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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
926
First Horizon Corporation
Tennessee
$74.6M -$4.44M -15,511 -6%
BFG
927
Bouchey Financial Group
New York
$74.5M -$984K -3,439 -1%
BRA
928
Bender Robert & Associates
California
$74.4M -$1.43M -4,985 -2%
BAM
929
Belpointe Asset Management
Nevada
$74.4M -$451K -1,577 -0.6%
NB
930
NBT Bank
New York
$74.2M -$4.09M -14,284 -5%
MWM
931
Mindset Wealth Management
Indiana
$74.2M +$10.3M +36,000 +16%
FM
932
Foster & Motley
Ohio
$74M +$2.75M +9,631 +4%
FFM
933
Forum Financial Management
Illinois
$73.9M -$490K -1,712 -0.7%
BFA
934
Beaumont Financial Advisors
Massachusetts
$73.8M -$498K -1,742 -0.7%
PCM
935
Palisade Capital Management
New Jersey
$73.6M +$2.62M +9,143 +4%
SIA
936
Soltis Investment Advisors
Utah
$73.6M -$3.76M -13,154 -5%
WDA
937
Wendell David Associates
New Hampshire
$73.5M +$516K +1,805 +0.7%
HTHT
938
Hemenway Trust Hemenway Trust
New Hampshire
$73.5M -$307K -1,072 -0.4%
CWS
939
Confluence Wealth Services
Pennsylvania
$73.5M +$24.9M +87,100 +52%
PTC
940
Philadelphia Trust Company
Pennsylvania
$73.5M -$478K -1,670 -0.7%
PVI
941
Pine Valley Investments
New Jersey
$73.4M -$1.3M -4,543 -2%
AAM
942
AR Asset Management
California
$73.3M -$4.38M -15,330 -6%
CSUI
943
Cincinnati Specialty Underwriters Insurance
Ohio
$73.2M – – –
TCOT
944
Trust Company of Toledo
Ohio
$73M -$690K -2,413 -0.9%
AP
945
Archon Partners
New Jersey
$72.9M – – –
WGAM
946
Wilkinson Global Asset Management
New York
$72.7M -$20.9M -73,173 -23%
DA
947
Dillon & Associates
Michigan
$72.6M -$398K -1,393 -0.6%
CFM
948
Catalyst Funds Management
Australia
$72.5M +$51.4M +179,593 +253%
SWP
949
Sagespring Wealth Partners
Tennessee
$72.3M +$3.55M +12,394 +5%
NMO
950
Newlands Management Operations
Texas
$72M – – –
36 37
38
39 40