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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2051
Delta Asset Management
Tennessee
$950K -$28.4K -110 -3%
OFG
2052
OmniStar Financial Group
North Carolina
$949K -$22.2K -86 -2%
CCM
2053
Cribstone Capital Management
Maine
$948K -$301K -1,167 -24%
VCM
2054
Vivaldi Capital Management
Illinois
$947K -$5.22M -20,254 -86%
GSWM
2055
Golden State Wealth Management
California
$946K -$700K -2,714 -43%
ACM
2056
Allred Capital Management
Texas
$944K -$246K -954 -21%
HCM
2057
Hilton Capital Management
New York
$939K +$38.7K +150 +4%
FSC
2058
Full Sail Capital
Oklahoma
$938K -$35.3K -137 -4%
PSC
2059
Prentiss Smith & Co
Vermont
$938K – – –
AI
2060
Accredited Investors
Minnesota
$931K -$24.2K -94 -3%
CIA
2061
Choate Investment Advisors
Massachusetts
$929K -$43.8K -170 -5%
RPWA
2062
Regent Peak Wealth Advisors
Georgia
$924K +$73K +283 +9%
MBT
2063
Montecito Bank & Trust
California
$920K -$16K -62 -2%
DWM
2064
Destination Wealth Management
California
$918K -$74.5K -289 -8%
AL
2065
Arnhold LLC
New York
$917K – – –
JDR
2066
Jay D. Rosenbaum
$916K +$15K +58 +2%
DCM
2067
Dimension Capital Management
Florida
$916K +$199K +772 +28%
BDF
2068
Black Diamond Financial
Maryland
$915K – – –
AWM
2069
Apollon Wealth Management
South Carolina
$915K +$124K +482 +16%
AWM
2070
Aevitas Wealth Management
Massachusetts
$910K +$150K +580 +20%
PFO
2071
Pathstone Family Office
New Jersey
$906K +$38.7K +150 +5%
LTI
2072
Laffer Tengler Investments
Tennessee
$906K +$99.8K +387 +13%
TSWM
2073
Triangle Securities Wealth Management
North Carolina
$903K -$28.4K -110 -3%
SRAM
2074
Spouting Rock Asset Management
Pennsylvania
$898K -$733K -2,844 -45%
ST
2075
Spinnaker Trust
Maine
$894K -$185K -719 -17%
81 82
83
84 85