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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
Perigon Wealth Management
California
$24.8M +$2.74M +11,412 +12%
C
1152
Chescapmanager
Maryland
$24.8M – – –
CWP
1153
Cyndeo Wealth Partners
Florida
$24.7M +$24.8M +103,165 New
CAL
1154
Capital Analysts LLC
Pennsylvania
$24.7M +$221K +921 +0.9%
CNC
1155
Canandaigua National Corp
New York
$24.7M +$195K +811 +0.8%
BAM
1156
Belpointe Asset Management
Nevada
$24.7M -$1.61M -6,702 -6%
BONST
1157
Bank of Nova Scotia Trust
Ontario, Canada
$24.6M -$291K -1,213 -1%
VIA
1158
Vident Investment Advisory
Georgia
$24.6M +$6.03M +25,134 +32%
BCM
1159
Brookstone Capital Management
Illinois
$24.6M -$983K -4,097 -4%
AC
1160
Abbrea Capital
California
$24.6M -$44.4K -185 -0.2%
PCM
1161
Pennsylvania Capital Management
Pennsylvania
$24.5M -$961K -4,005 -4%
EW
1162
Evoke Wealth
California
$24.5M -$380K -1,584 -2%
FFBTD
1163
First Financial Bank - Trust Division
Ohio
$24.5M -$319K -1,328 -1%
HCM
1164
Hilton Capital Management
New York
$24.5M – – –
BLAM
1165
Bourne Lent Asset Management
New York
$24.5M -$8.88K -37 -0%
HSC
1166
Harbor Spring Capital
New York
$24.5M – – –
TFS
1167
Thoroughbred Financial Services
Tennessee
$24.3M +$1.51M +6,284 +7%
BCP
1168
Blue Chip Partners
Michigan
$24.3M +$102K +426 +0.4%
RI
1169
RWWM Inc
California
$24.2M -$44.4K -185 -0.2%
IFG
1170
Independent Financial Group
California
$24.2M +$246K +1,024 +1%
BTWM
1171
Baker Tilly Wealth Management
Wisconsin
$24.1M +$2M +8,333 +9%
JIR
1172
James Investment Research
Ohio
$24.1M -$290K -1,209 -1%
MIM
1173
Morningstar Investment Management
Illinois
$24.1M – – –
MCM
1174
Mengis Capital Management
Oregon
$23.9M -$108K -452 -0.5%
BHWM
1175
Bar Harbor Wealth Management
New Hampshire
$23.9M -$1.08M -4,484 -4%
45 46
47
48 49