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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1026
Integrated Wealth Concepts
Massachusetts
$549K +$140K +544 +39%
AAM
1027
Aureus Asset Management
Massachusetts
$548K -$956K -3,710 -66%
MFA
1028
Mayflower Financial Advisors
Massachusetts
$548K +$2.58K +10 +0.5%
RCM
1029
RB Capital Management
Nevada
$540K +$13.4K +52 +3%
RCAG
1030
Rehmann Capital Advisory Group
Michigan
$539K +$15.7K +61 +3%
IAIM
1031
International Assets Investment Management
Florida
$538K +$4.34M +16,836 New
WAM
1032
Wolverine Asset Management
Illinois
$537K +$488K +1,894 New
ITIM
1033
Indiana Trust & Investment Management
Indiana
$535K -$4.12K -16 -0.8%
MMG
1034
Monetary Management Group
Missouri
$525K – – –
PPW
1035
Pasadena Private Wealth
California
$525K – – –
GI
1036
GAMCO Investors
Connecticut
$521K +$68.8K +267 +17%
IRC
1037
Investors Research Corp
Georgia
$520K – – –
MAG
1038
MRA Advisory Group
New Jersey
$519K +$87.8K +341 +23%
BIA
1039
BHK Investment Advisors
Alabama
$514K +$2.58K +10 +0.5%
SC
1040
SouthState Corp
Florida
$514K +$30.7K +119 +7%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$513K -$23.7K -92 -5%
TCM
1042
Tufton Capital Management
Maryland
$512K +$6.44K +25 +1%
CPIA
1043
Cornell Pochily Investment Advisors
New York
$511K – – –
MHIC
1044
Marble Harbor Investment Counsel
Massachusetts
$511K – – –
WTC
1045
WhitTier Trust Company
Nevada
$511K – – –
GF
1046
Gabelli Funds
New York
$511K +$38.6K +150 +9%
CCM
1047
Crew Capital Management
Ohio
$511K +$463K +1,799 New
EWM
1048
Evermay Wealth Management
Virginia
$510K – – –
TH
1049
TCTC Holdings
Texas
$509K +$53.8K +209 +13%
FB
1050
Fulton Bank
Pennsylvania
$508K +$59.8K +232 +15%
40 41
42
43 44