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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2526
Cadence Bank
Mississippi
$689K – – –
PHAM
2527
Palisades Hudson Asset Management
Florida
$688K – – –
OC
2528
Oarsman Capital
Wisconsin
$687K – – –
VDI
2529
Vaughan David Investments
Illinois
$683K – – –
ACM
2530
Aljian Capital Management
Nevada
$682K – – –
TF
2531
TimeScale Financial
Massachusetts
$680K -$69.9K -194 -9%
SPIO
2532
Seven Post Investment Office
California
$680K – – –
TA
2533
Trivest Advisors
Hong Kong
$679K -$3.13M -8,700 -81%
NA
2534
Navellier & Associates
Nevada
$679K – – –
PCM
2535
Prelude Capital Management
New York
$676K -$2.41M -6,692 -77%
TFCP
2536
Twin Focus Capital Partners
Massachusetts
$676K +$22K +61 +3%
ECM
2537
Exchange Capital Management
Michigan
$676K +$718K +1,993 New
MA
2538
MCF Advisors
Kentucky
$673K +$69.9K +194 +11%
EWM
2539
EPG Wealth Management
Georgia
$673K +$73.8K +205 +12%
CWM
2540
Cadence Wealth Management
Massachusetts
$672K – – –
DIA
2541
Dean Investment Associates
Ohio
$668K -$8.28K -23 -1%
HCM
2542
Hilton Capital Management
New York
$665K +$200K +555 +40%
WA1
2543
Wimmer Associates 1
California
$663K +$77.8K +216 +12%
PPG
2544
Peak Planning Group
Colorado
$662K +$703K +1,951 New
BCA
2545
Bay Colony Advisors
Massachusetts
$662K +$43.2K +120 +7%
RWP
2546
Ridgecrest Wealth Partners
California
$662K +$124K +343 +21%
CWM
2547
Cahaba Wealth Management
Georgia
$662K +$703K +1,953 New
FIM
2548
FWL Investment Management
Texas
$660K -$18K -50 -3%
CH
2549
Canton Hathaway
Rhode Island
$659K +$274K +760 +64%
FWP
2550
Falcon Wealth Planning
California
$658K +$39.6K +110 +6%
100 101
102
103 104