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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
976
Foundations Investment Advisors
Arizona
$61.6M +$15.6M +36,567 +34%
PAM
977
Palisade Asset Management
Minnesota
$61.4M -$2.45M -5,742 -4%
RC
978
Roundview Capital
New Jersey
$61.1M +$224K +523 +0.4%
BAM
979
Bellevue Asset Management
Washington
$61M -$164K -384 -0.3%
NFC
980
Northeast Financial Consultants
Connecticut
$61M +$906K +2,120 +2%
DCM
981
Dupont Capital Management
Delaware
$61M -$4.13M -9,659 -6%
DWM
982
Destination Wealth Management
California
$60.9M -$12K -28 -0%
FTWA
983
Fifth Third Wealth Advisors
Ohio
$60.9M +$8.52M +19,932 +16%
MAA
984
Matrix Asset Advisors
New York
$60.8M -$167K -391 -0.3%
SFS
985
Sowell Financial Services
Arkansas
$60.5M -$5.35M -12,504 -8%
BBI
986
Baxter Bros Inc
Connecticut
$60.4M -$2.26M -5,289 -4%
SGAM
987
Smith Group Asset Management
Texas
$60.4M +$2.47M +5,768 +4%
GFS
988
GYL Financial Synergies
Connecticut
$60.4M +$36.3K +85 +0.1%
OPCM
989
Osborne Partners Capital Management
California
$60.3M -$564K -1,320 -0.9%
VHAM
990
Van Hulzen Asset Management
California
$60.2M -$12.5M -29,271 -17%
MGCM
991
Mane Global Capital Management
New York
$60.2M +$3.94M +9,221 +7%
AFG
992
Albion Financial Group
Utah
$60M +$584K +1,367 +1%
WDA
993
Wendell David Associates
New Hampshire
$60M +$494K +1,155 +0.8%
LBC
994
Lowe Brockenbrough & Co
Virginia
$59.9M -$1.77M -4,148 -3%
SL
995
Summitry LLC
California
$59.8M -$934K -2,184 -2%
SAM
996
Sycomore Asset Management
France
$59.7M -$7.65M -17,905 -11%
LCS
997
Levin Capital Strategies
New York
$59.7M -$595K -1,391 -1%
TW
998
Transform Wealth
Colorado
$59.5M +$2.36M +5,519 +4%
AUB
999
Atlantic Union Bankshares
Virginia
$59.3M -$1.47M -3,429 -2%
IWM
1000
IHT Wealth Management
Illinois
$59.2M +$13M +30,380 +28%
38 39
40
41 42