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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMJS
1301
PKO Investment Management Joint-Stock
Poland
$20.4M – – –
PMG
1302
ProVise Management Group
Florida
$20.4M +$403K +1,681 +2%
TAM
1303
Trust Asset Management
Texas
$20.3M – – –
CQS
1304
Credential Qtrade Securities
$20.3M -$449K -1,873 -2%
GCAC
1305
Guardian Capital Advisors (Canada)
Ontario, Canada
$20.2M +$151K +630 +0.7%
1IA
1306
1834 Investment Advisors
Wisconsin
$20.2M -$392K -1,634 -2%
WCMN
1307
Westchester Capital Management (Nebraska)
Nebraska
$20.2M -$66.5K -277 -0.3%
CT
1308
Caldwell Trust
Florida
$20.2M +$336K +1,402 +2%
LIM
1309
Leavell Investment Management
Alabama
$20.2M -$1.6M -6,664 -7%
CJL
1310
Cyrus J. Lawrence
New York
$20.1M -$243K -1,012 -1%
P
1311
Pitcairn
Pennsylvania
$20M -$370K -1,543 -2%
RCM
1312
Rings Capital Management
Illinois
$19.9M – – –
CW
1313
CreativeOne Wealth
Kansas
$19.9M -$117K -487 -0.6%
IWA
1314
Icon Wealth Advisors
Texas
$19.9M +$35.8K +149 +0.2%
GWM
1315
Geneos Wealth Management
Colorado
$19.8M +$48.7K +203 +0.2%
CPIG
1316
Chicago Partners Investment Group
Illinois
$19.8M +$616K +2,568 +4%
BFC
1317
Blue Fin Capital
Rhode Island
$19.8M -$384K -1,602 -2%
DLCIG
1318
D.L. Carlson Investment Group
New Hampshire
$19.8M -$1.06M -4,414 -5%
NIC
1319
Northwest Investment Counselors
Oregon
$19.8M +$267K +1,112 +1%
NFG
1320
Nations Financial Group
Iowa
$19.8M +$7.66M +31,900 +63%
LWM
1321
Lyell Wealth Management
California
$19.8M -$158K -660 -0.8%
FNT
1322
First Nebraska Trust
Nebraska
$19.7M -$44.4K -185 -0.2%
GIA
1323
Gladstone Institutional Advisory
Florida
$19.7M -$956K -3,985 -5%
LWAC
1324
Laurel Wealth Advisors (California)
California
$19.7M -$785K -3,269 -4%
FMAEN1
1325
Fund Management at Engine No 1
California
$19.7M +$2.48M +10,350 +14%
51 52
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