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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2076
Perennial Investment Advisors
California
$13.9M +$1.31M +3,245 +10%
GBT
2077
Grove Bank & Trust
Florida
$13.9M +$958K +2,369 +7%
KA
2078
KLCM Advisors
Wisconsin
$13.9M +$2.26M +5,591 +18%
HCM
2079
Hall Capital Management
Rhode Island
$13.9M -$38.8K -96 -0.3%
WIS
2080
Wright Investors Service
Connecticut
$13.8M +$963K +2,380 +7%
AO
2081
Advisor OS
Illinois
$13.8M -$2.41M -5,968 -14%
BRM
2082
Boston Research & Management
Massachusetts
$13.8M +$37.6K +93 +0.3%
HDA
2083
Harold Davidson & Associates
California
$13.8M -$983K -2,430 -6%
NG
2084
NatWest Group
United Kingdom
$13.8M -$5.52M -13,650 -27%
CA
2085
CoreCap Advisors
Michigan
$13.8M +$1.67M +4,135 +13%
CBT
2086
Central Bank & Trust
Kentucky
$13.8M +$68.4K +169 +0.5%
LKIM
2087
Lawson Kroeker Investment Management
Nebraska
$13.7M -$78.9K -195 -0.5%
VCP
2088
Vista Capital Partners
Oregon
$13.7M +$1.74M +4,292 +13%
ACM
2089
Aljian Capital Management
Nevada
$13.7M +$180K +445 +1%
BFA
2090
Benedict Financial Advisors
Georgia
$13.7M -$123K -303 -0.8%
BA
2091
Baugh & Associates
Georgia
$13.6M -$1.29M -3,199 -8%
SIS
2092
Sound Income Strategies
Florida
$13.6M +$733K +1,811 +5%
SMTF
2093
Sphera Management Technology Funds
Israel
$13.6M +$2.65M +6,550 +22%
PAM
2094
Pegasus Asset Management
New York
$13.6M +$53K +131 +0.4%
UAM
2095
UAS Asset Management
New York
$13.6M -$40.8M -100,771 -73%
ICP
2096
Impact Capital Partners
Colorado
$13.6M -$237K -586 -2%
VU
2097
Vanderbilt University
Tennessee
$13.6M +$5.77M +14,252 +64%
IIA
2098
IPG Investment Advisors
California
$13.6M -$437K -1,080 -3%
PC
2099
Permanens Capital
New York
$13.6M +$2.11M +5,227 +17%
VWM
2100
VCI Wealth Management
Missouri
$13.6M +$687K +1,697 +5%
82 83
84
85 86