39.8M +$1.46M +8,059 +4%
OCAM
815
Onex Canada Asset Management
Ontario, Canada
$39.8M -$5.45M -30,037 -13%
UAM
816
UAS Asset Management
New York
$39.6M +$2.81M +15,507 +9%
LP
817
LMR Partners
United Kingdom
$39.5M +$30.6M +168,393 +654%
LIA
818
LS Investment Advisors
Michigan
$39.5M +$160K +882 +0.5%
WAM
819
Wilsey Asset Management
California
$39.5M – – –
DWM
820
Doyle Wealth Management
Florida
$39.4M -$2.6M -14,324 -7%
BWP
821
Baldwin Wealth Partners
Massachusetts
$39.3M -$432K -2,382 -1%
MIH
822
Meitav Investment House
Israel
$39.2M -$374K -2,058 -1%
BBI
823
Baxter Bros Inc
Connecticut
$39.2M -$2.15M -11,859 -6%
IC
824
IEQ Capital
California
$39M +$4.37M +24,075 +14%
HC
825
Henshaw Capital
Massachusetts
$39M +$2.9K +16 +0%
31 32
33
34 35