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Name Holding Trade Value Shares
Change 		Change in
Stake
OBAM
826
ODDO BHF Asset Management
France
$61.5M +$7.85M +38,874 +15%
AIS
827
AM Investment Strategies
Tennessee
$61.3M -$7.03M -34,811 -10%
ACM
828
Aljian Capital Management
Nevada
$61.3M -$1.93M -9,560 -3%
BIAS
829
Beacon Investment Advisory Services
New Jersey
$61.3M -$3.13M -15,517 -5%
BRA
830
Bender Robert & Associates
California
$61.3M -$1.48M -7,351 -2%
BFO
831
Boston Family Office
Massachusetts
$61.1M +$42.4K +210 +0.1%
MA
832
Montag & Associates
Georgia
$61M -$2.7M -13,392 -4%
AG
833
AlTi Global
New York
$61M +$1.78M +8,830 +3%
MIM
834
Morningstar Investment Management
Illinois
$60.8M +$13M +64,177 +28%
BFG
835
Bouchey Financial Group
New York
$60.8M +$1.17M +5,807 +2%
OPCM
836
Osborne Partners Capital Management
California
$60.6M -$964K -4,771 -2%
MSR
837
Main Street Research
Connecticut
$60.4M -$16M -79,167 -21%
KB
838
Kimelman & Baird
New York
$60.3M -$639K -3,163 -1%
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$60.3M +$1.17M +5,818 +2%
GCM
840
GuideStone Capital Management
Texas
$60.2M – – –
SCA
841
Stonebridge Capital Advisors
Minnesota
$59.8M -$536K -2,654 -0.9%
SIA
842
Soltis Investment Advisors
Utah
$59.8M +$8.61M +42,652 +17%
PIM
843
Penobscot Investment Management
Massachusetts
$59.7M -$670K -3,318 -1%
GAI
844
General American Investors
New York
$59.7M – – –
RFA
845
Rollins Financial Advisors
New York
$59.7M -$5.52M -27,323 -9%
RC
846
Roundview Capital
New Jersey
$59.5M -$1.16M -5,744 -2%
CWP
847
CFM Wealth Partners
Texas
$59.5M -$903K -4,472 -2%
TFS
848
Thoroughbred Financial Services
Tennessee
$59.2M -$17.6M -87,394 -23%
CIM
849
Corda Investment Management
Texas
$59M +$19.8M +97,885 +52%
KFP
850
KMG Fiduciary Partners
Ohio
$58.9M +$1.5M +7,437 +3%
32 33
34
35 36