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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Avity Investment Management
Connecticut
$60.1M -$1.04M -5,730 -2%
AG
752
AlTi Global
New York
$59.8M +$4.44M +24,412 +8%
CWM
753
Cornerstone Wealth Management
Missouri
$59.7M -$1.33M -7,319 -2%
FPAS
754
Focus Partners Advisor Solutions
Missouri
$59.6M +$26.6M +146,223 +73%
FFA
755
First Foundation Advisors
California
$59.6M +$15.1M +83,022 +31%
TSMHT
756
Thurston Springer Miller Herd & Titak
Indiana
$59.6M +$63.2M +347,367 New
FNBOO
757
First National Bank of Omaha
Nebraska
$59.6M -$16.3M -89,610 -25%
MAM
758
Martingale Asset Management
Massachusetts
$59.5M +$6.27M +34,500 +11%
JWBC
759
J.W. Burns & Co
New York
$59.5M -$1.13M -6,215 -2%
AFG
760
Albion Financial Group
Utah
$59.5M -$77.5K -426 -0.1%
MSR
761
Main Street Research
Connecticut
$59.4M +$1.86M +10,204 +3%
ACM
762
Academy Capital Management
Texas
$59.4M -$973K -5,349 -2%
MOS
763
MGO One Seven
Ohio
$59.4M +$202K +1,113 +0.3%
HIA
764
Harbor Investment Advisory
Maryland
$59.2M -$262K -1,440 -0.4%
RFA
765
Rollins Financial Advisors
New York
$59M +$774K +4,258 +1%
FBB
766
Fulton Breakefield Broenniman
Maryland
$59M +$104K +571 +0.2%
VVP
767
Venture Visionary Partners
Ohio
$59M -$2.58M -14,194 -4%
TH
768
TCTC Holdings
Texas
$58.9M -$533K -2,929 -0.8%
SG
769
Sienna Gestion
France
$58.9M +$62.4M +343,191 New
GIM
770
Grassi Investment Management
California
$58.8M -$213K -1,173 -0.3%
BHIA
771
Birch Hill Investment Advisors
Massachusetts
$58.5M -$1.28M -7,052 -2%
CHAM
772
Clear Harbor Asset Management
Connecticut
$58.5M -$1.16M -6,389 -2%
HSA
773
HBK Sorce Advisory
Pennsylvania
$58.5M +$2.79M +15,332 +5%
GP
774
Girard Partners
Pennsylvania
$58.4M -$472K -2,598 -0.8%
NFC
775
Northeast Financial Consultants
Connecticut
$58.4M -$7.17M -39,433 -10%
29 30
31
32 33