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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
Tufton Capital Management
Maryland
$491K -$30K -120 -7%
WMG
1102
WESCAP Management Group
California
$490K – – –
GI
1103
Gradient Investments
Minnesota
$489K -$17K -68 -4%
GC
1104
Garde Capital
Washington
$489K +$27.5K +110 +7%
PIM
1105
Profit Investment Management
Maryland
$488K – – –
CC
1106
Chicago Capital
Illinois
$487K -$2.75K -11 -0.7%
WG
1107
Wealth Group
North Carolina
$487K +$420K +1,680 New
CI
1108
Conning Inc
Connecticut
$487K -$17.5K -70 -4%
ALAM
1109
Asahi Life Asset Management
Japan
$487K – – –
WB
1110
Webster Bank
Connecticut
$486K -$50K -200 -11%
KA
1111
Kovack Advisors
Florida
$486K -$19.8K -79 -4%
AWM
1112
Aberdeen Wealth Management
Illinois
$485K – – –
SW
1113
SVB Wealth
Massachusetts
$484K -$33K -132 -7%
WBC
1114
Westpac Banking Corp
Australia
$482K +$93.1K +372 +29%
CCA
1115
Checchi Capital Advisers
California
$481K -$21.3K -85 -5%
RCM
1116
RB Capital Management
Nevada
$481K -$500 -2 -0.1%
GA
1117
Geller Advisors
New York
$479K +$4.25K +17 +1%
TCM
1118
Triumph Capital Management
Colorado
$478K +$427K +1,705 New
SC
1119
SouthState Corp
Florida
$477K -$84.3K -337 -17%
PCM
1120
Pointe Capital Management
Michigan
$476K – – –
HNB
1121
Hilltop National Bank
Wyoming
$476K +$411K +1,643 New
JAG
1122
Journey Advisory Group
Kentucky
$473K -$50K -200 -11%
FCAS
1123
First Command Advisory Services
Texas
$472K -$126K -502 -24%
IP
1124
Intellectus Partners
California
$470K -$144K -574 -26%
IC
1125
Inscription Capital
Texas
$469K +$405K +1,620 New
43 44
45
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