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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1001
Fiduciary Trust
Massachusetts
$659K -$26.3K -105 -4%
EWM
1002
Evercore Wealth Management
New York
$659K -$247K -988 -30%
CTA
1003
Chesley Taft & Associates
Illinois
$657K -$40K -160 -7%
NFG
1004
Nations Financial Group
Iowa
$657K +$31.3K +125 +6%
IAIM
1005
International Assets Investment Management
Florida
$652K -$7.53M -30,085 -18%
SP
1006
Stablepoint Partners
Massachusetts
$652K +$1.75K +7 +0.3%
MC
1007
Moors & Cabot
Massachusetts
$639K +$17K +68 +3%
JF
1008
Jump Financial
Illinois
$638K +$151K +602 +38%
NHT
1009
New Hampshire Trust
New Hampshire
$636K – – –
ECM
1010
Estabrook Capital Management
New York
$635K -$39.5K -158 -7%
TIA
1011
Tiemann Investment Advisors
California
$635K – – –
SAM
1012
Silvercrest Asset Management
New York
$629K +$543K +2,172 New
MHIC
1013
Marble Harbor Investment Counsel
Massachusetts
$623K – – –
NRS
1014
Neville Rodie & Shaw
New York
$621K -$751 -3 -0.1%
BAM
1015
Belpointe Asset Management
Nevada
$617K +$127K +508 +31%
NCFG
1016
New Century Financial Group
New Jersey
$617K +$11.8K +47 +2%
PSC
1017
Portman Square Capital
United Kingdom
$616K -$188K -750 -26%
FCA
1018
FLC Capital Advisors
California
$615K – – –
FIA
1019
Foundations Investment Advisors
Arizona
$615K -$32.5K -130 -6%
UB
1020
Umpqua Bank
Oregon
$615K +$531K +2,121 New
NCM
1021
Narwhal Capital Management
Georgia
$614K – – –
DWM
1022
Dakota Wealth Management
Florida
$614K -$94.8K -379 -15%
NP
1023
NorthRock Partners
Minnesota
$612K -$34.8K -139 -6%
KWA
1024
Kingswood Wealth Advisors
California
$611K -$184K -737 -26%
HPC
1025
HM Payson & Co
Maine
$610K -$84.8K -339 -14%
39 40
41
42 43