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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
476
Pacific Center for Financial Services
California
$454K -$39.4K -71 -9%
MSS
477
Mitchell Sinkler & Starr
Pennsylvania
$454K – – –
MA
478
MUFG Americas
New York
$445K +$14.4K +26 +4%
BG
479
Bollard Group
Massachusetts
$444K – – –
TW
480
TrinityPoint Wealth
Connecticut
$443K -$62.7K -113 -14%
GA
481
Geller Advisors
New York
$441K -$78.2K -141 -16%
HAG
482
HighPoint Advisor Group
Illinois
$438K -$13.9K -25 -3%
HH
483
Hilltop Holdings
Texas
$436K – – –
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$436K – – –
AF
485
Advisornet Financial
Minnesota
$433K – – –
WSCM
486
Wellington Shields Capital Management
New York
$432K – – –
OL
487
Optas LLC
Texas
$427K -$6.1K -11 -2%
DWM
488
Defined Wealth Management
Oregon
$426K -$252K -454 -40%
CCM
489
Cox Capital Management
Massachusetts
$426K – – –
XS
490
XR Securities
Illinois
$426K +$383K +690 New
SSW
491
Smith Shellnut Wilson
Mississippi
$422K – – –
CA
492
Cetera Advisors
Colorado
$421K +$378K +681 New
EAM
493
Erste Asset Management
Austria
$421K – – –
OIA
494
OneDigital Investment Advisors
Kansas
$420K -$364K -656 -49%
QIM
495
Quantitative Investment Management
Virginia
$419K -$2.98M -5,366 -89%
IA
496
IFP Advisors
Florida
$419K +$21.6K +39 +6%
LC
497
Lindbrook Capital
California
$414K +$31.6K +57 +9%
CAAS
498
Capital Asset Advisory Services
Michigan
$414K +$101K +182 +37%
RWA
499
Ropes Wealth Advisors
Massachusetts
$409K -$34.4K -62 -9%
CF
500
Centaurus Financial
California
$409K -$19.4K -35 -5%