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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
701
Spirit of America Management Corp
New York
$382K +$96K +600 +34%
FPS
702
Fieldpoint Private Securities
Connecticut
$381K +$41.1K +257 +12%
VFA
703
Voya Financial Advisors
Connecticut
$377K -$181K -1,131 -33%
MCIA
704
Mountain Capital Investment Advisors
Colorado
$377K +$28.6K +179 +8%
PK
705
Pflug Koory
Nebraska
$375K +$52.8K +330 +17%
PFS
706
Prospera Financial Services
Texas
$367K -$1.8M -11,227 -83%
NQWM
707
Northwest Quadrant Wealth Management
Oregon
$367K -$18.1K -113 -5%
IA
708
IFP Advisors
Florida
$367K +$364K +2,277 New
ZCM
709
Zebra Capital Management
Connecticut
$361K -$792K -4,950 -69%
AAM
710
American Asset Management
Florida
$360K +$65.6K +410 +23%
EWA
711
EP Wealth Advisors
California
$359K +$49K +306 +16%
CA
712
Calton & Associates
Florida
$358K -$30.9K -193 -8%
GWM
713
GSB Wealth Management
Connecticut
$358K
RA
714
RFG Advisory
Alabama
$354K -$3.52K -22 -1%
EWM
715
Evercore Wealth Management
New York
$353K +$26.7K +167 +8%
SG
716
StoneX Group
New York
$351K +$154K +961 +80%
PWAP
717
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K -$359K -2,247 -51%
ACA
718
Atlas Capital Advisors
Wyoming
$346K +$23.7K +148 +7%
CAW
719
Cornerstone Advisors (Washington)
Washington
$344K -$2.4K -15 -0.7%
APA
720
American Portfolios Advisors
New York
$344K -$88.3K -552 -21%
LCS
721
Levin Capital Strategies
New York
$341K
RIM
722
Redwood Investment Management
Arizona
$341K +$335K +2,096 New
SYBT
723
Stock Yards Bank & Trust
Kentucky
$338K +$20K +125 +6%
MC
724
Machina Capital
France
$334K +$329K +2,055 New
HSA
725
HBK Sorce Advisory
Pennsylvania
$330K -$11.7K -73 -3%