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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Cresset Asset Management
Illinois
$164K +$189K +3,040 New
DBT
702
Dubuque Bank & Trust
Iowa
$163K – – –
RMC
703
Resources Management Corp
Connecticut
$154K – – –
TC
704
Trust Company
Kansas
$149K +$48.7K +784 +40%
SIS
705
Sound Income Strategies
Florida
$148K +$159K +2,561 +1,392%
LPWM
706
Lake Point Wealth Management
Texas
$144K +$165K +2,660 New
TCM
707
Tradewinds Capital Management
Washington
$138K – – –
CCM
708
Cribstone Capital Management
Maine
$137K – – –
BAM
709
Belpointe Asset Management
Nevada
$136K -$14.2K -229 -8%
AIM
710
Anchor Investment Management
South Carolina
$134K – – –
IUHSA
711
Itau Unibanco Holding S.A.
Brazil
$130K -$130K -2,092 -46%
O
712
Ossiam
France
$125K +$144K +2,318 New
FWM
713
Focused Wealth Management
New York
$123K – – –
MAM
714
Meeder Asset Management
Ohio
$123K +$142K +2,280 New
S
715
SignatureFD
Georgia
$122K +$87.3K +1,406 +163%
ACA
716
Atlas Capital Advisors
Wyoming
$114K -$90.5K -1,457 -41%
HCM
717
Highlander Capital Management
New Jersey
$112K – – –
RCAG
718
Rehmann Capital Advisory Group
Michigan
$112K +$1.12K +18 +0.9%
PA
719
Parallel Advisors
California
$108K -$103K -1,652 -45%
WB
720
Webster Bank
Connecticut
$108K -$69.9K -1,125 -36%
TNBTD
721
Trustmark National Bank Trust Department
Mississippi
$108K – – –
MWNA
722
Marshall Wace North America
New York
$108K +$124K +2,001 New
MCA
723
Mercer Capital Advisers
New Jersey
$107K – – –
EWM
724
Endurance Wealth Management
Rhode Island
$106K – – –
RWA
725
Ropes Wealth Advisors
Massachusetts
$106K – – –
27 28
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