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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
976
Caitong International Asset Management
Hong Kong
$7.68M +$6.77M +37,141 New
WFG
977
Wills Financial Group
Virginia
$7.68M -$102K -562 -1%
RWM
978
Ritholtz Wealth Management
New York
$7.67M +$537K +2,944 +9%
SS
979
SBI Securities
Japan
$7.62M +$621K +3,404 +10%
MBTD
980
Mechanics Bank - Trust Department
California
$7.61M -$603K -3,309 -8%
CBB
981
Citizens Business Bank
California
$7.59M +$31.7K +174 +0.5%
CT
982
Colonial Trust
South Carolina
$7.59M -$163K -895 -2%
CT
983
Chicago Trust
Illinois
$7.58M -$115K -631 -2%
IIM
984
Ipswich Investment Management
Massachusetts
$7.58M -$208K -1,139 -3%
SC
985
Searle & Co
Connecticut
$7.57M -$266K -1,456 -4%
SC
986
Schulhoff & Co
Ohio
$7.56M -$25.2K -138 -0.4%
GIM
987
Generali Investments Management
Slovenia
$7.55M +$2.45M +13,452 +58%
DIA
988
Dana Investment Advisors
Wisconsin
$7.54M -$146K -803 -2%
FCP
989
Fidelis Capital Partners
Florida
$7.53M +$27.5K +151 +0.4%
BCM
990
Birmingham Capital Management
Alabama
$7.5M – – –
SAM
991
Smartleaf Asset Management
Massachusetts
$7.49M +$536K +2,942 +9%
CAM
992
Columbia Asset Management
Michigan
$7.49M +$230K +1,262 +4%
WPIC
993
White Pine Investment Company
Michigan
$7.44M -$531K -2,911 -7%
GIA
994
GHP Investment Advisors
Colorado
$7.44M +$182 +1 +0%
XF
995
XML Financial
Maryland
$7.44M -$1.2M -6,568 -15%
BAM
996
Belpointe Asset Management
Nevada
$7.43M +$1.2M +6,578 +22%
EGM
997
Engineers Gate Manager
New York
$7.42M +$5.56M +30,494 +568%
AG
998
Algert Global
California
$7.42M +$2.16M +11,832 +49%
DWM
999
Destination Wealth Management
California
$7.4M +$185K +1,015 +3%
NCM
1000
Narwhal Capital Management
Georgia
$7.4M +$284K +1,556 +5%
38 39
40
41 42