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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
801
Blue Fin Capital
Rhode Island
$247K – – –
PGIM
802
Pacific Global Investment Management
California
$246K -$698 -6 -0.3%
GW
803
GW & Wade
Massachusetts
$245K -$44.8K -385 -15%
SWA
804
SOA Wealth Advisors
New York
$245K -$16.3K -140 -6%
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$245K +$10.3K +89 +4%
ONB
806
Old National Bancorp
Indiana
$243K -$114K -980 -31%
RRA
807
Round Rock Advisors
Connecticut
$243K -$1.4K -12 -0.6%
HHGA
808
Halbert Hargrove Global Advisors
California
$243K +$5.35K +46 +2%
DT
809
Diversified Trust
Tennessee
$242K +$5.12K +44 +2%
VAS
810
Vestmark Advisory Solutions
Massachusetts
$242K +$248K +2,132 New
PWP
811
Principle Wealth Partners
Connecticut
$241K – – –
WPW
812
Waldron Private Wealth
Pennsylvania
$240K +$9.88K +85 +4%
AWA
813
Arkadios Wealth Advisors
Georgia
$240K +$48.1K +414 +24%
BOPW
814
Brandywine Oak Private Wealth
Pennsylvania
$239K -$4.07K -35 -2%
BAM
815
Belpointe Asset Management
Nevada
$237K -$45.2K -389 -16%
NHC
816
Nicholas Hoffman & Company
Georgia
$237K +$116 +1 +0%
APG
817
Abacus Planning Group
South Carolina
$237K +$233 +2 +0.1%
SHFA
818
SS&H Financial Advisors
Michigan
$236K -$264K -2,270 -52%
ISL
819
Ingalls & Snyder LLC
New York
$236K – – –
MCM
820
Maryland Capital Management
Maryland
$236K – – –
CWG
821
Cornerstone Wealth Group
North Carolina
$234K +$10.8K +93 +5%
BFM
822
Boston Financial Management
Massachusetts
$233K -$14.5K -125 -6%
CA
823
Carson Advisory
Georgia
$233K – – –
HTC
824
Haverford Trust Company
Pennsylvania
$230K – – –
OWM
825
OneAscent Wealth Management
Alabama
$230K +$1.51K +13 +0.6%
31 32
33
34 35