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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
626
Harrington Investments
California
$491K – – –
MIM
627
Montgomery Investment Management
Maryland
$491K – – –
AG
628
Aperio Group
California
$487K -$62.6K -630 -12%
9WM
629
9258 Wealth Management
Ohio
$487K – – –
ED
630
Exane Derivatives
France
$478K -$70.6K -710 -13%
JWBC
631
J.W. Burns & Co
New York
$476K +$94.4K +950 +26%
EI
632
Ethic Inc
New York
$474K +$239K +2,400 +108%
FNBT
633
FineMark National Bank & Trust
Florida
$472K -$20.9K -210 -4%
DT
634
Diversified Trust
Tennessee
$472K -$4.97K -50 -1%
LC
635
Lindbrook Capital
California
$464K +$3.98K +40 +0.9%
OWP
636
Obermeyer Wealth Partners
Colorado
$460K -$92.5K -930 -17%
EP
637
Eudaimonia Partners
Tennessee
$460K -$21.9K -220 -5%
HIMC
638
Heritage Investors Management Corp
Maryland
$460K – – –
FAM
639
Fulcrum Asset Management
United Kingdom
$458K -$818K -8,230 Closed
GCAC
640
Guardian Capital Advisors (Canada)
Ontario, Canada
$456K -$24.9K -250 -6%
FM
641
Family Management
New York
$453K +$440K +4,430 New
WP
642
WealthSource Partners
California
$451K – – –
CWM
643
Cornerstone Wealth Management
Missouri
$447K +$13.9K +140 +3%
SIAS
644
Shine Investment Advisory Services
Colorado
$446K -$133K -1,340 -24%
GT
645
Glenview Trust
Kentucky
$445K +$34.8K +350 +9%
AIC
646
Ameritas Investment Company
Nebraska
$437K – – –
FANJ
647
Financial Architects (New Jersey)
New Jersey
$437K – – –
SIA
648
Soltis Investment Advisors
Utah
$432K – – –
TCM
649
Traynor Capital Management
Pennsylvania
$431K -$16.9K -170 -4%
FHC
650
First Horizon Corporation
Tennessee
$430K +$419K +4,210 New
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