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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1176
Bartlett & Co
Ohio
$766K +$20K +321 +3%
EI
1177
Ethic Inc
New York
$765K +$107K +1,719 +15%
SWMG
1178
Signature Wealth Management Group
Georgia
$764K +$52K +835 +7%
BHA
1179
Beech Hill Advisors
New York
$764K +$249K +4,000 +44%
SBIA
1180
Sheaff Brock Investment Advisors
Indiana
$753K -$103K -1,652 -11%
FIM
1181
Freedom Investment Management
Connecticut
$753K -$85.3K -1,371 -10%
WEC
1182
Winslow Evans & Crocker
Massachusetts
$752K -$134K -2,160 -14%
PM
1183
Penbrook Management
New York
$752K +$74K +1,190 +10%
LWM
1184
Laidlaw Wealth Management
New York
$751K -$127K -2,038 -14%
FCH
1185
Freestone Capital Holdings
Washington
$742K +$228K +3,671 +41%
TC
1186
Trust Company
Kansas
$741K +$158K +2,540 +25%
EPA
1187
Element Pointe Advisors
Florida
$740K +$9.64K +155 +1%
KCM
1188
Kendall Capital Management
Maryland
$738K -$35.5K -570 -4%
BFM
1189
Boston Financial Management
Massachusetts
$736K -$189K -3,045 -19%
VAS
1190
Vestmark Advisory Solutions
Massachusetts
$735K -$94.9K -1,525 -11%
WIP
1191
Wellesley Investment Partners
Massachusetts
$732K -$129K -2,079 -14%
VC
1192
Vicus Capital
Pennsylvania
$729K -$114K -1,834 -13%
FL
1193
Fort LP
Maryland
$722K +$536K +8,621 +230%
DLHL
1194
Donald L. Hagan LLC
Florida
$722K +$769K +12,362 New
WANY
1195
Wealthspire Advisors (New York)
New York
$721K -$525K -8,443 -41%
WA
1196
Wealth Alliance
New York
$720K +$55.3K +889 +8%
PP
1197
Patten & Patten
Tennessee
$719K +$38.3K +615 +5%
OSAM
1198
O'Shaughnessy Asset Management
Connecticut
$719K +$182K +2,923 +31%
CQS
1199
Credential Qtrade Securities
$714K -$8.28K -133 -1%
TCM
1200
Traynor Capital Management
Pennsylvania
$714K +$46.5K +748 +7%
46 47
48
49 50