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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
676
Regent Investment Management
Kentucky
$270K – – –
MCM
677
MAI Capital Management
Ohio
$270K +$18.5K +505 +7%
HH
678
Hilltop Holdings
Texas
$269K -$733 -20 -0.3%
WA
679
Wealth Alliance
New York
$268K -$59K -1,610 -18%
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$267K – – –
CWM
681
Connecticut Wealth Management
Connecticut
$266K – – –
FFS
682
Founders Financial Securities
Maryland
$264K +$19.2K +525 +8%
EF
683
Empirical Finance
Pennsylvania
$262K +$258K +7,035 New
BFG
684
Barber Financial Group
Kansas
$260K +$256K +6,995 New
FMWA
685
Forvis Mazars Wealth Advisors
Missouri
$257K +$183 +5 +0.1%
SMH
686
Sanders Morris Harris
Texas
$256K – – –
DILIC
687
Dai-ichi Life Insurance Company
Japan
$253K – – –
MG
688
Mather Group
Illinois
$253K +$733 +20 +0.3%
BBNA
689
Bremer Bank National Association
Minnesota
$252K – – –
TGAM
690
TBH Global Asset Management
Tennessee
$252K – – –
AIM
691
Acropolis Investment Management
Missouri
$251K – – –
6M
692
6 Meridian
Kansas
$250K -$9.53K -260 -4%
VWM
693
Valley Wealth Managers
New Jersey
$250K +$246K +6,720 New
ONST
694
Old North State Trust
North Carolina
$249K -$14.7K -400 -6%
GWM
695
Greenwich Wealth Management
Connecticut
$248K +$29.3K +800 +14%
CAL
696
Capital Advisors Ltd
Ohio
$248K +$188K +5,125 +331%
PL
697
Parthenon LLC
Kentucky
$247K – – –
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$246K – – –
MHR
699
Matthew Hamilton Rosenberg
$243K -$16.3K -445 -6%
CI
700
Conning Inc
Connecticut
$242K -$25.7K -700 -10%
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