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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1001
FLC Capital Advisors
California
$663K -$29.5K -123 -5%
SB
1002
Simmons Bank
Arkansas
$663K +$24K +100 +4%
XWM
1003
Xcel Wealth Management
Florida
$657K -$292K -1,215 -32%
MWM
1004
Modera Wealth Management
New Jersey
$657K +$610K +2,541 New
BAM
1005
Berkshire Asset Management
Pennsylvania
$656K +$21.4K +89 +4%
PP
1006
Palladium Partners
Virginia
$653K -$37.2K -155 -6%
NFSG
1007
Newbridge Financial Services Group
Florida
$652K – – –
NGA
1008
Naples Global Advisors
Florida
$649K +$147K +612 +32%
KA
1009
KLCM Advisors
Wisconsin
$647K -$397K -1,655 -40%
MHIC
1010
Marble Harbor Investment Counsel
Massachusetts
$647K +$168K +700 +39%
CC
1011
Cornerstone Capital
California
$645K +$599K +2,495 New
CCP
1012
Corient Capital Partners
California
$643K +$118K +492 +25%
MCC
1013
Money Concepts Capital
Florida
$641K +$595K +2,478 New
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$636K +$21.6K +90 +4%
SIA
1015
SkyView Investment Advisors
New Jersey
$636K +$4.56M +19,006 +712%
CG
1016
Corundum Group
Colorado
$633K +$113K +472 +24%
BIA
1017
BHK Investment Advisors
Alabama
$630K +$44.6K +186 +8%
LFA
1018
Laraway Financial Advisors
Minnesota
$630K +$586K +2,440 New
EB
1019
Eastern Bank
Massachusetts
$629K -$11.5M -48,119 -95%
CI
1020
Conning Inc
Connecticut
$628K -$56.6K -236 -9%
VFPI
1021
Vantage Financial Partners (Illinois)
Illinois
$627K +$48K +200 +9%
I
1022
IMPACTfolio
Colorado
$627K +$582K +2,423 New
TMAM
1023
Tokio Marine Asset Management
Japan
$624K +$31K +129 +6%
PA
1024
PSI Advisors
Florida
$623K +$51.6K +215 +10%
SC
1025
Searle & Co
Connecticut
$621K +$216K +900 +60%
39 40
41
42 43