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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
701
DC Investments Management
Virginia
$635K – – –
MCM
702
MAI Capital Management
Ohio
$634K +$197K +773 +46%
GL
703
Graypoint LLC
New York
$626K -$23K -90 -4%
XT
704
XTX Topco
Cayman Islands
$618K +$612K +2,394 New
FC
705
Farringdon Capital
United Kingdom
$614K +$607K +2,378 New
WS
706
Wedbush Securities
California
$605K +$22.7K +89 +4%
HCA
707
Harbor Capital Advisors
Illinois
$600K +$15.3K +60 +3%
BTI
708
Blue Trust Inc
Georgia
$600K -$189K -741 -24%
TA
709
Tectonic Advisors
Texas
$596K – – –
GT
710
Greenleaf Trust
Michigan
$593K +$24.8K +97 +4%
SAM
711
Shell Asset Management
Netherlands
$593K +$241K +944 +70%
HFM
712
Hartford Funds Management
Pennsylvania
$589K +$33.7K +132 +6%
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$584K -$4.6K -18 -0.8%
BTWM
714
Baker Tilly Wealth Management
Wisconsin
$581K +$29.9K +117 +5%
OAM
715
Ostrum Asset Management
France
$579K +$50.3K +197 +10%
GC
716
Garde Capital
Washington
$579K -$224K -875 -28%
MFG
717
Merit Financial Group
Georgia
$578K +$572K +2,240 New
FCBT
718
First Citizens Bank & Trust
North Carolina
$575K -$69.2K -271 -11%
AWM
719
Apollon Wealth Management
South Carolina
$572K -$31.4K -123 -5%
FLPIM
720
F.L. Putnam Investment Management
Massachusetts
$566K -$56.2K -220 -9%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563K -$23.8K -93 -4%
BOH
722
Bank of Hawaii
Hawaii
$562K – – –
GSEP
723
Golden State Equity Partners
California
$559K +$163K +639 +42%
PI
724
PFG Investments
New York
$557K -$1.53K -6 -0.3%
CIA
725
Concurrent Investment Advisors
Florida
$557K +$71K +278 +15%
27 28
29
30 31