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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
PFG Advisors
Arizona
$41.7M +$2.05M +6,317 +5%
S
1052
SignatureFD
Georgia
$41.7M +$3.42M +10,547 +9%
LA
1053
Lynch & Associates
Indiana
$41.3M -$917K -2,827 -2%
EN1L
1054
Engine No 1 LLC
California
$41.2M +$3.53M +10,895 +10%
BAM
1055
Bellevue Asset Management
Washington
$41.2M -$7.09M -21,861 -15%
HT
1056
Heritage Trust
Oklahoma
$41.1M -$321K -990 -0.8%
JIR
1057
James Investment Research
Ohio
$41.1M -$2.76M -8,515 -7%
EF
1058
Empirical Finance
Pennsylvania
$41.1M +$11.3M +34,828 +40%
AAM
1059
Auxier Asset Management
Oregon
$41.1M -$296K -914 -0.7%
CAM
1060
Capco Asset Management
Florida
$41.1M -$172K -531 -0.4%
NIM
1061
Nexus Investment Management
Ontario, Canada
$41M -$1.09M -3,375 -3%
BAM
1062
Bell Asset Management
Australia
$40.9M -$4.47M -13,790 -10%
TGCMU
1063
Titan Global Capital Management USA
New York
$40.8M +$10.5M +32,433 +36%
UBV
1064
United Bank (Virginia)
Virginia
$40.8M -$671K -2,070 -2%
EWM
1065
Empirical Wealth Management
Washington
$40.8M -$2.3M -7,085 -6%
ST
1066
Spinnaker Trust
Maine
$40.6M +$115K +355 +0.3%
MWM
1067
Modera Wealth Management
New Jersey
$40.6M +$23.7M +73,036 +153%
RI
1068
RWWM Inc
California
$40.6M -$156K -481 -0.4%
FWM
1069
Frontier Wealth Management
Missouri
$40.6M +$267K +823 +0.7%
SRC
1070
Shufro Rose & Co
New York
$40.5M -$1.22M -3,750 -3%
DBG
1071
De Burlo Group
Massachusetts
$40.5M -$1.56M -4,810 -4%
RWP
1072
RWA Wealth Partners
Massachusetts
$40.4M +$2.25M +6,945 +6%
TCM
1073
Tufton Capital Management
Maryland
$40.3M -$2.03M -6,269 -5%
CC
1074
Chicago Capital
Illinois
$40.2M -$1.79M -5,530 -4%
ZDA
1075
Zweig-DiMenna Associates
New York
$40.2M -$674K -2,079 -2%
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