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Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
826
Means Investment Company
Maine
$77.3M -$3.77M -16,694 -5%
BFA
827
Bragg Financial Advisors
North Carolina
$77.2M +$669K +2,962 +1%
FAT
828
First American Trust
California
$76.8M +$4.29M +18,969 +7%
SWM
829
SeaCrest Wealth Management
New York
$76.8M -$4.68M -20,714 -7%
AIM
830
Allen Investment Management
New York
$76.8M +$375K +1,659 +0.6%
AG
831
AlTi Global
New York
$76.8M +$2.08M +9,217 +3%
FFA
832
First Foundation Advisors
California
$76.7M -$2.71M -11,989 -4%
IGGA
833
Iron Gate Global Advisors
Utah
$76.7M -$2.19M -9,705 -3%
MA
834
Montag & Associates
Georgia
$76.4M +$625K +2,767 +0.9%
LIA
835
LS Investment Advisors
Michigan
$76.3M -$3.6M -15,957 -5%
EAM
836
Evanson Asset Management
California
$75.9M -$9.47M -41,906 -12%
CPIG
837
Chicago Partners Investment Group
Illinois
$75.9M +$3.69M +16,352 +6%
PIM
838
Penobscot Investment Management
Massachusetts
$75.6M +$1.33M +5,880 +2%
BG
839
BDF Gestion
France
$75.5M -$10.8M -47,898 -14%
AG
840
AIA Group
Hong Kong
$75.5M +$29.8M +131,738 +80%
JF
841
Jump Financial
Illinois
$75.4M -$21M -92,921 -24%
BFG
842
Bouchey Financial Group
New York
$75.3M -$99.6K -441 -0.1%
ACM
843
Aljian Capital Management
Nevada
$75.2M -$815K -3,608 -1%
BFO
844
Boston Family Office
Massachusetts
$75.1M -$713K -3,155 -1%
PCA
845
Private Capital Advisors
Connecticut
$74.9M +$4.28M +18,932 +7%
OPCM
846
Osborne Partners Capital Management
California
$74.9M -$230K -1,019 -0.3%
WTA
847
Washington Trust Advisors
Massachusetts
$74.9M -$1.51M -6,683 -2%
BIAS
848
Beacon Investment Advisory Services
New Jersey
$74.8M -$1.14M -5,029 -2%
GCM
849
GuideStone Capital Management
Texas
$74.8M – – –
AL
850
Aspiriant LLC
California
$74.6M -$1.68M -7,420 -2%
32 33
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