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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
751
Albion Financial Group
Utah
$81.3M +$384K +1,719 +0.5%
CCA
752
Cobblestone Capital Advisors
New York
$81.1M +$7.82M +34,995 +11%
HIA
753
Harbor Investment Advisory
Maryland
$80.7M -$96.9K -434 -0.1%
AUB
754
Atlantic Union Bankshares
Virginia
$80.7M -$891K -3,991 -1%
BWM
755
Brickley Wealth Management
California
$80.7M -$215K -962 -0.3%
BP
756
Ballentine Partners
Massachusetts
$80.6M +$2.61M +11,707 +4%
BA
757
Birinyi Associates
Connecticut
$80.6M -$2.22M -9,947 -3%
JAIC
758
Josh Arnold Investment Consultant
Minnesota
$80.4M -$651K -2,915 -0.8%
ACM
759
Academy Capital Management
Texas
$80.2M -$334K -1,496 -0.4%
USAA
760
United Services Automobile Association
Texas
$80.2M -$15M -67,117 -16%
BFS
761
Baskin Financial Services
Ontario, Canada
$80M -$1.79M -8,024 -2%
BHIA
762
Birch Hill Investment Advisors
Massachusetts
$79.8M -$92K -412 -0.1%
BAM
763
Belpointe Asset Management
Nevada
$79.7M -$4.58M -20,527 -6%
FIA
764
Foundations Investment Advisors
Arizona
$79.6M +$11.1M +49,749 +17%
GIM
765
Grassi Investment Management
California
$79.4M -$146K -653 -0.2%
AIM
766
Avity Investment Management
Connecticut
$79.3M -$1.35M -6,033 -2%
FTF
767
Freedom Together Foundation
New York
$79.2M -$114M -511,000 -60%
FHA
768
First Horizon Advisors
Tennessee
$78.8M -$1.34M -5,992 -2%
CHAM
769
Clear Harbor Asset Management
Connecticut
$78.8M -$64.1K -287 -0.1%
CAM
770
Carret Asset Management
New York
$78.5M -$394K -1,765 -0.5%
GIC
771
GFI Investment Counsel
Ontario, Canada
$78.4M -$765K -3,424 -1%
SDH
772
Sloy Dahl & Holst
Washington
$78.4M -$5.6M -25,077 -7%
SCM
773
Suvretta Capital Management
New York
$78.3M -$6.08M -27,210 -7%
KWA
774
Kingswood Wealth Advisors
California
$78.2M +$8.28M +37,083 +12%
MC
775
Martin Currie
United Kingdom
$78.1M +$75.4M +337,577 New
29 30
31
32 33