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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
601
Westpac Banking Corp
Australia
$14.3M +$3.08M +10,216 +29%
PWS
602
Peterson Wealth Services
Utah
$14.3M +$2.53M +8,410 +23%
SS
603
Sunbelt Securities
Texas
$14.2M -$201K -668 -2%
CUAMC
604
China Universal Asset Management Company
China
$14.2M -$2.86M -9,479 -18%
BP
605
Ballentine Partners
Massachusetts
$14.1M +$4.24M +14,076 +46%
FIA
606
Foundations Investment Advisors
Arizona
$14.1M +$1.69M +5,610 +14%
CA
607
Crewe Advisors
Utah
$14.1M +$16K +53 +0.1%
SWM
608
Shepherd Wealth Management
Ohio
$14.1M +$3.7M +12,287 +41%
SBFM
609
S-Bank Fund Management
Finland
$14M -$2.88M -9,545 -18%
M2MC
610
Matthew 25 Management Corp
Pennsylvania
$14M -$1.81M -6,000 -12%
LIM
611
Lingotto Investment Management
United Kingdom
$14M -$13.6M -45,000 -51%
NAAA
612
New Age Alpha Advisors
New York
$13.9M +$1.62M +5,383 +14%
OCM
613
One Capital Management
California
$13.9M +$3.27M +10,857 +33%
SF
614
Summit Financial
New Jersey
$13.7M +$4.48M +14,860 +53%
AIM
615
Adapt Investment Managers
Switzerland
$13.6M +$3.3M +10,952 +34%
SIA
616
Soltis Investment Advisors
Utah
$13.5M +$4.85M +16,090 +61%
CCA
617
Checchi Capital Advisers
California
$13.5M +$202K +671 +2%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$13.4M +$240K +798 +2%
FAIM
619
Financial Advocates Investment Management
Washington
$13.4M -$491K -1,629 -4%
TCM
620
Twin Capital Management
Pennsylvania
$13.4M +$159K +527 +1%
ASG
621
Ariston Services Group
California
$13.3M +$12.2M +40,475 +3,238%
LIP
622
Liontrust Investment Partners
United Kingdom
$13.2M -$6.98M -23,170 -36%
CWA
623
Canvas Wealth Advisors
Kansas
$13.1M +$367K +1,217 +3%
SCTC
624
Sanibel Captiva Trust Company
Florida
$13.1M +$2.82M +9,350 +29%
RCM
625
Ratan Capital Management
Florida
$13.1M – – –
23 24
25
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