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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1026
One Capital Management
California
$540K -$1.43K -27 -0.3%
CIM
1027
CIM Investment Management
Pennsylvania
$539K -$264 -5 -0.1%
CFMC
1028
Curbstone Financial Management Corp
New Hampshire
$538K +$501K +9,470 New
CAM
1029
Cidel Asset Management
Ontario, Canada
$536K – – –
PCM
1030
PenderFund Capital Management
British Columbia, Canada
$534K – – –
WJA
1031
Williams Jones & Associates
New York
$534K – – –
SS
1032
Sunbelt Securities
Texas
$534K +$14.9K +282 +3%
PFS
1033
Prospera Financial Services
Texas
$532K -$155K -2,928 -22%
TWA
1034
TCI Wealth Advisors
Arizona
$530K +$65.5K +1,238 +15%
JWM
1035
JGP Wealth Management
Oregon
$528K – – –
PL
1036
Perpetual Ltd
Australia
$526K – – –
B
1037
Bailard
California
$522K +$12.5K +236 +3%
MWM
1038
Mission Wealth Management
California
$522K +$227K +4,298 +88%
KTC
1039
Kistler-Tiffany Companies
Pennsylvania
$521K +$40.7K +769 +9%
BAM
1040
Belpointe Asset Management
Nevada
$521K +$485K +9,167 New
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$517K -$811K -15,342 -63%
MFS
1042
Madrona Financial Services
Washington
$517K -$4.6K -87 -0.9%
MCM
1043
MV Capital Management
Maryland
$516K +$2.7K +51 +0.6%
SCA
1044
Stuart Chaussee & Associates
California
$512K – – –
NSB
1045
Norway Savings Bank
Maine
$512K +$2.85K +54 +0.6%
RP
1046
Rice Partnership
Hawaii
$507K -$19.5K -368 -4%
FIM
1047
Freedom Investment Management
Connecticut
$506K -$57.1K -1,080 -10%
GC
1048
Grimes & Company
Massachusetts
$506K +$8.09K +153 +2%
NA
1049
NewEdge Advisors
Louisiana
$505K +$10.6K +200 +2%
MBTD
1050
Mechanics Bank - Trust Department
California
$503K +$6.87K +130 +1%
40 41
42
43 44