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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
926
Confluence Wealth Services
Pennsylvania
$339K +$315K +1,480 New
BWM
927
Baystate Wealth Management
Massachusetts
$338K +$151K +712 +94%
WAM
928
Weatherly Asset Management
California
$337K -$2.13K -10 -0.7%
PAS
929
Park Avenue Securities
New York
$334K -$84.6K -398 -22%
SVWAG
930
Sound View Wealth Advisors Group
Georgia
$334K +$213 +1 +0.1%
NME
931
Notis-McConarty Edward
$333K – – –
AWA
932
Arete Wealth Advisors
Illinois
$333K +$213 +1 +0.1%
CAAS
933
Capital Asset Advisory Services
Michigan
$333K +$308K +1,448 New
IAA
934
Independent Advisor Alliance
North Carolina
$331K +$36.8K +173 +14%
IWM
935
IHT Wealth Management
Illinois
$328K +$5.31K +25 +2%
AIA
936
Affinity Investment Advisors
California
$326K – – –
MPCG
937
Matrix Private Capital Group
New York
$326K +$1.91K +9 +0.6%
ACI
938
Alpha Cubed Investments
California
$325K – – –
FSA
939
Fort Sheridan Advisors
Illinois
$324K – – –
CCFCSB
940
Cape Cod Five Cents Savings Bank
Massachusetts
$322K -$1.7K -8 -0.6%
HWA
941
Heritage Wealth Advisors
Virginia
$322K -$1.06K -5 -0.4%
PI
942
Pettee Investors
Connecticut
$322K – – –
DWM
943
Drive Wealth Management
Utah
$322K +$298K +1,402 New
JFA
944
JNBA Financial Advisors
Minnesota
$321K – – –
YIA
945
YHB Investment Advisors
Connecticut
$319K -$13.6K -64 -4%
BHWM
946
Beaird Harris Wealth Management
Texas
$318K +$295K +1,387 New
TSWM
947
Tyler-Stone Wealth Management
Ohio
$314K +$290K +1,366 New
GLA
948
Great Lakes Advisors
Illinois
$313K +$3.61K +17 +1%
JCM
949
Jacobi Capital Management
Pennsylvania
$312K +$2.34K +11 +0.8%
ISL
950
Ingalls & Snyder LLC
New York
$310K +$11.5K +54 +4%