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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
751
Premier Asset Management
Illinois
$260K +$254K +2,400 New
FRM
752
Fox Run Management
Connecticut
$259K +$253K +2,394 New
WWM
753
Windsor Wealth Management
Indiana
$258K – – –
PA
754
Pinnacle Associates
New York
$256K -$31.8K -300 -11%
BHWM
755
Bar Harbor Wealth Management
New Hampshire
$256K – – –
BFC
756
Blue Fin Capital
Rhode Island
$254K -$20.2K -191 -8%
PGFC
757
Peapack-Gladstone Financial Corp
New Jersey
$253K +$953 +9 +0.4%
PNC
758
Park National Corp
Ohio
$251K +$741 +7 +0.3%
BMC
759
Beaton Management Company
Massachusetts
$250K – – –
BMA
760
Brooks Moore & Associates
Tennessee
$249K -$74.1K -700 -23%
BAM
761
Belpointe Asset Management
Nevada
$249K -$69K -652 -22%
PP
762
Professional Planning
California
$249K -$43.4K -410 -15%
MIM
763
Marco Investment Management
Georgia
$249K – – –
TA
764
Tiedemann Advisors
New York
$249K +$243K +2,297 New
FLPIM
765
F.L. Putnam Investment Management
Massachusetts
$248K -$51.9K -490 -18%
RA
766
RFG Advisory
Alabama
$246K +$847 +8 +0.4%
WA
767
WealthTrust Axiom
Pennsylvania
$246K +$10.6K +100 +5%
BFA
768
Beaumont Financial Advisors
Massachusetts
$243K -$9.63K -91 -4%
HSA
769
HBK Sorce Advisory
Pennsylvania
$243K +$19.3K +182 +9%
LNB
770
Ledyard National Bank
$241K +$235K +2,224 New
AIM
771
Anchor Investment Management
South Carolina
$240K – – –
HFG
772
Heron Financial Group
New York
$240K – – –
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$240K – – –
LOAME
774
Lombard Odier Asset Management (Europe)
United Kingdom
$240K +$235K +2,220 New
WSC
775
Wellington Shields & Co
New York
$238K -$76.2K -720 -25%
29 30
31
32 33