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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Cribstone Capital Management
Maine
$137K – – –
BAM
702
Belpointe Asset Management
Nevada
$136K -$14.2K -229 -8%
AIM
703
Anchor Investment Management
South Carolina
$134K – – –
IUHSA
704
Itau Unibanco Holding S.A.
Brazil
$130K -$130K -2,092 -46%
O
705
Ossiam
France
$125K +$144K +2,318 New
FWM
706
Focused Wealth Management
New York
$123K – – –
MAM
707
Meeder Asset Management
Ohio
$123K +$142K +2,280 New
S
708
SignatureFD
Georgia
$122K +$87.3K +1,406 +163%
ACA
709
Atlas Capital Advisors
Wyoming
$114K -$90.5K -1,457 -41%
HCM
710
Highlander Capital Management
New Jersey
$112K – – –
RCAG
711
Rehmann Capital Advisory Group
Michigan
$112K +$1.12K +18 +0.9%
PA
712
Parallel Advisors
California
$108K -$103K -1,652 -45%
WB
713
Webster Bank
Connecticut
$108K -$69.9K -1,125 -36%
TNBTD
714
Trustmark National Bank Trust Department
Mississippi
$108K – – –
MWNA
715
Marshall Wace North America
New York
$108K +$124K +2,001 New
MCA
716
Mercer Capital Advisers
New Jersey
$107K – – –
EWM
717
Endurance Wealth Management
Rhode Island
$106K – – –
RWA
718
Ropes Wealth Advisors
Massachusetts
$106K – – –
AOWM
719
Alpha Omega Wealth Management
Virginia
$104K -$6.21K -100 -5%
LC
720
Lindbrook Capital
California
$99K +$115K +1,853 New
WEC
721
Winslow Evans & Crocker
Massachusetts
$96K -$6.21K -100 -5%
HCM
722
Hilton Capital Management
New York
$96K – – –
PCG
723
Private Capital Group
Connecticut
$96K +$1.99K +32 +2%
HFM
724
Hartford Financial Management
Connecticut
$93K -$2.73K -44 -2%
BWM
725
BerganKDV Wealth Management
Minnesota
$93K +$1.43K +23 +1%
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