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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
651
Atria Investments
North Carolina
$53.7M -$3.73M -26,132 -6%
AAM
652
Alphadyne Asset Management
New York
$53.7M +$55M +385,085 +1,369%
SWM
653
Spire Wealth Management
Virginia
$53.5M +$2.22M +15,565 +4%
BFO
654
Boston Family Office
Massachusetts
$53.5M -$49.9K -349 -0.1%
CCM
655
Coldstream Capital Management
Washington
$53.2M +$58.5M +409,518 New
TMAM
656
Tokio Marine Asset Management
Japan
$53.1M +$7.09M +49,613 +14%
CAMG
657
CWA Asset Management Group
Florida
$53.1M +$654K +4,579 +1%
YIA
658
YHB Investment Advisors
Connecticut
$53.1M -$839K -5,872 -1%
GC
659
Grimes & Company
Massachusetts
$52.6M -$48.7K -341 -0.1%
EIA
660
Edgemoor Investment Advisors
Maryland
$52.6M -$943K -6,602 -2%
SDH
661
Sloy Dahl & Holst
Washington
$52.3M -$3.47M -24,254 -6%
ORI
662
Oak Ridge Investments
Illinois
$51.9M -$807K -5,644 -1%
RSWM
663
Robertson Stephens Wealth Management
California
$51.5M +$2.32M +16,259 +4%
LI
664
LMCG Investments
Massachusetts
$51.5M -$1.14M -7,945 -2%
IWM
665
IHT Wealth Management
Illinois
$51.2M -$2.5M -17,504 -4%
NP
666
NorthRock Partners
Minnesota
$51M -$1.07M -7,460 -2%
JIC
667
Joel Isaacson & Co
New York
$51M +$1.11M +7,755 +2%
CTI
668
Community Trust & Investment
Kentucky
$51M -$574K -4,017 -1%
FHA
669
First Horizon Advisors
Tennessee
$51M -$1.83M -12,816 -3%
BOTW
670
Bank of the West
California
$51M -$2.92M -20,451 -5%
FAIM
671
Financial Advocates Investment Management
Washington
$51M +$10.7M +74,652 +24%
RBA
672
Richard Bernstein Advisors
New York
$50.8M -$6.82M -47,694 -11%
BA
673
Birinyi Associates
Connecticut
$50.7M -$1.37M -9,554 -2%
WA
674
Wealth Alliance
New York
$50.6M -$1.41M -9,868 -2%
CF
675
Covea Finance
France
$50.4M -$1.19M -8,332 -2%
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