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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
OMC Financial Services
New York
$14.6M – – –
PHAM
902
Pacific Heights Asset Management
California
$14.6M – – –
CI
903
CX Institutional
Indiana
$14.6M +$2.62M +9,705 +22%
NMIMC
904
Northwestern Mutual Investment Management Company
Wisconsin
$14.6M +$770K +2,847 +6%
WAM
905
Weatherly Asset Management
California
$14.5M +$557K +2,059 +4%
SAM
906
Sawgrass Asset Management
Florida
$14.5M -$517K -1,911 -4%
NCM
907
Noesis Capital Mangement
Florida
$14.5M +$6.18M +22,853 +77%
ZCI
908
Zevenbergen Capital Investments
Washington
$14.5M -$9.83M -36,345 -41%
UI
909
Untitled Investments
New York
$14.4M – – –
FTDI
910
First Trust Direct Indexing
Massachusetts
$14.4M +$1.31M +4,852 +10%
ACA
911
Anchor Capital Advisors
Massachusetts
$14.4M -$205K -759 -1%
PAS
912
Professional Advisory Services
Florida
$14.4M +$14.1M +52,274 New
FFM
913
Fullerton Fund Management
Singapore
$14.4M -$30.5M -112,724 -68%
AMI
914
Amica Mutual Insurance
Rhode Island
$14.3M – – –
VHAM
915
Van Hulzen Asset Management
California
$14.3M -$4.97M -18,382 -26%
MOS
916
MGO One Seven
Ohio
$14.3M +$1.54M +5,700 +12%
SA
917
SpiderRock Advisors
Delaware
$14.1M -$149K -550 -1%
WPP
918
Whalerock Point Partners
Rhode Island
$14.1M +$683K +2,528 +5%
WP
919
WMS Partners
Maryland
$14.1M +$2.04M +7,540 +17%
TFA
920
Toth Financial Advisory
Virginia
$14.1M -$92.7K -343 -0.7%
SIMG
921
Sonora Investment Management Group
Arizona
$14.1M +$368K +1,360 +3%
ZIM
922
Zacks Investment Management
Illinois
$14M +$191K +707 +1%
MWM
923
Mission Wealth Management
California
$14M +$1.53M +5,659 +13%
JCM
924
Junto Capital Management
New York
$13.8M +$13.6M +50,268 New
PIP
925
Peachtree Investment Partners
Florida
$13.8M -$67.3K -249 -0.5%
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