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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
901
Fort Sheridan Advisors
Illinois
$534K – – –
CCP
902
Clough Capital Partners
Massachusetts
$533K -$937K -3,600 -65%
SC
903
Scotia Capital
Ontario, Canada
$531K -$624K -2,395 -56%
CII
904
Capital International Inc
California
$531K +$214K +821 +77%
OWA
905
One Wealth Advisors
California
$527K +$34.6K +133 +8%
EI
906
Ellevest Inc
New York
$524K +$92.7K +356 +24%
CIA
907
Capital Investment Advisors
Georgia
$524K +$243K +932 +100%
MFG
908
Merit Financial Group
Georgia
$523K +$485K +1,864 New
HWP
909
Highline Wealth Partners
California
$523K – – –
CAM
910
Campion Asset Management
Virginia
$521K +$29.9K +115 +7%
VSQM
911
V-Square Quantitative Management
Illinois
$520K -$147K -563 -23%
JWCA
912
J.W. Cole Advisors
Florida
$519K +$2.34K +9 +0.5%
IAA
913
Independent Advisor Alliance
North Carolina
$519K -$140K -536 -22%
APG
914
Abacus Planning Group
South Carolina
$516K +$12K +46 +3%
GA
915
Geller Advisors
New York
$515K -$56.5K -217 -11%
VT
916
Vise Technologies
New York
$514K -$87.5K -336 -15%
PCM
917
Parsons Capital Management
Rhode Island
$513K -$59.6K -229 -11%
CT
918
Caldwell Trust
Florida
$510K – – –
WCP
919
Welch Capital Partners
New York
$509K – – –
Fiera Capital (Canada)
920
Fiera Capital (Canada)
Quebec, Canada
$507K +$471K +1,808 New
PWM
921
Paulson Wealth Management
Illinois
$504K +$260 +1 +0.1%
HIM
922
Hillsdale Investment Management
Ontario, Canada
$502K -$65.1K -250 -12%
ACI
923
Alpha Cubed Investments
California
$498K -$13.3K -51 -3%
CFAM
924
Center For Asset Management
Florida
$497K +$461K +1,772 New
AWA
925
Arkadios Wealth Advisors
Georgia
$496K +$54.4K +209 +13%