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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1001
Rockefeller Financial Services
New York
$308K +$226K +1,060 +349%
NED
1002
Nancy E. Dempze
$306K – – –
CCA
1003
Catalyst Capital Advisors
New York
$305K – – –
WSC
1004
Wellington Shields & Co
New York
$305K +$16K +75 +6%
TAM
1005
Taurus Asset Management
New York
$305K +$288K +1,351 New
HIIFS
1006
Harel Insurance Investments & Financial Services
Israel
$304K -$145K -680 -34%
NBC
1007
Neuberger Berman Canada
Ontario, Canada
$303K +$9.37K +44 +3%
BAM
1008
Belpointe Asset Management
Nevada
$303K +$286K +1,341 New
BFIM
1009
Beese Fulmer Investment Management
Ohio
$298K -$1.7K -8 -0.6%
DWM
1010
Doyle Wealth Management
Florida
$298K +$213 +1 +0.1%
BFM
1011
Boston Financial Management
Massachusetts
$298K +$14.9K +70 +6%
NG
1012
Northstar Group
New York
$295K +$21.3K +100 +8%
VCM
1013
Violich Capital Management
California
$295K +$278K +1,308 New
SFM
1014
Systematic Financial Management
New Jersey
$294K – – –
LNB
1015
Ledyard National Bank
$293K – – –
LGWM
1016
Litman Gregory Wealth Management
California
$293K +$277K +1,300 New
ABC
1017
Associated Banc-Corp
Wisconsin
$292K -$5.54K -26 -2%
UFF
1018
USA Financial Formulas
Michigan
$291K +$274K +1,289 New
BFS
1019
Bradley Foster & Sargent
Connecticut
$289K -$134K -630 -33%
PFPT
1020
Pinnacle Financial Partners (Tennessee)
Tennessee
$288K +$3.19K +15 +1%
BFEC
1021
Benjamin F. Edwards & Company
Missouri
$285K -$56.6K -266 -17%
AW
1022
ACG Wealth
Georgia
$281K -$32.6K -153 -11%
DP
1023
Dearborn Partners
Illinois
$280K – – –
GC
1024
Gratry & Company
Ohio
$280K – – –
TNAM
1025
Terra Nova Asset Management
New York
$280K – – –
39 40
41
42 43