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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
751
Tower View Wealth Management
Wisconsin
$387K -$217K -1,188 -36%
BFS
752
Bradley Foster & Sargent
Connecticut
$386K -$146K -800 -27%
BAM
753
Belpointe Asset Management
Nevada
$384K +$18.4K +101 +5%
MA
754
Mutual Advisors
Nebraska
$384K +$32.7K +179 +9%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$383K +$19.7K +108 +5%
DBG
756
De Burlo Group
Massachusetts
$381K – – –
SB
757
Sunflower Bank
Texas
$381K – – –
CAM
758
Concorde Asset Management
Michigan
$377K -$1.28K -7 -0.3%
ESB
759
Essex Savings Bank
Connecticut
$375K – – –
TA
760
TrueWealth Advisors
Alabama
$375K – – –
Lido Advisors
761
Lido Advisors
California
$374K +$34.3K +188 +10%
IA
762
IndexIQ Advisors
New York
$373K +$10.4K +57 +3%
PAMG
763
Patton Albertson Miller Group
Tennessee
$372K -$87.8K -481 -19%
ECAM
764
East Coast Asset Management
Massachusetts
$372K – – –
TF
765
Trek Financial
Arizona
$371K +$376K +2,061 New
Vanguard Personalized Indexing Management
766
Vanguard Personalized Indexing Management
California
$370K -$339K -1,856 -47%
LS
767
Livforsakringsbolaget Skandia
Sweden
$369K – – –
MBT
768
Montecito Bank & Trust
California
$367K -$122K -670 -25%
DBIA
769
Dumont & Blake Investment Advisors
New Jersey
$367K – – –
PG
770
Pendal Group
Australia
$365K +$370K +2,027 New
CIC
771
Crawford Investment Counsel
Georgia
$364K -$13.9K -76 -4%
PMFA
772
Plante Moran Financial Advisors
Michigan
$364K +$41.4K +227 +13%
RIA
773
Realta Investment Advisors
Delaware
$363K -$59.1K -324 -14%
ASBI
774
American State Bank (Iowa)
Iowa
$363K – – –
SA
775
SL Advisors
New Jersey
$361K -$3.47K -19 -0.9%