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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
901
Academy Capital Management
Texas
$70.1M -$2.69M -10,342 -4%
ST
902
Smithfield Trust
Pennsylvania
$70.1M +$1.02M +3,910 +1%
CWP
903
CFM Wealth Partners
Texas
$69.9M -$630K -2,421 -0.9%
SVWAG
904
Sound View Wealth Advisors Group
Georgia
$69.7M -$1.3M -4,978 -2%
FB
905
Fulton Bank
Pennsylvania
$69.6M -$507K -1,949 -0.7%
FHC
906
First Horizon Corporation
Tennessee
$69.4M +$6.41M +24,637 +10%
SAM
907
Shikiar Asset Management
New York
$69.2M -$285K -1,095 -0.4%
PCG
908
Prosperity Consulting Group
Maryland
$69M +$718K +2,758 +1%
AL
909
Aspiriant LLC
California
$68.9M -$3M -11,546 -4%
FSA
910
Fort Sheridan Advisors
Illinois
$68.9M +$2.17M +8,350 +3%
MIM
911
Marco Investment Management
Georgia
$68.9M +$625K +2,400 +0.9%
LIA
912
LS Investment Advisors
Michigan
$68.9M -$4.14M -15,891 -6%
NAAA
913
New Age Alpha Advisors
New York
$68.8M -$2.08M -8,008 -3%
NB
914
NBT Bank
New York
$68.7M +$1.68M +6,444 +2%
KA
915
Klingman & Associates
New York
$68.5M -$565K -2,170 -0.8%
AAM
916
AR Asset Management
California
$68.2M +$5.11M +19,649 +8%
BST
917
Bath Savings Trust
Maine
$68.1M -$1.6M -6,135 -2%
BFG
918
Bouchey Financial Group
New York
$68M +$64.8K +249 +0.1%
RCM
919
RB Capital Management
Nevada
$67.9M -$615K -2,363 -0.9%
SIA
920
Soltis Investment Advisors
Utah
$67.9M +$2.52M +9,673 +4%
EAM
921
Evanson Asset Management
California
$67.7M +$412K +1,584 +0.6%
PCA
922
Private Capital Advisors
Connecticut
$67.7M +$313K +1,201 +0.5%
SPS
923
Susquehanna Portfolio Strategies
Pennsylvania
$67.7M – – –
GAI
924
General American Investors
New York
$67.4M -$2.6M -10,000 -4%
LI
925
LMCG Investments
Massachusetts
$67.1M +$2.83M +10,873 +4%
35 36
37
38 39