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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
926
Everhart Financial Group
Ohio
$231K +$218K +667 New
Centiva Capital
927
Centiva Capital
New York
$229K +$216K +661 New
DWA
928
Dougherty Wealth Advisers
Minnesota
$228K – – –
Signature Estate & Investment Advisors
929
Signature Estate & Investment Advisors
California
$228K +$216K +659 New
Simplicity Wealth
930
Simplicity Wealth
New Jersey
$228K -$3.1M -9,475 -94%
EL
931
Essex LLC
Illinois
$228K +$215K +658 New
Ameritas Advisory Services
932
Ameritas Advisory Services
Nebraska
$227K +$215K +658 New
FFA
933
Fairfield Financial Advisors
Massachusetts
$227K – – –
CFFP
934
Center for Financial Planning
Michigan
$226K -$65.4K -200 -23%
RFG
935
REAP Financial Group
Texas
$226K +$327 +1 +0.2%
UPS
936
UHLMANN PRICE SECURITIES
Illinois
$225K +$213K +651 New
PP
937
Paloma Partners
Connecticut
$225K -$119K -364 -36%
Benjamin Edwards Inc
938
Benjamin Edwards Inc
Missouri
$224K +$212K +647 New
OWA
939
One Wealth Advisors
California
$224K – – –
FFA
940
Fragasso Financial Advisors
Pennsylvania
$224K +$212K +647 New
FWA
941
FSM Wealth Advisors
Ohio
$222K +$210K +643 New
TNA
942
True North Advisors
Texas
$221K -$23.9K -73 -10%
Empirical Wealth Management
943
Empirical Wealth Management
Washington
$221K +$209K +640 New
PC
944
Port Capital
Illinois
$219K -$87.4K -267 -30%
WA
945
Waddell & Associates
Tennessee
$218K +$206K +629 New
SWK
946
Stephen W. Kidder
$216K +$204K +625 New
Chicago Partners Investment Group
947
Chicago Partners Investment Group
Illinois
$216K -$2.29K -7 -1%
GWM
948
Gitterman Wealth Management
New Jersey
$215K +$203K +622 New
JSAM
949
J. Safra Asset Management
New York
$215K – – –
VCP
950
Verus Capital Partners
Arizona
$215K +$203K +620 New