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Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1301
Pictet North America Advisors
Switzerland
$44.5M +$545K +1,068 +1%
IPAM
1302
ICICI Prudential Asset Management
India
$44.5M +$4.35M +8,537 +11%
WAM
1303
Wallington Asset Management
Indiana
$44.5M +$266K +522 +0.6%
CS
1304
CapitalatWork SA
$44.5M +$1.95M +3,814 +5%
LA
1305
Lakeside Advisors
Washington
$44.4M -$325K -638 -0.7%
DA
1306
Dash Acquisitions
California
$44.4M +$417K +817 +1%
IIC
1307
Ironwood Investment Counsel
Arizona
$44.4M -$2.37M -4,654 -5%
TAM
1308
Trust Asset Management
Texas
$44.3M – – –
CSS
1309
Cubist Systematic Strategies
Connecticut
$44.3M +$27.7M +54,270 +174%
SWIG
1310
Strategic Wealth Investment Group
Kentucky
$44.2M +$40.8M +80,048 +1,487%
FNT
1311
First Nebraska Trust
Nebraska
$44.2M -$51K -100 -0.1%
IAN
1312
Integrated Advisors Network
Texas
$44.2M +$2.67M +5,243 +7%
TCWA
1313
Turtle Creek Wealth Advisors
Texas
$44.2M +$11.9M +23,298 +38%
CNBT
1314
Canandaigua National Bank & Trust
New York
$44.2M -$885K -1,735 -2%
OMC
1315
Overbrook Management Corp
New York
$44.1M -$767K -1,503 -2%
PWMAG
1316
Pinnacle Wealth Management Advisory Group
New Jersey
$43.7M +$172K +338 +0.4%
BAM
1317
Belpointe Asset Management
Nevada
$43.5M -$1.42M -2,788 -3%
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$43.5M +$540K +1,058 +1%
TCA
1319
Transcend Capital Advisors
New Jersey
$43.4M +$1.47M +2,877 +4%
AG
1320
AlTi Global
New York
$43.4M -$155K -303 -0.4%
HVIA
1321
Hudson Valley Investment Advisors
New York
$43.3M -$1.13M -2,213 -3%
SIG
1322
Sky Investment Group
Connecticut
$43.2M -$1.15M -2,256 -3%
MC
1323
Mirabaud & Cie
Switzerland
$43.1M -$1.18M -2,310 -3%
BONST
1324
Bank of Nova Scotia Trust
Ontario, Canada
$43.1M -$414K -812 -1%
VPI
1325
Value Partners Investments
Manitoba, Canada
$43.1M +$254K +497 +0.6%
51 52
53
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