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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
1201
Unigestion Holding
Switzerland
$20.1M -$9.03M -42,994 -31%
SGK
1202
Steigerwald Gordon & Koch
Virginia
$20.1M -$185K -882 -0.9%
TIA
1203
Tandem Investment Advisors
South Carolina
$20M -$1.48M -7,041 -7%
SW
1204
SteelPeak Wealth
California
$20M +$1.47M +6,999 +8%
OPCM
1205
Osborne Partners Capital Management
California
$20M -$152K -722 -0.8%
PHS
1206
PFM Health Sciences
California
$20M – – –
P
1207
Pitcairn
Pennsylvania
$20M -$224K -1,066 -1%
JCM
1208
JS Capital Management
New York
$20M -$17.4M -83,000 -47%
CCT
1209
Chemung Canal Trust
New York
$19.9M -$1.27M -6,068 -6%
CBB
1210
Citizens Business Bank
California
$19.9M -$1.06M -5,036 -5%
WIC
1211
Willis Investment Counsel
Georgia
$19.9M -$1.35M -6,423 -6%
LCM
1212
Logan Capital Management
Pennsylvania
$19.9M -$29.6M -140,834 -60%
DT
1213
Diversified Trust
Tennessee
$19.9M +$4.78M +22,754 +32%
KFP
1214
KMG Fiduciary Partners
Ohio
$19.8M -$854K -4,067 -4%
RPC
1215
Rossmore Private Capital
Connecticut
$19.8M +$459K +2,184 +2%
CIA
1216
CCM Investment Advisers
South Carolina
$19.7M -$1.19M -5,686 -6%
ECG
1217
Edge Capital Group
Georgia
$19.7M +$170K +808 +0.9%
S
1218
SignatureFD
Georgia
$19.6M +$977K +4,653 +5%
AF
1219
Arrow Financial
New York
$19.6M -$1.13M -5,383 -5%
KJWM
1220
Kiley Juergens Wealth Management
Washington
$19.6M -$4.31M -20,498 -18%
TCM
1221
Thames Capital Management
New Jersey
$19.6M -$4.02M -19,137 -17%
WC
1222
Westwind Capital
New Mexico
$19.5M +$329K +1,566 +2%
PAS
1223
Park Avenue Securities
New York
$19.5M +$1.88M +8,938 +11%
DLCIG
1224
D.L. Carlson Investment Group
New Hampshire
$19.4M +$3.42M +16,277 +21%
MWM
1225
Meridian Wealth Management
Kentucky
$19.4M +$1.97M +9,384 +11%
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