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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1276
Evelyn Partners Investment Management Services
$38.3M +$38.7M +90,903 New
SWP
1277
Sagespring Wealth Partners
Tennessee
$38.3M +$38.7M +90,762 New
PVI
1278
Pine Valley Investments
New Jersey
$38.2M +$3.37M +7,919 +10%
LIM
1279
Lingotto Investment Management
United Kingdom
$38.2M -$6.2M -14,564 -14%
IIC
1280
Ironwood Investment Counsel
Arizona
$38.2M +$2.98K +7 +0%
SVWAG
1281
Sound View Wealth Advisors Group
Georgia
$38.1M +$1.42M +3,337 +4%
GIA
1282
Gladstone Institutional Advisory
Florida
$38M +$2.57M +6,030 +7%
VIP
1283
Vantage Investment Partners
Missouri
$38M -$296K -695 -0.8%
BAM
1284
Bell Asset Management
Australia
$37.9M -$170K -400 -0.4%
CCP
1285
Clough Capital Partners
Massachusetts
$37.8M -$10.7M -25,218 -22%
AAIM
1286
American Assets Investment Management
California
$37.8M – – –
MIA
1287
MainStreet Investment Advisors
Illinois
$37.7M -$814K -1,911 -2%
HAIM
1288
Hunter Associates Investment Management
Pennsylvania
$37.7M -$216K -507 -0.6%
CIA
1289
Covington Investment Advisors
Pennsylvania
$37.6M +$339K +797 +0.9%
IPW
1290
Invictus Private Wealth
Colorado
$37.6M -$571K -1,340 -1%
RIP
1291
RAM Investment Partners
Washington
$37.5M +$2.1M +4,919 +6%
TA
1292
TruWealth Advisors
Louisiana
$37.5M +$739K +1,734 +2%
AWM
1293
Absher Wealth Management
North Carolina
$37.4M +$543K +1,275 +1%
AWA
1294
Arkadios Wealth Advisors
Georgia
$37.4M +$1.53M +3,590 +4%
LG
1295
LaFleur & Godfrey
Michigan
$37.3M -$617K -1,448 -2%
AO
1296
Allen Operations
New York
$37.3M – – –
PCM
1297
Pennsylvania Capital Management
Pennsylvania
$37.2M -$49.4K -116 -0.1%
CIG
1298
Cullen Investment Group
Louisiana
$37.2M +$568K +1,334 +2%
HVIA
1299
Hudson Valley Investment Advisors
New York
$37.2M +$3.41K +8 +0%
TS
1300
Tamar Securities
California
$37.2M +$2.21M +5,190 +6%
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