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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
901
Professional Advisory Services
Florida
$362K – – –
JWCA
902
J.W. Cole Advisors
Florida
$357K +$76.2K +305 +25%
WBC
903
West Branch Capital
Massachusetts
$356K – – –
GBT
904
Grove Bank & Trust
Florida
$355K -$1.5K -6 -0.4%
BFEC
905
Benjamin F. Edwards & Company
Missouri
$354K – – –
EI
906
Ellevest Inc
New York
$354K +$27.2K +109 +8%
KCA
907
Karn Couzens & Associates
Connecticut
$347K – – –
MP
908
McDonald Partners
Ohio
$345K -$138K -553 -28%
FWM
909
Focused Wealth Management
New York
$344K – – –
CAM
910
Campion Asset Management
Virginia
$339K -$180K -720 -33%
AC
911
Avestar Capital
New York
$338K – – –
CIC
912
Cornercap Investment Counsel
Georgia
$335K -$2.65M -10,594 -88%
ACI
913
Alpha Cubed Investments
California
$335K – – –
SAS
914
Stelac Advisory Services
New York
$334K +$351K +1,407 New
HWA
915
Heritage Wealth Advisors
Virginia
$334K +$9.99K +40 +3%
AA
916
ALPS Advisors
Colorado
$333K – – –
SPC
917
Sigma Planning Corp
Michigan
$333K +$86.9K +348 +33%
PI
918
Pettee Investors
Connecticut
$332K -$35.7K -143 -9%
JFA
919
JNBA Financial Advisors
Minnesota
$332K – – –
MPCG
920
Matrix Private Capital Group
New York
$331K -$39.5K -158 -10%
WI
921
Wintrust Investments
Illinois
$330K -$74.9K -300 -18%
CIA
922
Citadel Investment Advisory
Ohio
$329K -$69.9K -280 -17%
SS
923
Simplicity Solutions
Minnesota
$328K +$88.2K +353 +34%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$327K -$500 -2 -0.1%
IAN
925
Integrated Advisors Network
Texas
$325K -$17.5K -70 -5%