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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1026
Jackson Square Capital
California
$564K +$42.5K +165 +9%
CFGS
1027
Concourse Financial Group Securities
Alabama
$562K +$14.9K +58 +3%
IWA
1028
IVC Wealth Advisors
Pennsylvania
$560K +$24.5K +95 +5%
MCC
1029
Money Concepts Capital
Florida
$551K -$235K -913 -32%
XWM
1030
Xcel Wealth Management
Florida
$550K -$50.2K -195 -9%
WB
1031
Webster Bank
Connecticut
$549K – – –
IWC
1032
Integrated Wealth Concepts
Massachusetts
$549K +$140K +544 +39%
AAM
1033
Aureus Asset Management
Massachusetts
$548K -$956K -3,710 -66%
MFA
1034
Mayflower Financial Advisors
Massachusetts
$548K +$2.58K +10 +0.5%
RCM
1035
RB Capital Management
Nevada
$540K +$13.4K +52 +3%
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$539K +$15.7K +61 +3%
IAIM
1037
International Assets Investment Management
Florida
$538K +$4.34M +16,836 New
WAM
1038
Wolverine Asset Management
Illinois
$537K +$488K +1,894 New
ITIM
1039
Indiana Trust & Investment Management
Indiana
$535K -$4.12K -16 -0.8%
MMG
1040
Monetary Management Group
Missouri
$525K – – –
PPW
1041
Pasadena Private Wealth
California
$525K – – –
GI
1042
GAMCO Investors
Connecticut
$521K +$68.8K +267 +17%
IRC
1043
Investors Research Corp
Georgia
$520K – – –
MAG
1044
MRA Advisory Group
New Jersey
$519K +$87.8K +341 +23%
BIA
1045
BHK Investment Advisors
Alabama
$514K +$2.58K +10 +0.5%
SC
1046
SouthState Corp
Florida
$514K +$30.7K +119 +7%
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$513K -$23.7K -92 -5%
TCM
1048
Tufton Capital Management
Maryland
$512K +$6.44K +25 +1%
CPIA
1049
Cornell Pochily Investment Advisors
New York
$511K – – –
MHIC
1050
Marble Harbor Investment Counsel
Massachusetts
$511K – – –
40 41
42
43 44