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Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1001
Matrix Asset Advisors
New York
$70.7M -$413K -950 -0.7%
HIP
1002
HUB Investment Partners
Texas
$70.7M +$1.38M +3,186 +2%
HTHT
1003
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M -$20.8K -48 -0%
VSQM
1004
V-Square Quantitative Management
Illinois
$70.3M -$351K -808 -0.6%
GCC
1005
Guardian Capital (Canada)
Ontario, Canada
$70.1M +$1.29M +2,959 +2%
CUAMC
1006
China Universal Asset Management Company
China
$70.1M -$10M -23,093 -14%
DAS
1007
Diversify Advisory Services
Utah
$70.1M +$21M +48,330 +58%
BFIM
1008
Beese Fulmer Investment Management
Ohio
$69.9M +$2.67M +6,143 +5%
SW
1009
SteelPeak Wealth
California
$69.8M -$12.4M -28,603 -17%
BFO
1010
Boston Family Office
Massachusetts
$69.7M +$733K +1,689 +1%
AWS
1011
Atria Wealth Solutions
New York
$69.6M -$79.4M -182,741 -57%
AFG
1012
Albion Financial Group
Utah
$69.2M +$315K +726 +0.5%
RC
1013
Roundview Capital
New Jersey
$69M +$308K +709 +0.5%
CB
1014
Cadence Bank
Mississippi
$69M +$1.05M +2,413 +2%
OPCM
1015
Osborne Partners Capital Management
California
$68.8M -$1.71M -3,931 -3%
BAM
1016
Bellevue Asset Management
Washington
$68.7M -$622K -1,433 -1%
LCS
1017
Levin Capital Strategies
New York
$68.7M +$216K +497 +0.4%
CPH
1018
C Partners Holding
Switzerland
$68.6M +$8.28M +19,063 +16%
PAG
1019
Private Advisory Group
Washington
$68.2M +$555K +1,277 +0.9%
FAT
1020
First American Trust
California
$67.8M +$9.12K +21 +0%
MA
1021
Montag & Associates
Georgia
$67.8M -$3.38M -7,787 -5%
NCM
1022
Nellore Capital Management
California
$67.7M -$6.51M -15,000 -10%
ECM
1023
Everence Capital Management
Indiana
$67.6M – – –
TBBL
1024
True Blue (BVI) Ltd
$67.5M – – –
SPC
1025
Sigma Planning Corp
Michigan
$67.4M -$7.06M -16,246 -11%
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