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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1626
Aureus Asset Management
Massachusetts
$256K – – –
PI
1627
Pettee Investors
Connecticut
$256K – – –
SAM
1628
Seelaus Asset Management
New Jersey
$255K +$259K +1,494 New
4WM
1629
44 Wealth Management
Oregon
$254K -$12.3K -71 -5%
KCFA
1630
Key Client Fiduciary Advisors
New Jersey
$254K – – –
WTA
1631
Washington Trust Advisors
Massachusetts
$254K – – –
SA
1632
Strategic Advocates
Utah
$253K -$2.08K -12 -0.8%
DWA
1633
Douglass Winthrop Advisors
New York
$252K – – –
PGF
1634
Plan Group Financial
Oklahoma
$251K +$255K +1,474 New
CNWM
1635
Clay Northam Wealth Management
California
$251K +$15.2K +88 +6%
W
1636
WealthCollab
Washington
$251K – – –
ISFAN
1637
Investor's Fiduciary Advisor Network
Washington
$251K -$2.08K -12 -0.8%
PCM
1638
Presidio Capital Management
California
$250K – – –
CC
1639
Cadinha & Co
Hawaii
$250K -$10.4K -60 -4%
AL
1640
ADE LLC
Maryland
$250K – – –
PAM
1641
Palisade Asset Management
Minnesota
$250K +$6.06K +35 +2%
ST
1642
Spinnaker Trust
Maine
$249K -$11.8K -68 -4%
AIIMS
1643
Analyst IMS Investment Management Services
Israel
$249K – – –
MBTD
1644
Mechanics Bank - Trust Department
California
$248K +$252K +1,457 New
PD
1645
Planning Directions
Pennsylvania
$248K -$43.6K -252 -15%
EFL
1646
ERn Financial LLC
Wisconsin
$248K +$50.9K +294 +25%
CPRC
1647
Consolidated Portfolio Review Corp
New York
$247K +$18.5K +107 +8%
CWMGO
1648
Capstone Wealth Management Group (Oregon)
Oregon
$247K +$38.3K +221 +18%
CPWA
1649
Cerro Pacific Wealth Advisors
California
$247K -$57.5K -332 -19%
WFAG
1650
Worth Financial Advisory Group
North Carolina
$247K +$250K +1,447 New
64 65
66
67 68