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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
McKinley Capital Management
Alaska
$745K +$836K +19,730 New
OBWG
1152
Onyx Bridge Wealth Group
New York
$743K -$38.2K -900 -4%
MC
1153
Mathes Company
New York
$740K +$42.4K +1,000 +5%
BFG
1154
Berger Financial Group
Minnesota
$738K -$22.5K -530 -3%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$737K -$31.8K -750 -4%
ASBI
1156
American State Bank (Iowa)
Iowa
$733K -$16.1K -380 -2%
PCIG
1157
Partners Capital Investment Group
Massachusetts
$732K +$233K +5,490 +39%
SIS
1158
Strategic Investment Solutions
Illinois
$732K +$711K +16,780 +3,356%
AAB
1159
ABN AMRO Bank
Netherlands
$732K – – –
HBT
1160
Heartland Bank & Trust
Illinois
$730K +$8.9K +210 +1%
BFC
1161
Blue Fin Capital
Rhode Island
$727K -$72.5K -1,710 -8%
LHC
1162
Little House Capital
Massachusetts
$725K +$814K +19,200 New
SMA
1163
Sage Mountain Advisors
Georgia
$724K +$50.4K +1,190 +7%
CFG
1164
Citizens Financial Group
Rhode Island
$723K -$161K -3,800 -17%
NWA
1165
New World Advisors
Massachusetts
$721K -$8.05K -190 -1%
SOW
1166
State of Wyoming
Wyoming
$716K +$348K +8,200 +76%
HWAM
1167
Hennion & Walsh Asset Management
New Jersey
$715K +$14.4K +340 +2%
WAP
1168
Wealthcare Advisory Partners
Pennsylvania
$714K -$5.51K -130 -0.7%
SEC
1169
Seven Eight Capital
New York
$711K +$798K +18,830 New
OP
1170
ORG Partners
Indiana
$711K -$171K -4,030 -18%
AIA
1171
AIMZ Investment Advisors
California
$709K – – –
MWM
1172
Modera Wealth Management
New Jersey
$707K +$79.3K +1,870 +11%
NC
1173
NinePointTwo Capital
California
$704K – – –
TWM
1174
TriaGen Wealth Management
California
$703K +$789K +18,620 New
AGWCA
1175
Annis Gardner Whiting Capital Advisors
Florida
$702K +$788K +18,600 New
45 46
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