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Name Holding Trade Value Shares
Change 		Change in
Stake
M
1001
MOTCO
Texas
$4.78M +$53K +293 +1%
BRCM
1002
Bright Rock Capital Management
Massachusetts
$4.78M +$1.09M +6,000 +26%
SIMM
1003
Stillwater Investment Management (Minnesota)
Minnesota
$4.77M -$333K -1,840 -6%
ET
1004
Equitable Trust
Tennessee
$4.76M -$11.9K -66 -0.2%
CBU
1005
CIBC Bank USA
Illinois
$4.76M -$814K -4,499 -13%
BFC
1006
Blue Fin Capital
Rhode Island
$4.75M +$182K +1,008 +4%
FI
1007
Fosun International
China
$4.75M +$3.47M +19,170 +214%
SIC
1008
Sigma Investment Counselors
Michigan
$4.75M +$127K +702 +2%
VBFG
1009
Vishria Bird Financial Group
Tennessee
$4.72M +$4.62M +25,497 +798%
MPM
1010
Meritage Portfolio Management
Kansas
$4.72M +$5.01M +27,648 +2,679%
BAM
1011
Belpointe Asset Management
Nevada
$4.71M +$1.99M +10,988 +62%
DR
1012
Davis Rea
Ontario, Canada
$4.7M +$39.5K +218 +0.8%
GAB
1013
German American Bancorp
Indiana
$4.66M +$38.4K +212 +0.8%
BPM
1014
Bowling Portfolio Management
Ohio
$4.64M -$122K -675 -2%
SWM
1015
SVA Wealth Management
Wisconsin
$4.64M +$124K +684 +2%
WIS
1016
Wright Investors Service
Connecticut
$4.64M -$543K -3,000 -10%
CPIM
1017
Columbia Partners Investment Management
Virginia
$4.63M +$1.09K +6 +0%
PCM
1018
Princeton Capital Management
New Jersey
$4.62M -$254K -1,402 -5%
FG
1019
Fiduciary Group
Georgia
$4.61M +$1.74M +9,633 +52%
CK
1020
Cohen Klingenstein
New York
$4.61M – – –
ICM
1021
Ionic Capital Management
New York
$4.61M +$4.29M +23,700 +551%
WB
1022
Webster Bank
Connecticut
$4.6M +$348K +1,921 +7%
SBWIC
1023
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.6M +$131K +726 +3%
CS
1024
Comerica Securities
Michigan
$4.59M +$50K +276 +1%
IFWM
1025
Institute for Wealth Management
Colorado
$4.58M +$2.9K +16 +0.1%
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