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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1401
Crawford Investment Counsel
Georgia
$374K +$49.8K +541 +17%
MIC
1402
Meridian Investment Counsel
California
$372K – – –
BWG
1403
Beta Wealth Group
California
$370K +$340K +3,700 New
BW
1404
Bison Wealth
Georgia
$369K +$7.36K +80 +2%
ARMT
1405
Amica Retiree Medical Trust
Rhode Island
$368K – – –
BCB
1406
Brian C. Broderick
$367K -$38.2K -415 -10%
PAM
1407
Private Asset Management
California
$367K – – –
DLA
1408
Douglas Lane & Associates
New York
$367K +$18.4K +200 +6%
BCM
1409
Bluefin Capital Management
New York
$365K -$1.15M -12,450 -77%
DSC
1410
Duncker Streett & Co
Missouri
$365K -$71.3K -775 -18%
FMB
1411
Field & Main Bank
Kentucky
$365K -$14.7K -160 -4%
MHIC
1412
Marble Harbor Investment Counsel
Massachusetts
$365K – – –
SSWM
1413
Sheets Smith Wealth Management
North Carolina
$365K – – –
BSB
1414
Bangor Savings Bank
Maine
$363K -$33.7K -366 -9%
CIP
1415
Convergence Investment Partners
Florida
$363K -$2.76K -30 -0.8%
FFA
1416
First Foundation Advisors
California
$362K -$45.9K -499 -12%
1IA
1417
1834 Investment Advisors
Wisconsin
$362K – – –
RPCONE
1418
Retirement Planning Company of New England
Rhode Island
$361K -$11.5K -125 -3%
TCB
1419
Texas Capital Bancshares
Texas
$361K -$9.84K -107 -3%
LWM
1420
Laidlaw Wealth Management
New York
$361K +$332K +3,614 New
CRWM
1421
Castle Rock Wealth Management
California
$360K +$276 +3 +0.1%
RIA
1422
Realta Investment Advisors
Delaware
$359K +$27.7K +301 +9%
VFA
1423
Voya Financial Advisors
Connecticut
$358K +$3.96K +43 +1%
SCA
1424
STALEY CAPITAL ADVISERS
Pennsylvania
$357K – – –
PIM
1425
Penobscot Investment Management
Massachusetts
$357K +$329K +3,572 New
55 56
57
58 59