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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1476
Trust Asset Management
Texas
$3.77M +$115K +532 +3%
ISWM
1477
Independent Solutions Wealth Management
New York
$3.77M -$127K -585 -3%
LMKC
1478
L.M. Kohn & Company
Ohio
$3.77M +$3.68M +17,005 New
CCT
1479
Chemung Canal Trust
New York
$3.77M -$6.17M -28,517 -63%
NB
1480
NBT Bank
New York
$3.77M -$29.4K -136 -0.8%
FFA
1481
Fairfield Financial Advisors
Massachusetts
$3.76M +$3.67M +16,975 New
RWA
1482
Roberts Wealth Advisors
California
$3.75M +$38.3K +177 +1%
PT
1483
Plimoth Trust
Massachusetts
$3.75M -$354K -1,639 -9%
WBC
1484
West Branch Capital
Massachusetts
$3.74M -$227K -1,049 -6%
BJL
1485
Brighton Jones LLC
Washington
$3.74M +$184K +850 +5%
SI
1486
Shaker Investments
Ohio
$3.74M +$22.3K +103 +0.6%
WI
1487
WrapManager Inc
California
$3.73M +$327K +1,510 +10%
ST
1488
Smithfield Trust
Pennsylvania
$3.7M -$9.95K -46 -0.3%
GIM
1489
Guardian Investment Management
California
$3.69M +$204K +942 +1%
GCM
1490
Geneva Capital Management
Wisconsin
$3.69M +$39.4K +182 +1%
BOS
1491
Bank of Stockton
California
$3.69M -$63.2K -292 -2%
HCM
1492
Highview Capital Management
Illinois
$3.68M +$424K +1,959 +13%
BAM
1493
Belpointe Asset Management
Nevada
$3.68M +$33.7K +156 +0.9%
BP
1494
Ballentine Partners
Massachusetts
$3.68M +$93K +430 +3%
MWM
1495
Modera Wealth Management
New Jersey
$3.68M -$1.95M -9,019 -35%
AA
1496
Altman Advisors
Illinois
$3.67M +$28.1K +130 +0.8%
OMC
1497
Overbrook Management Corp
New York
$3.67M +$79.2K +366 +2%
CNC
1498
Canandaigua National Corp
New York
$3.67M +$482K +2,230 +16%
FWM
1499
Fairhaven Wealth Management
Illinois
$3.66M +$54.9K +254 +2%
SACTSONJ
1500
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.66M -$324K -1,500 -8%
58 59
60
61 62