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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Belpointe Asset Management
Nevada
$6.07M +$131K +703 +2%
FFBTD
1002
First Financial Bank - Trust Division
Ohio
$6.06M +$144K +772 +2%
FCP
1003
Fidelis Capital Partners
Florida
$6.06M +$29K +156 +0.4%
CD
1004
Chapin Davis
Maryland
$6.05M -$287K -1,543 -4%
DWM
1005
Destination Wealth Management
California
$6.04M +$128K +690 +2%
SAM
1006
Smartleaf Asset Management
Massachusetts
$5.99M – – –
WPIC
1007
White Pine Investment Company
Michigan
$5.96M +$2.79K +15 +0%
SCM
1008
Spring Capital Management
Texas
$5.95M +$46.9K +252 +0.7%
CT
1009
Chicago Trust
Illinois
$5.94M -$146K -785 -2%
SC
1010
Schulhoff & Co
Ohio
$5.94M -$129K -694 -2%
CBB
1011
Citizens Business Bank
California
$5.94M -$158K -851 -2%
MBTD
1012
Mechanics Bank - Trust Department
California
$5.92M -$204K -1,096 -3%
BCM
1013
Birmingham Capital Management
Alabama
$5.91M -$112K -600 -2%
CWM
1014
C2C Wealth Management
Arizona
$5.9M -$18.6K -100 -0.3%
CT
1015
Colonial Trust
South Carolina
$5.89M -$212K -1,137 -3%
IIM
1016
Ipswich Investment Management
Massachusetts
$5.87M -$225K -1,211 -3%
PIA
1017
Petredis Investment Advisors
Pennsylvania
$5.86M -$5.21K -28 -0.1%
OIMU
1018
Osmosis Investment Management UK
United Kingdom
$5.85M -$13.1M -70,323 -67%
HT
1019
Heritage Trust
Oklahoma
$5.85M +$82.8K +445 +1%
FMC
1020
First Merchants Corp
Indiana
$5.83M +$184K +987 +3%
CFC
1021
Cincinnati Financial Corp
Ohio
$5.82M – – –
FBT
1022
First Bankers Trust
Kentucky
$5.81M +$50.8K +273 +0.8%
VWMG
1023
Virginia Wealth Management Group
Virginia
$5.81M +$43.2K +232 +0.7%
AW
1024
Apricus Wealth
South Carolina
$5.81M +$95.1K +511 +1%
XF
1025
XML Financial
Maryland
$5.81M -$171K -919 -3%
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