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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
776
S&CO Inc
Massachusetts
$63.1M -$1.45M -7,831 -2%
CRC
777
Curi RMB Capital
Illinois
$63.1M -$1.55M -8,395 -2%
HSA
778
HBK Sorce Advisory
Pennsylvania
$62.7M -$1.76M -9,533 -3%
ECM
779
Evergreen Capital Management
Washington
$62.7M +$882K +4,775 +1%
LIA
780
LS Investment Advisors
Michigan
$62.6M -$1.81M -9,797 -3%
AG
781
AlTi Global
New York
$62.4M +$59.8M +323,964 New
SWA
782
Stratos Wealth Advisors
Ohio
$62.3M +$740K +4,006 +1%
LI
783
LMCG Investments
Massachusetts
$62.3M -$1.58M -8,554 -3%
BFIM
784
Beese Fulmer Investment Management
Ohio
$62M -$999K -5,409 -2%
AL
785
Aspiriant LLC
California
$61.9M -$46.3K -251 -0.1%
GAI
786
General American Investors
New York
$61.8M – – –
NL
787
NWAM LLC
Washington
$61.7M -$2.04M -11,036 -3%
AC
788
Avenir Corporation
Virginia
$61.7M -$737K -3,991 -1%
NMIFOAC
789
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$61.5M – – –
JIP
790
Jaffetilchin Investment Partners
Florida
$61.1M +$53.5K +290 +0.1%
FFM
791
Forum Financial Management
Illinois
$60.7M +$3.82M +20,662 +7%
AIM
792
Allen Investment Management
New York
$60.5M -$2.47M -13,387 -4%
SW
793
SlateStone Wealth
Florida
$60.4M +$495K +2,679 +0.9%
CCG
794
Ceeto Capital Group
Florida
$60.3M -$623K -3,375 -1%
MAM
795
Martingale Asset Management
Massachusetts
$60.2M -$3.48M -18,864 -6%
MA
796
Montag & Associates
Georgia
$60.2M -$352K -1,908 -0.6%
ECU
797
Eisler Capital (UK)
United Kingdom
$59.9M -$124M -673,572 -68%
BP
798
Ballentine Partners
Massachusetts
$59.9M +$1.34M +7,275 +2%
LBC
799
Lowe Brockenbrough & Co
Virginia
$59.9M -$5.06M -27,405 -8%
SAM
800
Shikiar Asset Management
New York
$59.7M -$826K -4,475 -1%
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