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Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1951
Eagle Ridge Investment Management
Connecticut
$12M +$3.8M +25,783 +55%
NCM
1952
New Capital Management
Texas
$12M -$98.7K -669 -0.9%
TIM
1953
Tortoise Investment Management
New York
$12M -$728K -4,931 -6%
BDA
1954
Borer Denton & Associates
Pennsylvania
$12M +$425K +2,880 +4%
FA
1955
Fermata Advisors
California
$12M -$247K -1,672 -2%
TGCMU
1956
Titan Global Capital Management USA
New York
$12M -$289K -1,962 -3%
MCM
1957
Monarch Capital Management
Indiana
$12M -$160K -1,081 -1%
BC
1958
Brookfield Corp
Ontario, Canada
$12M +$10.7M +72,771 New
CCM
1959
Compton Capital Management
Rhode Island
$12M -$19.2M -130,309 -64%
BC
1960
Brio Consultants
California
$12M +$338K +2,294 +3%
CTFG
1961
Capstone Triton Financial Group
Oklahoma
$12M -$785K -5,321 -7%
FRA
1962
Frank Rimerman Advisors
California
$12M – – –
LCM
1963
Legato Capital Management
California
$12M -$957K -6,483 -8%
BCG
1964
Breakwater Capital Group
New Jersey
$12M +$274K +1,859 +3%
CCT
1965
Chemung Canal Trust
New York
$11.9M +$3.02M +20,479 +39%
WA
1966
WBH Advisory
Maryland
$11.9M +$10.7M +72,304 New
CQS
1967
Credential Qtrade Securities
$11.9M +$452K +3,062 +4%
REMPR
1968
Roof Eidam Maycock Peralta (REMP)
California
$11.9M -$60.6K -411 -0.6%
AIP
1969
Alapocas Investment Partners
Massachusetts
$11.9M -$151K -1,022 -1%
EWM
1970
Evermay Wealth Management
Virginia
$11.9M -$44.7K -303 -0.4%
TCPG
1971
Trivant Custom Portfolio Group
California
$11.9M +$10.6M +72,068 New
PFWA
1972
Paces Ferry Wealth Advisors
Georgia
$11.9M -$85.6K -580 -0.8%
LF
1973
Lee Financial
Texas
$11.9M -$6.43M -43,559 -38%
MFC
1974
Mechanics Financial Corp
Ohio
$11.9M -$59K -400 -0.6%
FAG
1975
Fortitude Advisory Group
Washington
$11.9M +$107K +723 +1%
77 78
79
80 81