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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Aries Wealth Management
Maine
$441K +$539K +11,125 New
FIA
827
Foundations Investment Advisors
Arizona
$440K +$15.8K +326 +3%
MWM
828
Modera Wealth Management
New Jersey
$440K +$24K +496 +5%
EH
829
Equitable Holdings
New York
$439K -$63.9K -1,318 -11%
BC
830
Bartlett & Co
Ohio
$439K +$2.67K +55 +0.5%
BCWM
831
Bartlett & Co Wealth Management
Ohio
$439K +$2.67K +55 +0.5%
JCM
832
Jacobi Capital Management
Pennsylvania
$438K +$535K +11,040 New
FNBT
833
FineMark National Bank & Trust
Florida
$436K -$2.62K -54 -0.5%
GCM
834
Graham Capital Management
Connecticut
$436K +$60.7K +1,253 +13%
SWMP
835
Signature Wealth Management Partners
New Jersey
$434K -$4.12K -85 -0.8%
HCM
836
Hillman Capital Management
Maryland
$432K +$77.6K +1,602 +17%
WSC
837
Wellington Shields & Co
New York
$431K -$118K -2,425 -18%
TCOV
838
Trust Company of Vermont
Vermont
$431K +$59K +1,218 +13%
DCM
839
Deuterium Capital Management
Florida
$430K – – –
AFAS
840
Acorn Financial Advisory Services
Virginia
$429K -$18.5K -382 -3%
OL
841
Optas LLC
Texas
$428K +$34.3K +707 +7%
FMII
842
Farmers & Merchants Investments Inc
Nebraska
$425K -$5.09K -105 -1%
BG
843
Bahl & Gaynor
Ohio
$424K -$165K -3,399 -24%
CA
844
Commerzbank Aktiengesellschaft
Germany
$424K -$139K -2,868 -21%
CIAS
845
Capital Investment Advisory Services
North Carolina
$424K -$77.3K -1,595 -13%
RE
846
RBC Europe
United Kingdom
$424K – – –
LS
847
Livforsakringsbolaget Skandia
Sweden
$419K -$218K -4,494 -30%
BTW
848
Boston Trust Walden
Massachusetts
$416K -$273K -5,639 -35%
4WM
849
44 Wealth Management
Oregon
$415K +$2.96K +61 +0.6%
AF
850
Advisornet Financial
Minnesota
$411K +$19.9K +411 +4%
32 33
34
35 36