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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1001
Lafayette Investments
Maryland
$667K -$72K -300 -10%
DPIM
1002
Duff & Phelps Investment Management
Illinois
$665K – – –
BOTW
1003
Bank of the West
California
$663K -$33.8K -141 -5%
FCA
1004
FLC Capital Advisors
California
$663K -$29.5K -123 -5%
SB
1005
Simmons Bank
Arkansas
$663K +$24K +100 +4%
XWM
1006
Xcel Wealth Management
Florida
$657K -$292K -1,215 -32%
MWM
1007
Modera Wealth Management
New Jersey
$657K +$610K +2,541 New
BAM
1008
Berkshire Asset Management
Pennsylvania
$656K +$21.4K +89 +4%
PP
1009
Palladium Partners
Virginia
$653K -$37.2K -155 -6%
NFSG
1010
Newbridge Financial Services Group
Florida
$652K – – –
NGA
1011
Naples Global Advisors
Florida
$649K +$147K +612 +32%
KA
1012
KLCM Advisors
Wisconsin
$647K -$397K -1,655 -40%
MHIC
1013
Marble Harbor Investment Counsel
Massachusetts
$647K +$168K +700 +39%
CC
1014
Cornerstone Capital
California
$645K +$599K +2,495 New
CCP
1015
Corient Capital Partners
California
$643K +$118K +492 +25%
MCC
1016
Money Concepts Capital
Florida
$641K +$595K +2,478 New
MMPW
1017
Mitchell McLeod Pugh & Williams
Alabama
$636K +$21.6K +90 +4%
SIA
1018
SkyView Investment Advisors
New Jersey
$636K +$4.56M +19,006 +712%
CG
1019
Corundum Group
Colorado
$633K +$113K +472 +24%
BIA
1020
BHK Investment Advisors
Alabama
$630K +$44.6K +186 +8%
LFA
1021
Laraway Financial Advisors
Minnesota
$630K +$586K +2,440 New
EB
1022
Eastern Bank
Massachusetts
$629K -$11.5M -48,119 -95%
CI
1023
Conning Inc
Connecticut
$628K -$56.6K -236 -9%
VFPI
1024
Vantage Financial Partners (Illinois)
Illinois
$627K +$48K +200 +9%
I
1025
IMPACTfolio
Colorado
$627K +$582K +2,423 New
39 40
41
42 43