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Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1101
Alpha DNA Investment Management
Maryland
$986K -$775K -7,058 -43%
CWM
1102
Circle Wealth Management
New Jersey
$985K +$58.5K +533 +6%
IWM
1103
IHT Wealth Management
Illinois
$985K +$272K +2,473 +36%
PC
1104
Permanens Capital
New York
$983K +$1.03M +9,335 New
BCV
1105
Banque Cantonale Vaudoise
Switzerland
$982K +$176K +1,598 +21%
HIC
1106
Holderness Investments Company
North Carolina
$981K +$44.7K +407 +5%
BPC
1107
Banque Pictet & Cie
Switzerland
$979K -$236K -2,150 -19%
CRC
1108
Curi RMB Capital
Illinois
$979K -$97.1K -884 -9%
DBIA
1109
Dumont & Blake Investment Advisors
New Jersey
$978K -$1.02M -9,332 -50%
HA
1110
Harbor Advisors
Florida
$976K – – –
WDC
1111
Woodward Diversified Capital
California
$974K -$5.6K -51 -0.5%
GCC
1112
Game Creek Capital
Massachusetts
$974K – – –
KB
1113
Kimelman & Baird
New York
$974K – – –
SCP
1114
Stamos Capital Partners
California
$968K +$31.9K +290 +3%
RBC
1115
Romano Brothers & Co
Illinois
$964K – – –
PA
1116
Probity Advisors
Texas
$963K +$42.7K +389 +4%
BFO
1117
Boston Family Office
Massachusetts
$962K -$5.05K -46 -0.5%
CCIA
1118
Campbell & Co Investment Adviser
Maryland
$959K -$2.54M -23,145 -72%
FT
1119
Fiduciary Trust
Massachusetts
$959K -$78.3K -713 -7%
FFS
1120
Founders Financial Securities
Maryland
$957K -$145K -1,323 -13%
BAM
1121
Belpointe Asset Management
Nevada
$952K +$127K +1,160 +15%
NL
1122
Navalign LLC
California
$949K +$28.1K +256 +3%
AI
1123
Arvest Investments
Arkansas
$941K +$9.78K +89 +1%
STCOSD
1124
Sageworth Trust Company of South Dakota
South Dakota
$941K – – –
NAS
1125
Nicolet Advisory Services
Wisconsin
$940K +$51.4K +468 +6%
43 44
45
46 47