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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1201
Private Trust Company
Ohio
$2.2M -$235K -3,598 -9%
BIG
1202
Brooklyn Investment Group
New York
$2.2M -$43.1K -661 -2%
WSCM
1203
Wellington Shields Capital Management
New York
$2.2M -$1.17M -17,849 -34%
NG
1204
Northstar Group
New York
$2.2M +$15.3K +235 +0.7%
FMC
1205
First Merchants Corp
Indiana
$2.19M +$236K +3,610 +11%
CF
1206
Centaurus Financial
California
$2.18M +$483K +7,394 +27%
NCM
1207
Nelson Capital Management
California
$2.17M -$48K -735 -2%
BFA
1208
Bragg Financial Advisors
North Carolina
$2.17M -$58.2K -891 -2%
SAM
1209
Secure Asset Management
Michigan
$2.17M +$349K +5,343 +18%
BAM
1210
Belpointe Asset Management
Nevada
$2.17M -$93.3K -1,430 -5%
CPC
1211
Consolidated Planning Corp
Georgia
$2.17M +$260K +3,985 +13%
MWM
1212
Massachusetts Wealth Management
Massachusetts
$2.16M +$8.16K +125 +0.4%
OPCM
1213
Osborne Partners Capital Management
California
$2.16M -$21.2K -325 -0.9%
AMG
1214
Advisors Management Group
Wisconsin
$2.16M -$32.2K -493 -1%
PCG
1215
PFC Capital Group
California
$2.16M – – –
KCM
1216
Kerusso Capital Management
North Carolina
$2.16M +$5.03K +77 +0.2%
NIM
1217
Northeast Investment Management
Massachusetts
$2.15M -$2.61K -40 -0.1%
PI
1218
PGGM Investments
Netherlands
$2.15M -$4.86M -74,451 -68%
IFG
1219
Independent Financial Group
California
$2.15M +$82.9K +1,270 +4%
CIA
1220
Cohen Investment Advisors
New Hampshire
$2.15M +$58.3K +893 +3%
RCG
1221
Regatta Capital Group
California
$2.15M -$105K -1,611 -4%
PFA
1222
Pathway Financial Advisers
Indiana
$2.14M -$160M -2,444,041 -99%
MWM
1223
Modern Wealth Management
Kansas
$2.14M +$248K +3,795 +12%
MWA
1224
MFA Wealth Advisors
Pennsylvania
$2.14M +$190K +2,906 +9%
SMC
1225
Smith, Moore & Co
Missouri
$2.14M -$103K -1,577 -4%
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