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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1601
Broadleaf Partners
Ohio
$29.5M -$18.5K -37 -0.1%
TFA
1602
Toth Financial Advisory
Virginia
$29.5M +$102K +204 +0.3%
AMM
1603
American Money Management
California
$29.5M +$550K +1,097 +2%
AA
1604
Altrafin AG
$29.4M +$810K +1,616 +3%
DSA
1605
Davis Selected Advisers
Arizona
$29.4M +$4.26M +8,495 +16%
CWA
1606
Consilio Wealth Advisors
Washington
$29.4M +$914K +1,823 +3%
SL
1607
Salomon & Ludwin
Virginia
$29.4M +$251K +500 +0.8%
UI
1608
Untitled Investments
New York
$29.4M -$2.05M -4,095 -6%
BCM
1609
Brasada Capital Management
Texas
$29.4M -$567K -1,131 -2%
WPP
1610
Whalerock Point Partners
Rhode Island
$29.3M +$1.84M +3,672 +6%
VCM
1611
Vision Capital Management
Oregon
$29.3M -$234K -466 -0.8%
CT
1612
Chicago Trust
Illinois
$29.2M -$3.73M -7,439 -11%
7WCP
1613
71 West Capital Partners
Massachusetts
$29.2M +$30.2M +60,317 New
UOTTAIMCU
1614
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2M -$2.08M -4,141 -6%
TCBWMS
1615
Texas Capital Bank Wealth Management Services
Texas
$29.2M +$7.26M +14,489 +32%
FMTC
1616
Farmers & Merchants Trust Company
California
$29.1M -$3.4M -6,781 -10%
RA
1617
RFG Advisory
Alabama
$29.1M -$1.29M -2,581 -4%
KFS
1618
Kurt F. Somerville
$29M -$721K -1,439 -2%
EAM
1619
EULAV Asset Management
Florida
$29M +$1.75M +3,500 +6%
CSUI
1620
Cincinnati Specialty Underwriters Insurance
Ohio
$29M – – –
CAAS
1621
Capital Asset Advisory Services
Michigan
$29M +$751K +1,498 +3%
KC
1622
Knuff & Co
California
$28.8M +$153K +306 +0.5%
CA
1623
Crewe Advisors
Utah
$28.8M -$325K -649 -1%
FAM
1624
Fulcrum Asset Management
United Kingdom
$28.8M +$258K +515 +0.9%
NS
1625
NBC Securities
Alabama
$28.8M -$113K -225 -0.4%
63 64
65
66 67