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Name Holding Trade Value Shares
Change
Change in
Stake
WB
1001
Webster Bank
Connecticut
$502K
MFA
1002
Mayflower Financial Advisors
Massachusetts
$498K +$532K +1,920 New
CFGS
1003
Concourse Financial Group Securities
Alabama
$497K -$46.5K -168 -8%
JWM
1004
JGP Wealth Management
Oregon
$496K
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$493K -$5.82K -21 -1%
ITIM
1006
Indiana Trust & Investment Management
Indiana
$493K
BCA
1007
Berman Capital Advisors
Georgia
$493K +$21.6K +78 +4%
RIA
1008
Regal Investment Advisors
Michigan
$491K +$523K +1,890 New
TWM
1009
TriaGen Wealth Management
California
$488K +$521K +1,881 New
IWA
1010
IVC Wealth Advisors
Pennsylvania
$487K +$519K +1,875 New
CI
1011
Clal Insurance
Israel
$485K
LWM
1012
Lyell Wealth Management
California
$482K +$20.5K +74 +4%
MMG
1013
Monetary Management Group
Missouri
$480K -$13.8K -50 -3%
PPW
1014
Pasadena Private Wealth
California
$480K
RCM
1015
RB Capital Management
Nevada
$480K +$831 +3 +0.2%
Vanguard Personalized Indexing Management
1016
Vanguard Personalized Indexing Management
California
$480K +$52.6K +190 +11%
RCAG
1017
Rehmann Capital Advisory Group
Michigan
$477K -$66.8K -241 -12%
CCP
1018
Corient Capital Partners
California
$476K +$19.7K +71 +4%
IRC
1019
Investors Research Corp
Georgia
$475K
JWCA
1020
J.W. Cole Advisors
Florida
$473K -$369K -1,331 -42%
JSC
1021
Jackson Square Capital
California
$472K -$4.71K -17 -0.9%
SIC
1022
Samalin Investment Counsel
New York
$470K +$501K +1,808 New
MHIC
1023
Marble Harbor Investment Counsel
Massachusetts
$467K
CPIA
1024
Cornell Pochily Investment Advisors
New York
$467K +$277 +1 +0.1%
WTC
1025
WhitTier Trust Company
Nevada
$467K +$138K +500 +38%