A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, BND, MSFT, AAPL, and IWY.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Donna M. Cunningham
Senior Vice President
Philadelphia, Pennsylvania
8/6/2025
On June 30, 2025, BMTA changed its legal name and business name from Bryn Mawr Capital Management, LLC to Bryn Mawr Trust Advisors, LLC. This name change is reflected throughout the entire document.
List of Other Managers Reporting for Bryn Mawr Capital Management, LLC:
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