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Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
901
Davidson Kempner Capital Management
New York
$10.4M +$10.1M +50,000 New
SI
902
Sora Investors
Pennsylvania
$10.4M +$10.1M +50,000 New
SPC
903
Sigma Planning Corp
Michigan
$10.4M -$1.04M -5,177 -9%
TFA
904
Toth Financial Advisory
Virginia
$10.4M +$1.63M +8,086 +19%
LC
905
Lakehouse Capital
Australia
$10.3M – – –
CK
906
Cohen Klingenstein
New York
$10.1M – – –
FG
907
Fiduciary Group
Georgia
$10.1M -$87.5K -434 -0.9%
MCM
908
Makena Capital Management
California
$10.1M +$9.77M +48,460 New
FFAM
909
Forge First Asset Management
Canada
$10.1M +$9.76M +48,420 New
TAMH
910
Taikang Asset Management (HK)
Hong Kong
$10M +$1.37M +6,806 +16%
SBL
911
Sargent Bickham Lagudis
Colorado
$10M -$178K -884 -2%
LBC
912
Lowe Brockenbrough & Co
Virginia
$10M -$175K -870 -2%
DAM
913
Deltec Asset Management
New York
$10M -$147K -730 -1%
DWT
914
Dorsey & Whitney Trust
South Dakota
$10M -$304K -1,509 -3%
PAM
915
Palisade Asset Management
Minnesota
$9.97M +$403K +1,999 +4%
IWC
916
Integrated Wealth Concepts
Massachusetts
$9.97M +$68K +337 +0.7%
ECM
917
Everence Capital Management
Indiana
$9.95M +$1.2M +5,940 +14%
OPCM
918
Osborne Partners Capital Management
California
$9.93M -$60.5K -300 -0.6%
PIM
919
Progressive Investment Management
Oregon
$9.9M +$134K +666 +1%
PMG
920
ProVise Management Group
Florida
$9.87M +$213K +1,057 +2%
WPP
921
Whalerock Point Partners
Rhode Island
$9.77M +$57.5K +285 +0.6%
CI
922
Capital International
California
$9.75M +$133K +659 +1%
EWM
923
Evercore Wealth Management
New York
$9.72M +$267K +1,323 +3%
TCCM
924
Timber Creek Capital Management
Massachusetts
$9.7M -$129K -641 -1%
FWTB
925
First Western Trust Bank
Colorado
$9.67M +$30K +149 +0.3%
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