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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1026
Monetary Management Group
Missouri
$589K +$37.1K +125 +7%
FNBT
1027
FineMark National Bank & Trust
Florida
$587K +$68.3K +230 +13%
BG
1028
Benedetti & Gucer
Georgia
$586K +$55.8K +188 +11%
IWA
1029
IVC Wealth Advisors
Pennsylvania
$583K -$4.75K -16 -0.8%
CFGS
1030
Concourse Financial Group Securities
Alabama
$582K -$8.31K -28 -1%
TH
1031
TCTC Holdings
Texas
$582K +$46K +155 +9%
IWC
1032
Integrated Wealth Concepts
Massachusetts
$579K +$2.08K +7 +0.4%
XWM
1033
Xcel Wealth Management
Florida
$577K – – –
RCM
1034
RB Capital Management
Nevada
$577K +$9.2K +31 +2%
AAM
1035
Aureus Asset Management
Massachusetts
$576K – – –
IGGA
1036
Iron Gate Global Advisors
Utah
$574K +$95K +320 +20%
TW
1037
TrinityPoint Wealth
Connecticut
$571K +$74.2K +250 +15%
WB
1038
Webster Bank
Connecticut
$569K -$7.42K -25 -1%
HJMC
1039
Hellman Jordan Management Company
Massachusetts
$566K +$563K +1,898 New
ALAM
1040
Asahi Life Asset Management
Japan
$565K -$81.6K -275 -13%
ACI
1041
Alpha Cubed Investments
California
$561K +$263K +887 +89%
QCG
1042
Quadrant Capital Group
Ohio
$556K +$41K +138 +8%
OPS
1043
Orion Portfolio Solutions
Nebraska
$549K +$73K +246 +15%
IRC
1044
Investors Research Corp
Georgia
$546K – – –
RCAG
1045
Rehmann Capital Advisory Group
Michigan
$546K -$19.9K -67 -4%
GI
1046
GAMCO Investors
Connecticut
$544K -$2.67K -9 -0.5%
MCM
1047
MV Capital Management
Maryland
$543K +$11.3K +38 +2%
AWM
1048
Altium Wealth Management
New York
$543K +$53.7K +181 +11%
CF
1049
Centaurus Financial
California
$542K +$157K +528 +41%
TCM
1050
Tufton Capital Management
Maryland
$541K +$2.97K +10 +0.6%
40 41
42
43 44