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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
951
First Bank & Trust
South Dakota
$512K -$30.6K -207 -5%
HCM
952
Hilton Capital Management
New York
$507K – – –
KIA
953
KCM Investment Advisors
California
$507K +$117K +792 +27%
OIA
954
OneDigital Investment Advisors
Kansas
$503K +$102K +687 +23%
CA
955
Clearstead Advisors
Ohio
$500K -$1.48K -10 -0.3%
NCL
956
Nishkama Capital LLC
Puerto Rico
$493K +$532K +3,600 New
XWM
957
Xcel Wealth Management
Florida
$490K +$529K +3,578 New
QC
958
QCM Cayman
Texas
$488K +$341K +2,309 +185%
BRC
959
Bell Rock Capital
Delaware
$486K -$176K -1,191 -25%
NA
960
Neuburgh Advisers
California
$485K -$985K -6,664 -65%
MA
961
Montag & Associates
Georgia
$482K -$529K -3,575 -50%
BS
962
Bessemer Securities
New York
$479K +$517K +3,495 New
DWM
963
Destination Wealth Management
California
$478K +$223K +1,510 +76%
BCP
964
Berkeley Capital Partners
Georgia
$475K +$248K +1,680 +94%
IWP
965
Icon Wealth Partners
Texas
$474K +$31.2K +211 +6%
VNA
966
Valley National Advisers
Pennsylvania
$471K -$101K -684 -17%
EWM
967
Edge Wealth Management
New York
$471K +$166K +1,120 +48%
LC
968
Lindbrook Capital
California
$471K +$508K +3,439 New
FA
969
FDx Advisors
Illinois
$470K -$779K -5,266 -61%
STA
970
Summit Trail Advisors
New York
$469K +$66.5K +450 +15%
VIA
971
Vident Investment Advisory
Georgia
$467K -$3.15M -21,293 -86%
AFG
972
Albion Financial Group
Utah
$466K -$90.3K -611 -15%
RCAG
973
Rehmann Capital Advisory Group
Michigan
$465K +$124K +842 +33%
BWAM
974
Boyd Watterson Asset Management
Ohio
$463K -$175K -1,185 -26%
CI
975
Conning Inc
Connecticut
$460K – – –
37 38
39
40 41