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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
476
J.W. Cole Advisors
Florida
$1.04M -$1.17M -4,403 -60%
PGWM
477
Parisi Gray Wealth Management
New Jersey
$1.02M +$127K +478 +20%
CAM
478
Covenant Asset Management
New Jersey
$998K +$3.72K +14 +0.5%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$996K +$747K +2,808 New
ARAM
480
Ardmore Road Asset Management
New York
$993K +$745K +2,800 New
CPM
481
Connective Portfolio Management
New York
$993K +$745K +2,800 New
GP
482
Guardian Partners
Canada
$993K +$745K +2,800 New
SC
483
Savant Capital
Illinois
$984K -$371K -1,395 -33%
HS
484
HighVista Strategies
Massachusetts
$957K +$718K +2,700 New
MCM
485
MAI Capital Management
Ohio
$954K +$410K +1,541 +134%
DF
486
DNCA Finance
France
$952K +$714K +2,685 New
ATS
487
Ashton Thomas Securities
New York
$948K +$658K +2,473 New
GKWIM
488
Gerber Kawasaki Wealth & Investment Management
California
$942K +$239K +900 +51%
PCM
489
Prelude Capital Management
New York
$936K -$1.12M -4,206 -61%
AWM
490
Accel Wealth Management
Iowa
$924K +$6.65K +25 +1%
SPC
491
Sigma Planning Corp
Michigan
$922K +$79.8K +300 +13%
WJWM
492
Williams Jones Wealth Management
New York
$922K +$691K +2,600 New
OSAM
493
O'Shaughnessy Asset Management
Connecticut
$912K +$110K +415 +19%
Brown Advisory
494
Brown Advisory
Maryland
$903K +$677K +2,547 New
VC
495
Veracity Capital
Georgia
$902K +$136K +510 +25%
GRP
496
Global Retirement Partners
California
$897K +$673K +2,531 New
CG
497
Caprock Group
Idaho
$896K +$672K +2,528 New
IC
498
IEQ Capital
California
$896K +$672K +2,527 New
HWA
499
HHM Wealth Advisors
Tennessee
$890K +$5.32K +20 +0.8%
EFS
500
Essex Financial Services
Connecticut
$889K -$89.6K -337 -12%