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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1051
Jackson Wealth Management
Florida
$29.4M -$4.03M -16,791 -12%
DT
1052
Diversified Trust
Tennessee
$29.4M +$3.78M +15,768 +15%
ST
1053
Spinnaker Trust
Maine
$29.4M -$377K -1,572 -1%
CAMG
1054
CWA Asset Management Group
Florida
$29.2M +$791K +3,298 +3%
CA
1055
CapWealth Advisors
Tennessee
$29.2M +$27.8K +116 +0.1%
PCM
1056
Palisade Capital Management
New Jersey
$29.1M -$176K -734 -0.6%
SW
1057
SteelPeak Wealth
California
$29.1M -$8.3M -34,575 -22%
AUB
1058
Atlantic Union Bankshares
Virginia
$29M -$1.12M -4,680 -4%
JCM
1059
Janney Capital Management
Pennsylvania
$28.9M +$1.11M +4,641 +4%
NOCM
1060
Night Owl Capital Management
Connecticut
$28.9M +$424K +1,767 +1%
WANY
1061
Wealthspire Advisors (New York)
New York
$28.7M +$7.09M +29,551 +33%
TC
1062
Telemus Capital
Michigan
$28.7M -$436K -1,817 -1%
OA
1063
Oak Associates
Ohio
$28.7M -$120K -500 -0.4%
TCOT
1064
Trust Company of Toledo
Ohio
$28.7M -$229K -953 -0.8%
RMC
1065
Resources Management Corp
Connecticut
$28.7M -$96.2K -401 -0.3%
HT
1066
Heritage Trust
Oklahoma
$28.7M +$142K +591 +0.5%
CA
1067
Callahan Advisors
Texas
$28.6M +$456K +1,900 +2%
TF
1068
Tompkins Financial
New York
$28.5M -$552K -2,299 -2%
SLI
1069
Sumitomo Life Insurance
Japan
$28.5M -$524K -2,183 -2%
HPG
1070
Harvest Portfolios Group
Ontario, Canada
$28.5M +$28.5M +118,804 New
CC
1071
Chicago Capital
Illinois
$28.5M -$815K -3,395 -3%
1WA
1072
180 Wealth Advisors
Washington
$28.4M +$4.32K +18 +0%
AAM
1073
Auxier Asset Management
Oregon
$28.4M -$19.4K -81 -0.1%
WTB
1074
Washington Trust Bank
Washington
$28.3M -$285K -1,187 -1%
SCM
1075
Schnieders Capital Management
California
$28.3M +$1.49M +6,221 +6%
41 42
43
44 45