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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1051
Hartford Financial Management
Connecticut
$439K – – –
CCG
1052
Ceeto Capital Group
Florida
$439K +$543K +2,000 New
MCM
1053
MAI Capital Management
Ohio
$437K -$19.4M -71,639 -97%
CCP
1054
Corient Capital Partners
California
$437K -$83K -306 -13%
RCM
1055
RB Capital Management
Nevada
$435K +$14.1K +52 +3%
CG
1056
Corundum Group
Colorado
$434K +$70K +258 +15%
CAM
1057
Costello Asset Management
Pennsylvania
$434K +$434K +1,601 +426%
FNBT
1058
FineMark National Bank & Trust
Florida
$432K – – –
ISWM
1059
Independent Solutions Wealth Management
New York
$431K -$8.41K -31 -2%
HA
1060
Hamel Associates
New Jersey
$430K -$35.3K -130 -6%
MMG
1061
Monetary Management Group
Missouri
$428K -$6.79K -25 -1%
BCI
1062
Brinker Capital Investments
Pennsylvania
$426K – – –
AAM
1063
Aureus Asset Management
Massachusetts
$423K – – –
MS
1064
Mizuho Securities
Japan
$421K +$328K +1,210 +170%
1SB
1065
1ST Source Bank
Indiana
$420K +$135K +496 +35%
WB
1066
Webster Bank
Connecticut
$418K – – –
BG
1067
Benedetti & Gucer
Georgia
$417K -$16.3K -60 -3%
NGA
1068
Naples Global Advisors
Florida
$416K +$309K +1,138 +150%
CB
1069
Community Bank
New York
$416K +$456K +1,680 +781%
ITIM
1070
Indiana Trust & Investment Management
Indiana
$413K -$4.34K -16 -0.8%
OPS
1071
Orion Portfolio Solutions
Nebraska
$413K +$12.2K +45 +2%
SIG
1072
Sargent Investment Group
Maryland
$413K +$47.5K +175 +10%
PCA
1073
Personal Capital Advisors
California
$409K +$71.6K +264 +16%
TH
1074
TCTC Holdings
Texas
$406K -$27.1K -100 -5%
IAN
1075
Integrated Advisors Network
Texas
$404K +$120K +441 +32%
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