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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1026
Macroview Investment Management
Maryland
$1.42K +$1.52K +35 New
HWM
1027
HighMark Wealth Management
Minnesota
$1.42K -$433 -10 -22%
IBOK
1028
Independence Bank of Kentucky
Kentucky
$1.42K – – –
CCP
1029
Carmel Capital Partners
California
$1.22K +$1.3K +30 New
MA
1030
MCF Advisors
Kentucky
$1.02K – – –
NSIM
1031
North Star Investment Management
Illinois
$1.01K – – –
SFCL
1032
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
CAL
1033
Capital Analysts LLC
Pennsylvania
$1K +$867 +20 New
TWD
1034
True Wealth Design
Ohio
$610 – – –
UFF
1035
USA Financial Formulas
Michigan
$609 -$867 -20 -57%
HWP
1036
Highline Wealth Partners
California
$609 – – –
PCTC
1037
Perkins Coie Trust Company
Washington
$609 +$650 +15 New
TIM
1038
Tortoise Investment Management
New York
$609 +$650 +15 New
CWC
1039
Carolinas Wealth Consulting
North Carolina
$578 -$34.2K -790 -98%
EWM
1040
Evermay Wealth Management
Virginia
$388 – – –
SWA
1041
SOA Wealth Advisors
New York
$203 – – –
WA
1042
WestEnd Advisors
North Carolina
$203 +$217 +5 New
ZIG
1043
Zurich Insurance Group
Switzerland
– -$81.1M -1,834,480 Closed
WCM
1044
Wedge Capital Management
North Carolina
– -$26.5M -599,010 Closed
ADEF
1045
Adams Diversified Equity Fund
Maryland
– -$20.4M -461,955 Closed
HP
1046
Hosking Partners
United Kingdom
– -$17.3M -391,165 Closed
TC
1047
TwinBeech Capital
New York
– -$16.3M -369,220 Closed
RPI
1048
Railway Pension Investments
United Kingdom
– -$6.99M -158,000 Closed
PR
1049
Payden & Rygel
California
– -$6.28M -142,000 Closed
CC
1050
Carlson Capital
Texas
– -$6.1M -138,000 Closed
40 41
42
43 44