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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1251
Wealthspire Advisors (New York)
New York
$2.25M -$244K -2,418 -10%
BFM
1252
Boston Financial Management
Massachusetts
$2.25M +$12K +119 +0.5%
BFA
1253
BBJS Financial Advisors
Washington
$2.25M +$365K +3,620 +19%
PFS
1254
Physicians Financial Services
North Carolina
$2.25M +$35.3K +350 +2%
SSW
1255
Stone Summit Wealth
Florida
$2.25M +$504 +5 +0%
DWA
1256
Douglass Winthrop Advisors
New York
$2.25M -$399K -3,960 -15%
CPC
1257
Congress Park Capital
New York
$2.24M +$242K +2,400 +12%
TW
1258
TrinityPoint Wealth
Connecticut
$2.24M +$344K +3,408 +18%
CIA
1259
Cladis Investment Advisory
Montana
$2.24M +$242K +2,400 +12%
CCS
1260
Concentric Capital Strategies
Connecticut
$2.24M +$2.25M +22,328 New
PT
1261
Plimoth Trust
Massachusetts
$2.23M -$52.4K -520 -2%
FA
1262
FDx Advisors
Illinois
$2.23M – – –
FFG
1263
Frisch Financial Group
New York
$2.23M +$141K +1,396 +7%
DR
1264
Davis Rea
Ontario, Canada
$2.22M -$2.21M -21,877 -50%
FMAEN1
1265
Fund Management at Engine No 1
California
$2.22M +$210K +2,086 +10%
CI
1266
Cigna Investments
Connecticut
$2.22M -$46.6K -462 -2%
OCM
1267
One Capital Management
California
$2.22M +$72.8K +722 +3%
RP
1268
Rowlandmiller & Partners
Georgia
$2.21M +$124K +1,232 +6%
LT
1269
Legacy Trust
Michigan
$2.2M +$226K +2,237 +11%
VFM
1270
Viking Fund Management
North Dakota
$2.2M – – –
KC
1271
Knuff & Co
California
$2.2M +$26.9K +267 +1%
GP
1272
Greenline Partners
New York
$2.19M -$27.6K -274 -1%
FCBT
1273
First Citizens Bank & Trust
North Carolina
$2.19M +$544K +5,392 +33%
HIM
1274
Harbour Investment Management
Washington
$2.18M – – –
MG
1275
Marex Group
$2.18M -$3.7M -36,743 -63%
49 50
51
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