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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2526
Palisades Hudson Asset Management
Florida
$688K – – –
OC
2527
Oarsman Capital
Wisconsin
$687K – – –
VDI
2528
Vaughan David Investments
Illinois
$683K – – –
ACM
2529
Aljian Capital Management
Nevada
$682K – – –
TF
2530
TimeScale Financial
Massachusetts
$680K -$69.9K -194 -9%
SPIO
2531
Seven Post Investment Office
California
$680K – – –
TA
2532
Trivest Advisors
Hong Kong
$679K -$3.13M -8,700 -81%
NA
2533
Navellier & Associates
Nevada
$679K – – –
PCM
2534
Prelude Capital Management
New York
$676K -$2.41M -6,692 -77%
TFCP
2535
Twin Focus Capital Partners
Massachusetts
$676K +$22K +61 +3%
ECM
2536
Exchange Capital Management
Michigan
$676K +$718K +1,993 New
MA
2537
MCF Advisors
Kentucky
$673K +$69.9K +194 +11%
EWM
2538
EPG Wealth Management
Georgia
$673K +$73.8K +205 +12%
CWM
2539
Cadence Wealth Management
Massachusetts
$672K – – –
DIA
2540
Dean Investment Associates
Ohio
$668K -$8.28K -23 -1%
HCM
2541
Hilton Capital Management
New York
$665K +$200K +555 +40%
WA1
2542
Wimmer Associates 1
California
$663K +$77.8K +216 +12%
PPG
2543
Peak Planning Group
Colorado
$662K +$703K +1,951 New
BCA
2544
Bay Colony Advisors
Massachusetts
$662K +$43.2K +120 +7%
RWP
2545
Ridgecrest Wealth Partners
California
$662K +$124K +343 +21%
CWM
2546
Cahaba Wealth Management
Georgia
$662K +$703K +1,953 New
FIM
2547
FWL Investment Management
Texas
$660K -$18K -50 -3%
CH
2548
Canton Hathaway
Rhode Island
$659K +$274K +760 +64%
FWP
2549
Falcon Wealth Planning
California
$658K +$39.6K +110 +6%
MIP
2550
Marietta Investment Partners
Wisconsin
$658K +$54.4K +151 +8%
100 101
102
103 104