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Name Holding Trade Value Shares
Change
Change in
Stake
FM
926
Family Management
New York
$256K – – –
WWP
927
Walden Wealth Partners
Ohio
$256K +$228K +1,700 New
ARC
928
Advisor Resource Council
Texas
$256K +$227K +1,696 New
Bank Julius Baer & Co
929
Bank Julius Baer & Co
Switzerland
$255K +$227K +1,696 New
DWM
930
Drive Wealth Management
Utah
$252K +$224K +1,672 New
HS
931
Horan Securities
United States
$251K – – –
EWM
932
Evercore Wealth Management
New York
$251K +$223K +1,664 New
CBT
933
Central Bank & Trust
Kentucky
$251K -$22.5K -168 -9%
SAM
934
S.A. Mason
Michigan
$250K – – –
FA
935
FDx Advisors
Illinois
$250K +$222K +1,660 New
Empower Advisory Group
936
Empower Advisory Group
Colorado
$249K +$221K +1,652 New
1SB
937
1ST Source Bank
Indiana
$248K +$221K +1,648 New
PFS
938
Prospera Financial Services
Texas
$248K +$220K +1,644 New
MFIM
939
Mesirow Financial Investment Management
Illinois
$247K +$220K +1,640 New
PCM
940
Penserra Capital Management
California
$243K -$302K -2,256 -58%
CAM
941
Claret Asset Management
Quebec, Canada
$242K +$215K +1,608 New
NAG
942
Northstar Advisory Group
New Jersey
$242K +$215K +1,604 New
ABLA
943
Alan B. Lancz & Associates
Ohio
$241K +$214K +1,600 New
OCM
944
One Capital Management
California
$241K +$214K +1,600 New
SPC
945
Sigma Planning Corp
Michigan
$240K -$160K -1,196 -43%
WAG
946
Winthrop Advisory Group
Massachusetts
$240K +$213K +1,592 New
OAM
947
Oxford Asset Management
United Kingdom
$240K +$213K +1,592 New
AFG
948
Altiora Financial Group
Ohio
$235K +$209K +1,560 New
GCM
949
Greenland Capital Management
New York
$235K +$209K +1,560 New
GWANC
950
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$209K +1,560 New