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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
951
Lattice Capital Management
Washington
$37.2M – – –
QI
952
Qtron Investments
Massachusetts
$37M +$8.39K +71 +0%
BC
953
Burney Company
Virginia
$37M +$1.12M +9,441 +3%
SF
954
Summit Financial
New Jersey
$37M +$464K +3,931 +1%
FCP
955
Fidelis Capital Partners
Florida
$36.9M +$1.5M +12,704 +5%
SW
956
SlateStone Wealth
Florida
$36.8M +$6.97M +59,007 +24%
TAS
957
TIFF Advisory Services
Pennsylvania
$36.8M – – –
AFG
958
Albion Financial Group
Utah
$36.7M +$29.2M +247,444 +453%
CAM
959
Covenant Asset Management
New Jersey
$36.5M -$1.74M -14,768 -5%
WWM
960
Western Wealth Management
Colorado
$36.5M +$5.94M +50,286 +20%
GAM
961
Gemmer Asset Management
California
$36.3M -$16.9M -142,659 -32%
ACM
962
Aljian Capital Management
Nevada
$36.3M +$2.43M +20,580 +7%
PAMG
963
Patton Albertson Miller Group
Tennessee
$36.1M -$3.27M -27,681 -9%
MASUI
964
MIRAE ASSET SECURITIES (USA) INC.
New York
$35.9M -$161K -1,365 -0.5%
NSEDCP
965
NJ State Employees Deferred Compensation Plan
New Jersey
$35.9M – – –
WHG
966
Westwood Holdings Group
Texas
$35.9M +$6.71M +56,775 +24%
LFAS
967
Level Four Advisory Services
Texas
$35.8M -$4.02M -33,994 -11%
EGA
968
Eagle Global Advisors
Texas
$35.6M +$31.3K +265 +0.1%
OAM
969
Occidental Asset Management
California
$35.6M -$1.19M -10,052 -3%
PA
970
Procyon Advisors
Connecticut
$35.6M +$633K +5,356 +2%
JAM
971
JW Asset Management
Florida
$35.5M +$1.3M +11,000 +4%
FRA
972
Front Row Advisors
California
$35.5M -$618K -5,231 -2%
IAS
973
Insigneo Advisory Services
Florida
$35.4M -$2.23M -18,843 -6%
B
974
Bensler
Washington
$35.4M +$213K +1,806 +0.6%
DA
975
Denali Advisors
California
$35.3M +$34.3M +290,496 New
37 38
39
40 41