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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
901
Benjamin F. Edwards & Company
Missouri
$354K
EI
902
Ellevest Inc
New York
$354K +$27.2K +109 +8%
KCA
903
Karn Couzens & Associates
Connecticut
$347K
MP
904
McDonald Partners
Ohio
$345K -$138K -553 -28%
FWM
905
Focused Wealth Management
New York
$344K
CAM
906
Campion Asset Management
Virginia
$339K -$180K -720 -33%
AC
907
Avestar Capital
New York
$338K
CIC
908
Cornercap Investment Counsel
Georgia
$335K -$2.65M -10,594 -88%
ACI
909
Alpha Cubed Investments
California
$335K
SAS
910
Stelac Advisory Services
New York
$334K +$351K +1,407 New
HWA
911
Heritage Wealth Advisors
Virginia
$334K +$9.99K +40 +3%
AA
912
ALPS Advisors
Colorado
$333K
SPC
913
Sigma Planning Corp
Michigan
$333K +$86.9K +348 +33%
PI
914
Pettee Investors
Connecticut
$332K -$35.7K -143 -9%
JFA
915
JNBA Financial Advisors
Minnesota
$332K
MPCG
916
Matrix Private Capital Group
New York
$331K -$39.5K -158 -10%
WI
917
Wintrust Investments
Illinois
$330K -$74.9K -300 -18%
CIA
918
Citadel Investment Advisory
Ohio
$329K -$69.9K -280 -17%
SS
919
Simplicity Solutions
Minnesota
$328K +$88.2K +353 +34%
SVWAG
920
Sound View Wealth Advisors Group
Georgia
$327K -$500 -2 -0.1%
IAN
921
Integrated Advisors Network
Texas
$325K -$17.5K -70 -5%
EHWM
922
Eads & Heald Wealth Management
Georgia
$322K -$500 -2 -0.1%
JWM
923
Janiczek Wealth Management
Colorado
$322K +$326K +1,307 +2,563%
OTPPB
924
Ontario Teachers' Pension Plan Board
Ontario, Canada
$319K
AA
925
AlphaCentric Advisors
Puerto Rico
$319K +$174K +697 +108%