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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
926
SS&H Financial Advisors
Michigan
$607K
JWCA
927
J.W. Cole Advisors
Florida
$603K +$20.9K +66 +4%
CT
928
Caldwell Trust
Florida
$602K
BWM
929
Baystate Wealth Management
Massachusetts
$599K +$103K +324 +22%
FAFN
930
First Affirmative Financial Network
Colorado
$597K -$69K -218 -11%
CL
931
CSS LLC
Illinois
$596K -$1.05M -3,331 -65%
CA
932
Cullinan Associates
Kentucky
$596K +$570K +1,800 New
PWM
933
Paulson Wealth Management
Illinois
$595K
MOS
934
MGO One Seven
Ohio
$594K +$149K +471 +36%
ACI
935
Alpha Cubed Investments
California
$594K +$19K +60 +3%
APG
936
Abacus Planning Group
South Carolina
$594K -$6.01K -19 -1%
IAIM
937
International Assets Investment Management
Florida
$593K +$57.3K +181 +11%
EI
938
Ellevest Inc
New York
$590K +$55.7K +176 +11%
LFAS
939
Level Four Advisory Services
Texas
$585K +$559K +1,767 New
FCA
940
Fortis Capital Advisors
Kansas
$582K +$556K +1,757 New
SXL
941
Summit X LLC
Missouri
$582K -$11.1K -35 -2%
FNBTCON
942
First National Bank & Trust Co of Newtown
Pennsylvania
$580K
FPA
943
First Pacific Advisors
California
$580K +$278K +880 +101%
MW
944
Marcum Wealth
Ohio
$579K -$35.1K -111 -6%
ICM
945
Islay Capital Management
Texas
$579K
HVIA
946
Hudson Valley Investment Advisors
New York
$579K -$11.4K -36 -2%
FNT
947
First National Trust
Pennsylvania
$578K -$12.7K -40 -2%
LC
948
Lindbrook Capital
California
$575K -$26.6K -84 -5%
PWM
949
Palumbo Wealth Management
New York
$573K -$1.58K -5 -0.3%
DWT
950
Dorsey & Whitney Trust
South Dakota
$572K +$11.4K +36 +2%