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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Atomi Financial Group
New York
$128M +$22.2M +82,743 +21%
CSP
652
Cary Street Partners
Virginia
$127M +$3.2M +11,933 +3%
CK
653
Cohen Klingenstein
New York
$127M – – –
AAM
654
AMI Asset Management
California
$127M -$3.22M -12,000 -3%
AAS
655
Annex Advisory Services
Wisconsin
$126M +$13.2M +49,301 +12%
DJSG
656
D.J. St. Germain
Massachusetts
$126M -$1.72M -6,408 -1%
OBAM
657
ODDO BHF Asset Management
France
$126M +$27M +100,618 +28%
PNC
658
Park National Corp
Ohio
$125M -$3.52M -13,099 -3%
CC
659
Chicago Capital
Illinois
$125M -$357K -1,329 -0.3%
CCM
660
Chilton Capital Management
Texas
$125M -$20.3M -75,746 -14%
SIA
661
Sit Investment Associates
Minnesota
$125M -$3.91M -14,577 -3%
NRS
662
Neville Rodie & Shaw
New York
$123M -$1.93M -7,197 -2%
VAS
663
Vestmark Advisory Solutions
Massachusetts
$123M +$68.3M +254,253 +128%
SC
664
SouthState Corp
Florida
$123M +$1.41M +5,236 +1%
GLA
665
Great Lakes Advisors
Illinois
$122M +$3.62M +13,494 +3%
JIC
666
Joel Isaacson & Co
New York
$122M +$3.97M +14,771 +3%
DP
667
Dearborn Partners
Illinois
$122M -$3.45M -12,869 -3%
HCM
668
Howard Capital Management
Georgia
$122M +$8.06M +30,019 +7%
RMA
669
Roffman Miller Associates
Pennsylvania
$122M -$884K -3,294 -0.7%
IWM
670
IHT Wealth Management
Illinois
$122M -$1.78M -6,622 -1%
EWA
671
Exencial Wealth Advisors
Oklahoma
$122M -$7.11M -26,469 -6%
ECM
672
Evergreen Capital Management
Washington
$122M +$19.8M +73,890 +20%
CA
673
Cullinan Associates
Kentucky
$121M -$1.21M -4,525 -1%
MHS
674
M Holdings Securities
Oregon
$121M +$14.1M +52,532 +13%
AAP
675
Aristotle Atlantic Partners
Florida
$121M -$143M -531,539 -54%
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