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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
901
Cape Cod Five Cents Savings Bank
Massachusetts
$602K -$5.57K -100 -1%
OPWM
902
Oakwell Private Wealth Management
Texas
$600K +$14.1K +253 +3%
HIIFS
903
Harel Insurance Investments & Financial Services
Israel
$598K +$168K +3,010 New
AIM
904
Artemis Investment Management
United Kingdom
$598K +$546K +9,805 New
FCH
905
Freestone Capital Holdings
Washington
$597K -$15.7K -282 -3%
PMA
906
Prudent Man Advisors
Illinois
$596K +$19.5K +350 +4%
AIA
907
Armor Investment Advisors
North Carolina
$594K -$4.4K -79 -0.8%
GJIC
908
Gamble Jones Investment Counsel
California
$594K – – –
AIA
909
Affinity Investment Advisors
California
$593K -$1.14M -20,391 -68%
AC
910
Abbrea Capital
California
$589K +$37.6K +675 +8%
BB
911
Busey Bank
Illinois
$586K +$122K +2,186 +29%
KIC
912
Keating Investment Counselors
Florida
$584K -$2.23K -40 -0.4%
GT
913
Greenleaf Trust
Michigan
$584K +$34.2K +614 +7%
CT
914
Cambridge Trust
Massachusetts
$581K – – –
CGL
915
Clarius Group LLC
Washington
$581K +$34.8K +625 +7%
LWM
916
Loveless Wealth Management
Montana
$579K +$26.6K +477 +5%
QI
917
Qtron Investments
Massachusetts
$576K -$705K -12,645 -57%
GWCM
918
Godshalk Welsh Capital Management
Pennsylvania
$575K -$34.8K -625 -6%
CF
919
Copperwynd Financial
Arizona
$575K +$4.79K +86 +0.9%
MAFM
920
Mid Atlantic Financial Management
Pennsylvania
$575K +$27.2K +488 +5%
ESB
921
Essex Savings Bank
Connecticut
$575K +$138K +2,468 +31%
CCMD
922
Cypress Capital Management (Delaware)
Delaware
$574K – – –
WJWM
923
Williams Jones Wealth Management
New York
$574K +$75.8K +1,360 +17%
BOPW
924
Brandywine Oak Private Wealth
Pennsylvania
$569K +$50.2K +900 +11%
AWS
925
AJ Wealth Strategies
New York
$566K – – –
35 36
37
38 39