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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
701
Axiom Investors
Connecticut
$27.5M -$49M -152,458 -63%
FFA
702
Farther Finance Advisors
California
$27.5M +$3.07M +9,532 +12%
AP
703
Americana Partners
Texas
$27.3M +$3.33M +10,356 +13%
CA
704
Clearstead Advisors
Ohio
$27.3M +$7.95M +24,718 +38%
MCM
705
Makena Capital Management
California
$27.2M +$3.1M +9,637 +12%
CCM
706
Coerente Capital Management
Ontario, Canada
$26.9M +$4.44M +13,813 +18%
FIA
707
Foundations Investment Advisors
Arizona
$26.8M +$1.32M +4,103 +5%
MFIM
708
Mesirow Financial Investment Management
Illinois
$26.6M +$3.07M +9,545 +12%
VAS
709
Vestmark Advisory Solutions
Massachusetts
$26.5M +$5.06M +15,749 +22%
ZAM
710
Zevin Asset Management
Massachusetts
$26.5M -$276K -859 -1%
AMPWP
711
Alvarez & Marsal Private Wealth Partners
Florida
$26.5M -$403K -1,252 -1%
CI
712
CX Institutional
Indiana
$26.5M +$6.2M +19,283 +28%
DIA
713
Davidson Investment Advisors
Montana
$26.4M -$1.01M -3,127 -3%
KCL
714
KR Capital LP
New York
$26.3M +$28M +87,144 New
VT
715
Vise Technologies
New York
$26.2M – – –
ORI
716
Oak Ridge Investments
Illinois
$26.2M -$542K -1,685 -2%
LSERS
717
Louisiana State Employees Retirement System
Louisiana
$25.9M -$161K -500 -0.6%
PA
718
Parallel Advisors
California
$25.9M +$57.6K +179 +0.2%
TAM
719
Trillium Asset Management
Massachusetts
$25.8M +$11.8M +36,591 +43%
DA
720
Dash Acquisitions
California
$25.8M +$646K +2,009 +3%
GIM
721
Generate Investment Management
New Zealand
$25.7M -$13.4M -41,697 -33%
RCYC
722
Richard C. Young & Co
Rhode Island
$25.6M +$224K +697 +0.8%
MSRPS
723
Maryland State Retirement & Pension System
Maryland
$25.6M +$161K +500 +0.6%
CP
724
Cumberland Partners
Ontario, Canada
$25.6M -$18.4M -57,229 -40%
MWM
725
Moran Wealth Management
Florida
$25.6M +$6.97M +21,672 +34%
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