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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
801
Cobblestone Capital Advisors
New York
$293K – – –
OMIC
802
Old Mission Investment Co
Michigan
$293K – – –
WIA
803
Westbourne Investment Advisors
Maryland
$292K – – –
PAM
804
Paradigm Asset Management
New York
$292K – – –
BRC
805
Bishop Rock Capital
New York
$291K -$372K -1,123 -56%
FineMark National Bank & Trust
806
FineMark National Bank & Trust
Florida
$290K +$66.2K +200 +29%
Park National Corp
807
Park National Corp
Ohio
$289K -$6.95K -21 -2%
Central Trust Company
808
Central Trust Company
Missouri
$289K +$37.1K +112 +14%
RPGK
809
Retirement Planning Group (Kansas)
Kansas
$287K – – –
Donaldson Capital Management
810
Donaldson Capital Management
Indiana
$287K -$18.5K -56 -6%
Belpointe Asset Management
811
Belpointe Asset Management
Nevada
$287K +$292K +884 New
TPWA
812
TRUE Private Wealth Advisors
Oregon
$284K +$2.65K +8 +0.9%
CBFP
813
Cedar Brook Financial Partners
Ohio
$284K +$16.9K +51 +6%
EFG
814
Everhart Financial Group
Ohio
$284K +$23.2K +70 +9%
AFP
815
Ausdal Financial Partners
Iowa
$283K +$35.4K +107 +14%
GA
816
Greenspring Advisors
Maryland
$282K – – –
EB
817
Exchange Bank
California
$282K – – –
KBFS
818
Kohmann Bosshard Financial Services
Ohio
$279K – – –
Oppenheimer & Co
819
Oppenheimer & Co
New York
$278K -$20.5K -62 -7%
NA
820
Navellier & Associates
Nevada
$277K +$283K +855 New
CFFP
821
Center for Financial Planning
Michigan
$277K – – –
Welch & Forbes
822
Welch & Forbes
Massachusetts
$277K +$13.2K +40 +5%
FC
823
Forte Capital
New York
$276K – – –
HTHT
824
Hemenway Trust Hemenway Trust
New Hampshire
$276K – – –
PIM
825
Penobscot Investment Management
Massachusetts
$276K +$281K +850 New