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Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
1026
Orbis Allan Gray
Bermuda
$40.4M +$13M +43,260 +49%
AUB
1027
Atlantic Union Bankshares
Virginia
$40.2M +$454K +1,509 +1%
GWM
1028
Geneos Wealth Management
Colorado
$40.2M +$367K +1,219 +0.9%
DAM
1029
Deltec Asset Management
New York
$40.1M -$1.64M -5,440 -4%
SLI
1030
Sumitomo Life Insurance
Japan
$39.7M -$498K -1,656 -1%
PA
1031
PFG Advisors
Arizona
$39.6M +$1.33M +4,435 +4%
PAI
1032
Pittenger & Anderson Inc
Nebraska
$39.6M +$950K +3,159 +3%
TC
1033
Telemus Capital
Michigan
$39.5M +$1.05M +3,492 +3%
S
1034
SignatureFD
Georgia
$39.4M +$1.23M +4,103 +3%
WAM
1035
Wilsey Asset Management
California
$39.3M -$7.18M -23,863 -16%
HFM
1036
Harvest Fund Management
China
$39.3M -$5.07M -16,866 -12%
RC
1037
Roundview Capital
New Jersey
$39M +$625K +2,079 +2%
TGCMU
1038
Titan Global Capital Management USA
New York
$38.9M +$1.43M +4,769 +4%
FCMC
1039
Founders Capital Management (Connecticut)
Connecticut
$38.9M +$153K +510 +0.4%
SW
1040
SteelPeak Wealth
California
$38.9M +$2.32M +7,719 +7%
FAIM
1041
Financial Advocates Investment Management
Washington
$38.9M -$1.32M -4,390 -3%
TCOT
1042
Trust Company of Toledo
Ohio
$38.8M -$534K -1,776 -1%
ACM
1043
Academy Capital Management
Texas
$38.7M -$196K -652 -0.5%
WTB
1044
Washington Trust Bank
Washington
$38.6M -$4.43M -14,726 -11%
USCWA
1045
U.S. Capital Wealth Advisors
Texas
$38.6M -$156K -519 -0.4%
3CP
1046
3G Capital Partners
New York
$38.5M +$16.5M +55,000 +79%
FTDI
1047
First Trust Direct Indexing
Massachusetts
$38.5M +$3.1M +10,292 +9%
RWP
1048
RWA Wealth Partners
Massachusetts
$38.4M +$1.33M +4,437 +4%
PCM
1049
Palisade Capital Management
New Jersey
$38.4M +$137K +456 +0.4%
TF
1050
Tompkins Financial
New York
$38.4M +$6.4M +21,276 +21%
40 41
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