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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1226
Integrated Wealth Concepts
Massachusetts
$373K +$7.3K +25 +2%
SEIA
1227
Signature Estate & Investment Advisors
California
$372K +$1.75K +6 +0.4%
CFA
1228
Cahill Financial Advisors
Minnesota
$366K +$79.7K +273 +26%
AIM
1229
AIA Investment Management
Singapore
$366K +$387K +1,325 New
FNT
1230
First National Trust
Pennsylvania
$365K -$70.1K -240 -15%
CIA
1231
CSat Investment Advisory
Michigan
$363K +$47K +161 +14%
ERIM
1232
Eagle Ridge Investment Management
Connecticut
$362K -$94.9K -325 -20%
TW
1233
TrinityPoint Wealth
Connecticut
$362K
TI
1234
Tidal Investments
Wisconsin
$361K +$382K +1,308 New
VC
1235
Vicus Capital
Pennsylvania
$360K -$6.42K -22 -2%
JIC
1236
Joel Isaacson & Co
New York
$357K -$30.9K -106 -8%
SWA
1237
Sutton Wealth Advisors
Florida
$357K
HCP
1238
Holt Capital Partners
Texas
$352K
VWA
1239
V Wealth Advisors
Kansas
$352K +$372K +1,273 New
PMFA
1240
Plante Moran Financial Advisors
Michigan
$351K -$54.3K -186 -13%
CCA
1241
Conestoga Capital Advisors
Pennsylvania
$351K -$17.5K -60 -5%
PFS
1242
Prospera Financial Services
Texas
$350K +$24.8K +85 +7%
LPIC
1243
LeJeune Puetz Investment Counsel
Michigan
$349K
ECAM
1244
East Coast Asset Management
Massachusetts
$347K
WAG
1245
Winthrop Advisory Group
Massachusetts
$344K +$584 +2 +0.2%
PPCM
1246
Pillar Pacific Capital Management
California
$338K +$9.05K +31 +3%
AF
1247
Advisornet Financial
Minnesota
$338K +$37.4K +128 +12%
MA
1248
Mutual Advisors
Nebraska
$337K +$37.7K +129 +12%
JHCP
1249
Jackson Hole Capital Partners
Oklahoma
$332K
EAM
1250
Evanson Asset Management
California
$331K +$876 +3 +0.3%