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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
701
CFM Wealth Partners
Texas
$52.7M +$351K +4,840 +0.8%
FT
702
Fiduciary Trust
Massachusetts
$52.7M -$3.28M -45,190 -7%
SNB
703
Security National Bank
Nebraska
$52.6M -$5.28M -72,790 -11%
SW
704
SteelPeak Wealth
California
$52.6M +$1.01M +13,870 +2%
LIM
705
Lingotto Investment Management
United Kingdom
$52.3M +$5.44M +75,000 +15%
BWA
706
Bordeaux Wealth Advisors
California
$52.2M +$22.7M +313,750 +119%
FLII
707
First Long Island Investors
New York
$52.1M -$8.72M -120,310 -17%
CI
708
Capital International
California
$52M -$7.75M -106,990 -16%
SSWM
709
Smith Salley Wealth Management
North Carolina
$52M -$11.5M -159,290 -22%
CCM
710
Coldstream Capital Management
Washington
$51.9M +$388K +5,360 +0.9%
SEM
711
Suncoast Equity Management
Florida
$51.8M +$1.32M +18,170 +3%
TI
712
Trexquant Investment
Connecticut
$51.6M -$24.4M -336,560 -37%
S
713
SignatureFD
Georgia
$51.4M +$765K +10,550 +2%
SMFG
714
Sumitomo Mitsui Financial Group
Japan
$51.1M -$6.04M -83,320 -13%
IPW
715
IronBridge Private Wealth
Texas
$50.8M -$4.13M -56,950 -9%
GIM
716
Generate Investment Management
New Zealand
$50.6M -$16.6M -229,580 -29%
DT
717
Diversified Trust
Tennessee
$50.5M +$5.97M +82,310 +17%
CT
718
Coastline Trust
Rhode Island
$50.4M -$2.81M -38,760 -6%
GI
719
Gradient Investments
Minnesota
$50.4M -$162K -2,240 -0.4%
YRHAM
720
Yong Rong (HK) Asset Management
Hong Kong
$50.3M +$40.4M +556,950 New
HTHT
721
Hemenway Trust Hemenway Trust
New Hampshire
$49.9M -$1.99M -27,510 -5%
DWM
722
Dakota Wealth Management
Florida
$49.9M +$4.2M +57,910 +12%
OCM
723
Oribel Capital Management
New York
$49.9M +$23.8M +329,000 +148%
LAM
724
Lynch Asset Management
Pennsylvania
$49.6M -$689K -9,500 -2%
SG
725
Sienna Gestion
France
$49.5M +$39.7M +547,480 New
27 28
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