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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Dorchester Wealth Management
Quebec, Canada
$312K
MCC
727
Malaga Cove Capital
California
$312K
CAC
728
Certified Advisory Corp
Florida
$311K +$160 +1 +0.1%
AC
729
Allstate Corporation
Illinois
$310K -$272K -1,704 -49%
VFA
730
Voya Financial Advisors
Connecticut
$310K -$88.9K -556 -24%
CP
731
Covenant Partners
Tennessee
$307K
EWA
732
EP Wealth Advisors
California
$305K -$63.1K -395 -18%
PAS
733
Park Avenue Securities
New York
$305K +$281K +1,760 New
KTC
734
Kistler-Tiffany Companies
Pennsylvania
$304K -$14.9K -93 -5%
WANY
735
Wealthspire Advisors (New York)
New York
$300K -$240K -1,499 -46%
LWP
736
Legacy Wealth Planning
Nevada
$299K -$8.63K -54 -3%
HCMNY
737
Howard Capital Management (New York)
New York
$298K -$12K -75 -4%
RCA
738
Rowland Carmichael Advisors
Arizona
$297K -$567K -3,546 -67%
ESB
739
Essex Savings Bank
Connecticut
$297K -$43.9K -275 -14%
IIC
740
Ironwood Investment Counsel
Arizona
$296K -$3.06M -19,140 -92%
HAG
741
HighPoint Advisor Group
Illinois
$296K -$1.76K -11 -0.6%
JIC
742
Joel Isaacson & Co
New York
$296K
DT
743
Diversified Trust
Tennessee
$296K +$1.12K +7 +0.4%
WS
744
Wedbush Securities
California
$294K -$32.9K -206 -11%
IAS
745
Investment Advisory Services
Texas
$294K
TC
746
TownSquare Capital
Utah
$292K -$8.63K -54 -3%
SYBT
747
Stock Yards Bank & Trust
Kentucky
$291K -$48.7K -305 -15%
OIA
748
OneDigital Investment Advisors
Kansas
$291K +$5.43K +34 +2%
GP
749
Girard Partners
Pennsylvania
$290K -$94.4K -591 -26%
BCP
750
Blue Chip Partners
Michigan
$289K -$44.3K -277 -14%