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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1101
Whitegate Investment Counselors
New Hampshire
$814K +$2.96K +50 +0.4%
NB
1102
Nicolet Bankshares
Wisconsin
$814K +$26.4K +446 +4%
JIR
1103
James Investment Research
Ohio
$812K +$446K +7,532 +141%
BCM
1104
Boltwood Capital Management
California
$810K +$48.9K +825 +7%
ABP
1105
Arthur B. Page
$809K -$20.7K -350 -3%
RWA
1106
Ropes Wealth Advisors
Massachusetts
$806K +$26.1K +440 +4%
CCM
1107
Cox Capital Management
Massachusetts
$804K +$358K +6,044 +90%
CA
1108
Clearstead Advisors
Ohio
$803K -$14.6K -246 -2%
ZCA
1109
Zeke Capital Advisors
Pennsylvania
$801K -$554K -9,347 -42%
WAM
1110
Wealthspire Advisors (Maryland)
Maryland
$794K -$95.2K -1,607 -11%
SBH
1111
Segall Bryant & Hamill
Illinois
$788K -$59.3K -1,000 -7%
CLOS
1112
Compagnie Lombard Odier SCmA
Switzerland
$788K +$356K +6,000 +92%
VAS
1113
Vestmark Advisory Solutions
Massachusetts
$781K -$97.7K -1,649 -12%
CC
1114
Cypress Capital
Tennessee
$780K +$61.5K +1,038 +9%
SCA
1115
Sippican Capital Advisors
Massachusetts
$778K +$281K +4,738 +62%
NCM
1116
Northside Capital Management
Oregon
$776K +$40.9K +690 +6%
LJAC
1117
L.J. Altfest & Co
New York
$776K +$464K +7,830 +175%
PL
1118
Perpetual Ltd
Australia
$769K -$83K -1,400 -10%
DP
1119
Dearborn Partners
Illinois
$765K -$114K -1,919 -14%
LSC
1120
Lesa Sroufe & Co
Washington
$763K -$14.8K -250 -2%
CCMD
1121
Cypress Capital Management (Delaware)
Delaware
$759K – – –
BAM
1122
Belpointe Asset Management
Nevada
$758K +$505K +8,515 +243%
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$757K – – –
WBC
1124
West Branch Capital
Massachusetts
$755K +$709K +11,970 New
HFBOT
1125
Home Federal Bank of Tennessee
Tennessee
$750K +$4.44K +75 +0.6%
43 44
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