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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1051
Regis Management Company
California
$259K – – –
FMII
1052
Farmers & Merchants Investments Inc
Nebraska
$257K -$460K -6,304 -66%
AG
1053
AlTi Global
New York
$257K – – –
GCM
1054
Gibraltar Capital Management
Oklahoma
$257K +$657 +9 +0.3%
MPWT
1055
MassMutual Private Wealth & Trust
Connecticut
$256K +$10.5K +144 +5%
CA
1056
Cornerstone Advisory
Maryland
$256K +$15.8K +216 +7%
SCA
1057
Stonebridge Capital Advisors
Minnesota
$256K -$9.71K -133 -4%
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$3.87K +53 +2%
CD
1059
Chapin Davis
Maryland
$253K +$230K +3,156 New
CT
1060
Clearstead Trust
Maine
$253K +$22.8K +312 +11%
SCA
1061
Stillwater Capital Advisors
Pennsylvania
$252K – – –
SS
1062
Sunbelt Securities
Texas
$251K -$7.59K -104 -3%
MHIC
1063
Marble Harbor Investment Counsel
Massachusetts
$249K – – –
CAM
1064
Cidel Asset Management
Ontario, Canada
$248K +$10.8K +148 +5%
RCM
1065
RB Capital Management
Nevada
$248K – – –
SCA
1066
Sippican Capital Advisors
Massachusetts
$247K – – –
D
1067
Diversified
Delaware
$247K +$1.82K +25 +0.8%
VCG
1068
Vantage Consulting Group
Virginia
$247K -$25.5K -350 -10%
MLL
1069
Moody Lynn & Lieberson
Massachusetts
$246K – – –
HI
1070
Harbour Investments
Wisconsin
$246K +$24.2K +331 +12%
NFG
1071
Norris Financial Group
South Carolina
$245K – – –
TTWM
1072
TCV Trust & Wealth Management
Virginia
$245K – – –
CWP
1073
Capital Wealth Planning
Florida
$243K +$222K +3,035 New
SIM
1074
Sentry Investment Management
Wisconsin
$243K – – –
CFG
1075
Clayton Financial Group
Missouri
$242K +$220K +3,014 New
41 42
43
44 45