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Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1401
Bell Rock Capital
Delaware
$972K +$95.6K +935 +11%
CPO
1402
Cerity Partners OCIO
New York
$967K -$5.83K -57 -0.6%
HCM
1403
Howland Capital Management
Massachusetts
$965K -$7.36K -72 -0.8%
MFW
1404
Meristem Family Wealth
Minnesota
$964K -$10.2K -100 -1%
SWM
1405
Stockman Wealth Management
Montana
$964K -$8.18K -80 -0.9%
DTL
1406
Dynamic Technology Lab
Singapore
$962K -$390K -3,817 -29%
KJWM
1407
Kiley Juergens Wealth Management
Washington
$957K +$122K +1,193 +15%
FM
1408
Foster & Motley
Ohio
$954K -$32.1K -314 -3%
OC
1409
Oakworth Capital
Alabama
$954K – – –
SCA
1410
Sippican Capital Advisors
Massachusetts
$950K -$30.2K -295 -3%
NHC
1411
Nicholas Hoffman & Company
Georgia
$944K – – –
MBT
1412
Montecito Bank & Trust
California
$941K -$57.1K -558 -6%
GCM
1413
Gables Capital Management
Florida
$939K +$16.4K +160 +2%
BCA
1414
Benchmark Capital Advisors
New York
$938K +$30.7K +300 +3%
GBT
1415
Grove Bank & Trust
Florida
$937K -$63.5K -621 -6%
SPC
1416
Stewart & Patten Company
California
$937K – – –
EM
1417
Excalibur Management
Massachusetts
$934K -$2.56K -25 -0.3%
BOH
1418
Bank of Hawaii
Hawaii
$933K -$167K -1,631 -15%
GCMG
1419
Gyroscope Capital Management Group
Florida
$929K -$9.92K -97 -1%
TC
1420
Truvestments Capital
Florida
$928K +$905K +8,852 New
HI
1421
Handelsinvest Investeringsforvaltning
Denmark
$925K – – –
DAM
1422
Doheny Asset Management
California
$924K -$111K -1,090 -11%
SFG
1423
SevenBridge Financial Group
Pennsylvania
$922K – – –
CI
1424
CAZ Investments
Texas
$922K +$900K +8,800 New
MCM
1425
Mitchell Capital Management
Kansas
$920K +$462K +4,521 +106%
55 56
57
58 59