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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
776
TCTC Holdings
Texas
$78.1M -$1.21M -5,436 -2%
CRC
777
Curi RMB Capital
Illinois
$78M +$5.11M +22,880 +7%
RFA
778
Rollins Financial Advisors
New York
$77.8M -$837K -3,747 -1%
ANTB
779
AMG National Trust Bank
Colorado
$77.7M -$14.2M -63,512 -16%
FBB
780
Fulton Breakefield Broenniman
Maryland
$77.7M -$2.03M -9,096 -3%
JWBC
781
J.W. Burns & Co
New York
$77.4M -$3.21M -14,393 -4%
SRIM
782
Saratoga Research & Investment Management
California
$77.4M -$4.45M -19,933 -6%
KCM
783
Kanawha Capital Management
Virginia
$77.1M -$2.19M -9,785 -3%
FFA
784
First Foundation Advisors
California
$76.8M -$2.12M -9,478 -3%
EDRH
785
Edmond de Rothschild Holding
Switzerland
$76.6M +$3.21M +14,384 +5%
HSA
786
HBK Sorce Advisory
Pennsylvania
$76.5M -$1.07M -4,803 -1%
TAM
787
Taurus Asset Management
New York
$76.5M +$1.72M +7,681 +2%
EFS
788
Essex Financial Services
Connecticut
$76.1M -$4.86M -21,757 -6%
LIA
789
LS Investment Advisors
Michigan
$76M +$480K +2,148 +0.7%
FRA
790
Frank Rimerman Advisors
California
$75.8M -$5.92M -26,528 -8%
AG
791
AlTi Global
New York
$75.8M +$3.3M +14,791 +5%
NFC
792
Northeast Financial Consultants
Connecticut
$74.8M -$1.31M -5,880 -2%
BIAS
793
Beacon Investment Advisory Services
New Jersey
$74.7M -$444K -1,988 -0.6%
NMIFOAC
794
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$74.4M – – –
WWM
795
Western Wealth Management
Colorado
$74.4M +$11.9M +53,427 +20%
BFO
796
Boston Family Office
Massachusetts
$74.4M -$1.4M -6,275 -2%
BBA
797
BLB&B Advisors
Pennsylvania
$74.2M -$1.66M -7,436 -2%
HCM
798
Himalaya Capital Management
Washington
$74M -$98.7M -441,900 -58%
STA
799
Summit Trail Advisors
New York
$74M +$6.8M +30,434 +11%
FFA
800
Farther Finance Advisors
California
$73.9M +$16.7M +74,778 +31%
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