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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
901
Harvest Fund Management
China
$750K +$551K +1,674 +428%
AIS
902
American Investment Services
Massachusetts
$750K +$10.2K +31 +2%
GTAM
903
Global Trust Asset Management
Florida
$749K -$1.32K -4 -0.2%
WSCM
904
Wellington Shields Capital Management
New York
$749K -$782K -2,377 -54%
BONH
905
Bank of New Hampshire
New Hampshire
$748K – – –
GSB
906
Greenfield Savings Bank
Massachusetts
$744K -$16.5K -50 -2%
OWA
907
One Wealth Advisors
California
$743K +$42.5K +129 +7%
MA
908
MONECO Advisors
Connecticut
$743K +$42.5K +129 +7%
BAM
909
Belpointe Asset Management
Nevada
$741K +$114K +347 +20%
TF
910
Tompkins Financial
New York
$741K – – –
JWM
911
Janiczek Wealth Management
Colorado
$737K +$17.8K +54 +3%
KWA
912
Kingswood Wealth Advisors
California
$737K -$676K -2,054 -50%
PA
913
PFG Advisors
Arizona
$735K +$112K +340 +20%
CG
914
CFO4Life Group
Texas
$735K +$666K +2,023 New
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$734K +$25.3K +77 +4%
BIG
916
Brooklyn Investment Group
New York
$732K -$21.4K -65 -3%
FWCM
917
Ferguson Wellman Capital Management
Oregon
$732K -$9.88K -30 -1%
CBNLCF
918
Cognios Beta Neutral Large Cap Fund
Kansas
$731K -$170K -517 -20%
SCM
919
Shelton Capital Management
Colorado
$729K – – –
SC
920
SRB Corp
Massachusetts
$728K +$660K +2,005 New
FPAS
921
Focus Partners Advisor Solutions
Missouri
$727K +$658K +2,000 New
MBTD
922
Mechanics Bank - Trust Department
California
$726K -$7.9K -24 -1%
DWP
923
Daymark Wealth Partners
Ohio
$726K -$16.8K -51 -2%
GIM
924
Grassi Investment Management
California
$726K – – –
TPI
925
Trust Point Inc
Wisconsin
$726K +$13.8K +42 +2%