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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Checchi Capital Advisers
California
$599K +$890 +3 +0.1%
IAIM
1027
International Assets Investment Management
Florida
$598K -$4.4M -14,830 -88%
TWA
1028
TCI Wealth Advisors
Arizona
$598K +$2.08K +7 +0.4%
TNB
1029
Thomasville National Bank
Georgia
$597K -$5.06M -17,053 -89%
HFM
1030
Hartford Financial Management
Connecticut
$597K – – –
ISWM
1031
Independent Solutions Wealth Management
New York
$596K +$192K +647 +48%
LGA
1032
Lebenthal Global Advisors
New York
$593K +$591K +1,990 New
JSC
1033
Jackson Square Capital
California
$592K – – –
MMG
1034
Monetary Management Group
Missouri
$589K +$37.1K +125 +7%
FNBT
1035
FineMark National Bank & Trust
Florida
$587K +$68.3K +230 +13%
BG
1036
Benedetti & Gucer
Georgia
$586K +$55.8K +188 +11%
IWA
1037
IVC Wealth Advisors
Pennsylvania
$583K -$4.75K -16 -0.8%
CFGS
1038
Concourse Financial Group Securities
Alabama
$582K -$8.31K -28 -1%
TH
1039
TCTC Holdings
Texas
$582K +$46K +155 +9%
IWC
1040
Integrated Wealth Concepts
Massachusetts
$579K +$2.08K +7 +0.4%
XWM
1041
Xcel Wealth Management
Florida
$577K – – –
RCM
1042
RB Capital Management
Nevada
$577K +$9.2K +31 +2%
AAM
1043
Aureus Asset Management
Massachusetts
$576K – – –
IGGA
1044
Iron Gate Global Advisors
Utah
$574K +$95K +320 +20%
TW
1045
TrinityPoint Wealth
Connecticut
$571K +$74.2K +250 +15%
WB
1046
Webster Bank
Connecticut
$569K -$7.42K -25 -1%
HJMC
1047
Hellman Jordan Management Company
Massachusetts
$566K +$563K +1,898 New
ALAM
1048
Asahi Life Asset Management
Japan
$565K -$81.6K -275 -13%
ACI
1049
Alpha Cubed Investments
California
$561K +$263K +887 +89%
QCG
1050
Quadrant Capital Group
Ohio
$556K +$41K +138 +8%
40 41
42
43 44