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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
876
J.M. Forbes & Co
Massachusetts
$76.4M +$620K +3,557 +0.9%
IGGA
877
Iron Gate Global Advisors
Utah
$76.2M -$17.9M -102,954 -20%
TAS
878
TIFF Advisory Services
Pennsylvania
$75.9M – – –
Stock Yards Bank & Trust
879
Stock Yards Bank & Trust
Kentucky
$75.8M +$1.22M +6,980 +2%
Focus Partners Advisor Solutions
880
Focus Partners Advisor Solutions
Missouri
$75.8M +$6.14M +35,242 +10%
CF
881
Cypress Funds
California
$75.8M -$12M -68,776 -14%
Cannell & Spears
882
Cannell & Spears
New York
$75.4M +$1.74M +9,989 +3%
HTHT
883
Hemenway Trust Hemenway Trust
New Hampshire
$75M -$6.38M -36,609 -8%
Johnson Investment Counsel
884
Johnson Investment Counsel
Ohio
$74.9M +$2.32M +13,282 +3%
CBT
885
Central Bank & Trust
Kentucky
$74.4M -$5.11M -29,295 -7%
Alberta Investment Management Corp (AIMCo)
886
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$73.4M +$7.77M +44,576 +13%
UAS
887
United Asset Strategies
New York
$73.3M +$5.34M +30,614 +8%
FFM
888
Fisher Funds Management
New Zealand
$73.2M -$8.07M -46,271 -11%
JIP
889
Jaffetilchin Investment Partners
Florida
$72.5M -$4.59M -26,334 -6%
SIA
890
Soltis Investment Advisors
Utah
$72.5M +$1.8M +10,326 +3%
VC
891
Vestor Capital
Illinois
$72.5M +$67.4M +386,676 +18,626%
JCM
892
Jag Capital Management
Missouri
$72.5M -$3.6M -20,659 -5%
COLIM
893
City of London Investment Management
United Kingdom
$72.5M +$27.3M +156,467 +67%
Principal Securities
894
Principal Securities
Iowa
$72.4M +$4.01M +23,022 +6%
CP
895
Cumberland Partners
Ontario, Canada
$72.4M -$300K -1,720 -0.4%
KCP
896
Kera Capital Partners
California
$72.4M +$3.76M +21,568 +6%
CISOA
897
Capital Investment Services of America
Wisconsin
$72.1M -$697K -3,999 -1%
OKSA
898
O'Keefe Stevens Advisory
New York
$71.9M -$17.1M -98,275 -20%
PCM
899
Princeton Capital Management
New Jersey
$71.7M -$5.08M -29,128 -7%
Belpointe Asset Management
900
Belpointe Asset Management
Nevada
$71.6M +$1.52M +8,741 +2%