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Name Holding Trade Value Shares
Change 		Change in
Stake
GAI
851
General American Investors
New York
$66.6M -$6.53M -35,000 -10%
MA
852
Montag & Associates
Georgia
$66.4M +$1.85M +9,947 +3%
PTC
853
Philadelphia Trust Company
Pennsylvania
$66.4M +$83.9K +450 +0.1%
IA
854
IFP Advisors
Florida
$66.3M +$5.39M +28,925 +10%
BFIM
855
Beese Fulmer Investment Management
Ohio
$66.2M -$108K -580 -0.2%
WTA
856
Washington Trust Advisors
Massachusetts
$66.2M -$2M -10,728 -3%
EDRH
857
Edmond de Rothschild Holding
Switzerland
$66.2M -$397K -2,128 -0.7%
DAS
858
Diversify Advisory Services
Utah
$66M +$2.04M +10,951 +4%
CCA
859
Cobblestone Capital Advisors
New York
$66M -$3.45M -18,525 -6%
KB
860
Kimelman & Baird
New York
$65.9M +$58.4M +312,959 New
GHA
861
GW Henssler & Associates
Georgia
$65.9M -$2.07M -11,101 -3%
CRC
862
Curi RMB Capital
Illinois
$65.7M -$3.93M -21,078 -6%
AG
863
AlTi Global
New York
$65.4M -$7.06M -37,866 -11%
TA
864
TRB Advisors
New York
$65.3M -$5.59M -30,000 -9%
PIM
865
Penobscot Investment Management
Massachusetts
$65M +$3.37M +18,056 +6%
QIM
866
Quest Investment Management
Oregon
$65M +$13.9M +74,304 +32%
RBA
867
Richard Bernstein Advisors
New York
$65M -$5.78M -30,993 -9%
SCA
868
Stonebridge Capital Advisors
Minnesota
$64.9M +$212K +1,138 +0.4%
CSUI
869
Cincinnati Specialty Underwriters Insurance
Ohio
$64.9M – – –
FFM
870
Forum Financial Management
Illinois
$64.8M -$559K -2,998 -1%
IGGA
871
Iron Gate Global Advisors
Utah
$64.7M +$1.22M +6,524 +2%
EFM
872
E Fund Management
China
$64.6M +$13.7M +73,629 +32%
AL
873
Aspiriant LLC
California
$64.5M -$2.67M -14,333 -4%
MAS
874
Meeder Advisory Services
Ohio
$64.5M +$12M +64,609 +27%
RCM
875
RB Capital Management
Nevada
$64.4M +$66.6K +357 +0.1%
33 34
35
36 37