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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1476
Sand Hill Global Advisors
California
$15.8M +$242K +1,009 +2%
CWM
1477
Curi Wealth Management
North Carolina
$15.8M -$21.4K -89 -0.1%
MG
1478
Mather Group
Illinois
$15.7M +$1.13M +4,694 +8%
HCM
1479
Harvey Capital Management
Florida
$15.6M +$605K +2,520 +4%
CVM
1480
Cheviot Value Management
California
$15.6M +$223K +929 +1%
CPA
1481
Court Place Advisors
Maryland
$15.6M +$491K +2,044 +3%
MMC
1482
Mizuho Markets Cayman
Cayman Islands
$15.6M -$1.74M -7,239 -10%
HKIM
1483
Hayek Kallen Investment Management
Alabama
$15.5M -$783K -3,261 -5%
AAM
1484
Augustine Asset Management
Florida
$15.5M +$1.72M +7,148 +12%
AAS
1485
Annex Advisory Services
Wisconsin
$15.5M +$1.85M +7,700 +13%
FMWA
1486
Forvis Mazars Wealth Advisors
Missouri
$15.5M -$230K -958 -1%
IEFM
1487
IQ EQ Fund Management
Ireland
$15.4M -$704K -2,932 -4%
SACTSONJ
1488
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$15.4M – – –
NHT
1489
New Hampshire Trust
New Hampshire
$15.4M +$15.4M +64,298 New
AOWM
1490
Alpha Omega Wealth Management
Virginia
$15.4M -$286K -1,191 -2%
WAP
1491
Wealthcare Advisory Partners
Pennsylvania
$15.4M +$893K +3,719 +6%
LJHT
1492
Laurie J. Hall Trustee
$15.4M -$162K -677 -1%
GC
1493
Gratus Capital
Georgia
$15.3M +$605K +2,520 +4%
FC
1494
FORA Capital
Florida
$15.3M +$2.86M +11,901 +23%
RSS
1495
Rosenblum Silverman Sutton
California
$15.3M -$405K -1,686 -3%
FCM
1496
Fortis Capital Management
Washington
$15.3M +$12.2M +50,915 +398%
NAMM
1497
NorthStar Asset Management (Massachusetts)
Massachusetts
$15.2M +$457K +1,906 +3%
BWP
1498
Balboa Wealth Partners
Arizona
$15.2M +$348K +1,452 +2%
BGDI
1499
BW Gestao de Investimentos
Brazil
$15.2M -$16.6M -69,315 -52%
HCM
1500
Huber Capital Management
California
$15.1M – – –
58 59
60
61 62