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Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Calton & Associates
Florida
$386K
MA
752
MONECO Advisors
Connecticut
$386K +$4.18K +21 +1%
ACA
753
Atlas Capital Advisors
Wyoming
$385K
CI Investments Inc
754
CI Investments Inc
Ontario, Canada
$383K +$362K +1,815 New
WT
755
Washington Trust
Rhode Island
$382K +$39.8K +200 +12%
DWM
756
Dorchester Wealth Management
Quebec, Canada
$380K
MCC
757
Malaga Cove Capital
California
$380K
ECM
758
ETrade Capital Management
Virginia
$379K -$91K -457 -20%
VFA
759
Voya Financial Advisors
Connecticut
$379K -$2.19K -11 -0.6%
CRCM
760
Corbett Road Capital Management
Virginia
$378K +$356K +1,789 New
HTC
761
Haverford Trust Company
Pennsylvania
$376K -$16.9K -85 -5%
HAG
762
HighPoint Advisor Group
Illinois
$374K -$21.1K -106 -6%
MG
763
Mather Group
Illinois
$373K -$85.1K -427 -19%
CAN
764
Claraphi Advisory Network
United States
$371K -$25.9K -130 -7%
ESB
765
Essex Savings Bank
Connecticut
$371K +$8.96K +45 +3%
CCM
766
Chilton Capital Management
Texas
$370K -$59.8K -300 -15%
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$370K +$199 +1 +0.1%
RE
768
RBC Europe
United Kingdom
$366K +$21.5K +108 +7%
IAP
769
Indie Asset Partners
Indiana
$366K
LWP
770
Legacy Wealth Planning
Nevada
$364K
VI
771
Versor Investments
New York
$363K -$697K -3,500 -67%
TC
772
TownSquare Capital
Utah
$362K
IIC
773
Ironwood Investment Counsel
Arizona
$362K +$1.2K +6 +0.4%
JIC
774
Joel Isaacson & Co
New York
$361K
IAS
775
Investment Advisory Services
Texas
$358K +$199 +1 +0.1%