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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Belpointe Asset Management
Nevada
$334K +$89.1K +2,204 +38%
BHWM
952
Bar Harbor Wealth Management
New Hampshire
$333K -$207K -5,108 -39%
CIC
953
Crawford Investment Counsel
Georgia
$329K -$7.04K -174 -2%
MERSOM
954
Municipal Employees' Retirement System of Michigan
Michigan
$328K -$815K -20,140 -72%
AFP
955
Ausdal Financial Partners
Iowa
$328K +$9.75K +241 +3%
FFBTD
956
First Financial Bank - Trust Division
Ohio
$327K -$5.66K -140 -2%
9WM
957
9258 Wealth Management
Ohio
$326K +$7.32K +181 +2%
PFBT
958
Parkside Financial Bank & Trust
Missouri
$325K -$106K -2,611 -25%
WA
959
Wheatland Advisors
Pennsylvania
$324K +$40 +1 +0%
PTP
960
Platform Technology Partners
New York
$323K +$8.49K +210 +3%
HAG
961
HighPoint Advisor Group
Illinois
$322K -$10.4K -256 -3%
PFSC
962
Peoples Financial Services Corp
Pennsylvania
$320K -$40.4K -1,000 -12%
CFS
963
CRA Financial Services
New Jersey
$319K -$20.2K -500 -6%
BPC
964
Banque Pictet & Cie
Switzerland
$318K – – –
GC
965
GFG Capital
Florida
$318K +$306K +7,563 New
KWM
966
Kingsview Wealth Management
Oregon
$317K -$22.2K -550 -7%
CST
967
Charles Schwab Trust
Nevada
$313K -$3.03K -75 -1%
GIP
968
Granite Investment Partners
California
$312K – – –
FAIM
969
Financial Advocates Investment Management
Washington
$312K +$7.93K +196 +3%
CHAM
970
Clear Harbor Asset Management
Connecticut
$310K +$25.9K +640 +9%
YIA
971
YHB Investment Advisors
Connecticut
$309K -$83.9K -2,075 -22%
FCH
972
Freestone Capital Holdings
Washington
$309K +$297K +7,353 New
RHBC
973
R.H. Bluestein & Co
Michigan
$309K +$298K +7,360 New
S
974
SignatureFD
Georgia
$308K -$117K -2,881 -28%
GCA
975
Greenwood Capital Associates
South Carolina
$308K +$296K +7,328 New
37 38
39
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