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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1101
Ipswich Investment Management
Massachusetts
$733K +$6.87K +100 +1%
PAS
1102
Park Avenue Securities
New York
$733K +$681K +9,904 New
NSB
1103
Norway Savings Bank
Maine
$731K – – –
MPI
1104
Mairs & Power Inc
Minnesota
$727K – – –
ECM
1105
Evergreen Capital Management
Washington
$726K -$10.9K -159 -2%
MBTD
1106
Mechanics Bank - Trust Department
California
$720K -$550 -8 -0.1%
HCM
1107
Hollencrest Capital Management
California
$719K -$357K -5,195 -35%
MWM
1108
Mission Wealth Management
California
$719K +$17.5K +255 +3%
IWA
1109
Independence Wealth Advisors
Virginia
$715K – – –
WC
1110
Whitnell & Co
Illinois
$714K – – –
CPIA
1111
Cornell Pochily Investment Advisors
New York
$714K +$38.6K +562 +6%
CWM
1112
Centric Wealth Management
Illinois
$711K -$19.3K -281 -3%
BAM
1113
Belpointe Asset Management
Nevada
$708K -$433K -6,298 -40%
BC
1114
Burney Company
Virginia
$708K -$186K -2,699 -22%
FB
1115
Fulton Bank
Pennsylvania
$708K +$92K +1,339 +16%
IWS
1116
Insight Wealth Strategies
California
$706K +$653K +9,503 New
BAM
1117
Bruderman Asset Management
New York
$705K +$6.32K +92 +1%
KTC
1118
Kistler-Tiffany Companies
Pennsylvania
$703K +$9.76K +142 +2%
AAS
1119
Avantax Advisory Services
Texas
$696K -$54.1K -787 -8%
PL
1120
Perpetual Ltd
Australia
$688K – – –
DTL
1121
Dynamic Technology Lab
Singapore
$688K +$636K +9,253 New
CAIMH
1122
Central Asset Investments & Management Holdings
Hong Kong
$688K +$636K +9,260 New
MFG
1123
Magnus Financial Group
New York
$682K +$169K +2,452 +36%
SMFS
1124
Squar Milner Financial Services
California
$680K +$53.7K +781 +9%
AWM
1125
Altium Wealth Management
New York
$680K +$139K +2,023 +28%
43 44
45
46 47