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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
626
9258 Wealth Management
Ohio
$487K – – –
ED
627
Exane Derivatives
France
$478K -$70.6K -710 -13%
JWBC
628
J.W. Burns & Co
New York
$476K +$94.4K +950 +26%
EI
629
Ethic Inc
New York
$474K +$239K +2,400 +108%
FNBT
630
FineMark National Bank & Trust
Florida
$472K -$20.9K -210 -4%
DT
631
Diversified Trust
Tennessee
$472K -$4.97K -50 -1%
LC
632
Lindbrook Capital
California
$464K +$3.98K +40 +0.9%
OWP
633
Obermeyer Wealth Partners
Colorado
$460K -$92.5K -930 -17%
EP
634
Eudaimonia Partners
Tennessee
$460K -$21.9K -220 -5%
HIMC
635
Heritage Investors Management Corp
Maryland
$460K – – –
FAM
636
Fulcrum Asset Management
United Kingdom
$458K -$818K -8,230 Closed
GCAC
637
Guardian Capital Advisors (Canada)
Ontario, Canada
$456K -$24.9K -250 -6%
FM
638
Family Management
New York
$453K +$440K +4,430 New
WP
639
WealthSource Partners
California
$451K – – –
CWM
640
Cornerstone Wealth Management
Missouri
$447K +$13.9K +140 +3%
SIAS
641
Shine Investment Advisory Services
Colorado
$446K -$133K -1,340 -24%
GT
642
Glenview Trust
Kentucky
$445K +$34.8K +350 +9%
AIC
643
Ameritas Investment Company
Nebraska
$437K – – –
FANJ
644
Financial Architects (New Jersey)
New Jersey
$437K – – –
SIA
645
Soltis Investment Advisors
Utah
$432K – – –
TCM
646
Traynor Capital Management
Pennsylvania
$431K -$16.9K -170 -4%
FHC
647
First Horizon Corporation
Tennessee
$430K +$419K +4,210 New
OFG
648
OmniStar Financial Group
North Carolina
$428K +$42.7K +430 +11%
VC
649
Vicus Capital
Pennsylvania
$424K +$4.97K +50 +1%
VC
650
Veracity Capital
Georgia
$424K +$412K +4,140 New
24 25
26
27 28