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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
551
Foundations Investment Advisors
Arizona
$14.3M +$2.18M +13,521 +19%
CA
552
Cornerstone Advisors
North Carolina
$14.3M +$1.95M +12,100 +17%
TCOV
553
Trust Company of Vermont
Vermont
$14.3M +$1.16M +7,170 +9%
CAC
554
Core Alternative Capital
Georgia
$14.3M -$759K -4,700 -5%
TW
555
Transform Wealth
Colorado
$14.2M -$3.89M -24,056 -22%
AWM
556
Axxcess Wealth Management
California
$14.2M +$4.27M +26,413 +46%
EDRH
557
Edmond de Rothschild Holding
Switzerland
$14.1M +$2.08M +12,863 +18%
FBB
558
Fulton Breakefield Broenniman
Maryland
$14.1M +$478K +2,960 +4%
CA
559
CSM Advisors
Pennsylvania
$14.1M -$252K -1,560 -2%
FAB
560
First American Bank
Illinois
$14.1M +$969 +6 +0%
MCM
561
Mengis Capital Management
Oregon
$14M +$6.78K +42 +0.1%
DWP
562
Daymark Wealth Partners
Ohio
$14M +$19.4M +120,185 +200%
SC
563
Savant Capital
Illinois
$14M +$473K +2,927 +4%
KC
564
Kadensa Capital
Hong Kong
$14M +$13.4M +82,765 New
IC
565
IEQ Capital
California
$13.9M +$652K +4,035 +5%
GAI
566
General American Investors
New York
$13.8M – – –
CII
567
Capital International Inc
California
$13.8M -$625K -3,871 -5%
IGAM
568
iA Global Asset Management
Quebec, Canada
$13.8M -$1.19M -7,380 -8%
NIP
569
Nicholas Investment Partners
California
$13.7M – – –
SC
570
SouthState Corp
Florida
$13.7M +$98K +607 +0.8%
JFL
571
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.7M -$619K -3,832 -5%
TCM
572
Telos Capital Management
California
$13.7M +$587K +3,634 +5%
CAM
573
Carret Asset Management
New York
$13.6M +$10.5K +65 +0.1%
GFS
574
GYL Financial Synergies
Connecticut
$13.5M -$571K -3,537 -4%
SCA
575
Stonebridge Capital Advisors
Minnesota
$13.5M +$313K +1,939 +2%
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