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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
926
Park Avenue Securities
New York
$334K -$84.6K -398 -22%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$334K +$213 +1 +0.1%
NME
928
Notis-McConarty Edward
$333K
AWA
929
Arete Wealth Advisors
Illinois
$333K +$213 +1 +0.1%
CAAS
930
Capital Asset Advisory Services
Michigan
$333K +$308K +1,448 New
IAA
931
Independent Advisor Alliance
North Carolina
$331K +$36.8K +173 +14%
IWM
932
IHT Wealth Management
Illinois
$328K +$5.31K +25 +2%
AIA
933
Affinity Investment Advisors
California
$326K
MPCG
934
Matrix Private Capital Group
New York
$326K +$1.91K +9 +0.6%
ACI
935
Alpha Cubed Investments
California
$325K
FSA
936
Fort Sheridan Advisors
Illinois
$324K
CCFCSB
937
Cape Cod Five Cents Savings Bank
Massachusetts
$322K -$1.7K -8 -0.6%
HWA
938
Heritage Wealth Advisors
Virginia
$322K -$1.06K -5 -0.4%
PI
939
Pettee Investors
Connecticut
$322K
DWM
940
Drive Wealth Management
Utah
$322K +$298K +1,402 New
JFA
941
JNBA Financial Advisors
Minnesota
$321K
YIA
942
YHB Investment Advisors
Connecticut
$319K -$13.6K -64 -4%
BHWM
943
Beaird Harris Wealth Management
Texas
$318K +$295K +1,387 New
TSWM
944
Tyler-Stone Wealth Management
Ohio
$314K +$290K +1,366 New
GLA
945
Great Lakes Advisors
Illinois
$313K +$3.61K +17 +1%
JCM
946
Jacobi Capital Management
Pennsylvania
$312K +$2.34K +11 +0.8%
ISL
947
Ingalls & Snyder LLC
New York
$310K +$11.5K +54 +4%
CB
948
Community Bank
New York
$309K -$49.5K -233 -15%
IAN
949
Integrated Advisors Network
Texas
$309K +$15.7K +74 +6%
Lido Advisors
950
Lido Advisors
California
$308K +$26.4K +124 +10%