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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
826
WNY Asset Management
New York
$454K -$67.2K -5,315 -15%
MW
827
Marcum Wealth
Ohio
$453K +$45.5K +3,596 +14%
ECM
828
Evergreen Capital Management
Washington
$453K -$3.22M -254,136 -89%
STA
829
Summit Trail Advisors
New York
$451K +$142K +11,231 +60%
DCM
830
Dupont Capital Management
Delaware
$451K +$377K +29,810 New
LSAG
831
Lake Street Advisors Group
New Hampshire
$451K -$81.1K -6,407 -18%
LIA
832
LS Investment Advisors
Michigan
$448K +$2.05K +162 +0.5%
CIC
833
Carnegie Investment Counsel
Ohio
$448K -$68.8K -5,439 -16%
SB
834
Simmons Bank
Arkansas
$446K +$8.6K +680 +2%
MF
835
Manchester Financial
California
$444K +$1.52K +120 +0.4%
PTC
836
Private Trust Company
Ohio
$443K +$59K +4,660 +19%
IC
837
Inscription Capital
Texas
$442K -$31K -2,454 -8%
WSC
838
Wellington Shields & Co
New York
$439K -$6.33K -500 -2%
FIC
839
Family Investment Center
Missouri
$438K -$11.6K -917 -3%
PWM
840
Purus Wealth Management
California
$437K +$22.2K +1,752 +6%
ATFA
841
All Terrain Financial Advisors
Minnesota
$436K – – –
EB
842
Eastern Bank
Massachusetts
$435K – – –
KCFA
843
Key Client Fiduciary Advisors
New Jersey
$433K +$52.3K +4,137 +17%
KJWM
844
Kiley Juergens Wealth Management
Washington
$431K +$33.9K +2,682 +10%
CAC
845
Certified Advisory Corp
Florida
$430K +$15.4K +1,215 +4%
NP
846
NorthRock Partners
Minnesota
$428K -$6.35K -502 -2%
OFG
847
OmniStar Financial Group
North Carolina
$427K +$357K +28,252 New
SF
848
Summit Financial
New Jersey
$427K +$90.3K +7,135 +34%
SWMP
849
Signature Wealth Management Partners
New Jersey
$424K +$139K +11,002 +65%
UM
850
UniSuper Management
Australia
$424K +$354K +28,000 New
32 33
34
35 36