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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1076
Avity Investment Management
Connecticut
$47.5M -$513K -1,258 -1%
IWM
1077
IHT Wealth Management
Illinois
$47.4M +$2.16M +5,288 +4%
BWFA
1078
Baltimore-Washington Financial Advisors
Maryland
$47.4M +$787K +1,931 +2%
BOH
1079
Bank of Hawaii
Hawaii
$47.4M -$1.5M -3,671 -3%
PIA
1080
Petredis Investment Advisors
Pennsylvania
$47.1M +$619K +1,519 +1%
CCA
1081
Cobblestone Capital Advisors
New York
$46.8M +$143K +350 +0.3%
CA
1082
Callahan Advisors
Texas
$46.8M +$688K +1,688 +1%
RSWM
1083
Robertson Stephens Wealth Management
California
$46.8M -$1.01M -2,474 -2%
TPCW
1084
TD Private Client Wealth
New York
$46.8M +$2.41M +5,911 +5%
KB
1085
Kimelman & Baird
New York
$46.7M +$103K +253 +0.2%
GI
1086
GAMMA Investing
California
$46.7M +$3.58M +8,781 +8%
PAI
1087
Pittenger & Anderson Inc
Nebraska
$46.5M -$177K -434 -0.3%
RIA
1088
RPG Investment Advisory
California
$46.5M +$25.4M +62,416 +101%
AI
1089
Ariel Investments
Illinois
$46.5M -$1.63M -4,009 -3%
PI
1090
PFG Investments
New York
$46.5M -$805K -1,975 -2%
BC
1091
Burney Company
Virginia
$46.5M -$1.95M -4,783 -4%
FCMC
1092
Founders Capital Management (Connecticut)
Connecticut
$46.3M -$192K -471 -0.4%
CW
1093
CreativeOne Wealth
Kansas
$46.1M +$2.92M +7,157 +6%
CFO
1094
Callan Family Office
Pennsylvania
$45.9M -$20M -48,954 -29%
AP
1095
Appleton Partners
Massachusetts
$45.9M +$1.1M +2,702 +2%
LF
1096
Longbow Finance
Switzerland
$45.8M -$12.8M -31,404 -20%
GHA
1097
GW Henssler & Associates
Georgia
$45.6M +$2.82M +6,922 +6%
TF
1098
Tompkins Financial
New York
$45.5M +$108K +266 +0.2%
AMI
1099
Amica Mutual Insurance
Rhode Island
$45.5M -$3.7M -9,071 -7%
CCM
1100
Coerente Capital Management
Ontario, Canada
$45.4M +$459K +1,127 +0.9%
42 43
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