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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1201
Beaton Management Company
Massachusetts
$922K +$15.1K +104 +2%
CPR
1202
CSU Producer Resources
Ohio
$921K
NJBEST
1203
New Jersey Better Educational Savings Trust
New Jersey
$921K +$152K +1,046 +20%
FLPIM
1204
F.L. Putnam Investment Management
Massachusetts
$918K +$99K +681 +12%
LWM
1205
Lenox Wealth Management
Ohio
$914K +$10.9K +75 +1%
1832 Asset Management
1206
1832 Asset Management
Ontario, Canada
$913K -$771K -5,299 -46%
WA
1207
Wheatland Advisors
Pennsylvania
$911K
OIA
1208
Optimum Investment Advisors
Illinois
$910K -$107K -739 -11%
VCAM
1209
Van Cleef Asset Management
Ohio
$907K -$3.2K -22 -0.4%
PA
1210
Parallel Advisors
California
$907K +$13.1K +90 +1%
SBWM
1211
Sunflower Bank Wealth Management
Arizona
$905K -$5.67K -39 -0.6%
TIA
1212
Trust Investment Advisors
Indiana
$905K -$1.6K -11 -0.2%
TIA
1213
Tiemann Investment Advisors
California
$902K -$17.4K -120 -2%
VI
1214
Versor Investments
New York
$902K +$894K +6,148 New
MMPW
1215
Mitchell McLeod Pugh & Williams
Alabama
$899K
WA
1216
Wealth Architects
California
$898K -$59.6K -410 -6%
DVM
1217
Dreman Value Management
Florida
$898K
MIP
1218
Marietta Investment Partners
Wisconsin
$898K +$1.75K +12 +0.2%
CI
1219
CAZ Investments
Texas
$896K
PWM
1220
Perigon Wealth Management
California
$892K -$345K -2,375 -28%
FMII
1221
Farmers & Merchants Investments Inc
Nebraska
$891K +$46.1K +317 +6%
UAS
1222
United Asset Strategies
New York
$890K +$14K +96 +2%
BWM
1223
Buckley Wealth Management
Nevada
$888K +$881K +6,056 New
CBA
1224
Coastal Bridge Advisors
Connecticut
$882K -$84.9K -584 -9%
BAM
1225
Belpointe Asset Management
Nevada
$880K -$217K -1,494 -20%