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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1126
Joel Isaacson & Co
New York
$57M +$5.87M +11,714 +11%
AP
1127
Appleton Partners
Massachusetts
$56.8M +$59.1K +118 +0.1%
LRPA
1128
L. Roy Papp & Associates
Arizona
$56.7M -$900K -1,795 -2%
AFCM
1129
Applied Finance Capital Management
Puerto Rico
$56.7M +$90.2K +180 +0.2%
SI
1130
Sora Investors
Pennsylvania
$56.7M +$24.4M +48,619 +71%
FHC
1131
First Horizon Corporation
Tennessee
$56.7M -$96.2K -192 -0.2%
JCM
1132
Jag Capital Management
Missouri
$56.5M -$1.03M -2,064 -2%
FFP
1133
FourThought Financial Partners
Florida
$56.5M +$960K +1,915 +2%
SWP
1134
Sagespring Wealth Partners
Tennessee
$56.3M +$915K +1,825 +2%
AA
1135
Auxano Advisors
Washington
$56.2M -$1.77M -3,531 -3%
FA
1136
Fiduciary Alliance
South Carolina
$56.2M -$1.5M -2,994 -3%
SAM
1137
Smartleaf Asset Management
Massachusetts
$55.9M +$8.58M +17,131 +18%
TTWM
1138
TCV Trust & Wealth Management
Virginia
$55.8M -$60.1K -120 -0.1%
IGGA
1139
Iron Gate Global Advisors
Utah
$55.7M -$323K -645 -0.6%
AMI
1140
Amica Mutual Insurance
Rhode Island
$55.7M – – –
VWM
1141
Venturi Wealth Management
Texas
$55.7M +$3.67M +7,332 +7%
TF
1142
Tompkins Financial
New York
$55.6M -$1.18M -2,360 -2%
AIM
1143
Adapt Investment Managers
Switzerland
$55.5M +$39.7M +79,225 +223%
JG
1144
Jain Global
New York
$55.1M +$30M +59,783 +110%
CAM
1145
Carret Asset Management
New York
$55.1M -$589K -1,176 -1%
MO
1146
McMillan Office
Michigan
$55.1M +$57.1M +113,863 New
SC
1147
Syon Capital
California
$55.1M +$3M +5,980 +6%
FCP
1148
Fidelis Capital Partners
Florida
$55M +$2.5M +4,996 +5%
VIP
1149
Vantage Investment Partners
Missouri
$55M -$495K -987 -0.9%
FDCP
1150
Foster Dykema Cabot & Partners
Massachusetts
$54.9M +$292K +582 +0.5%
44 45
46
47 48