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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
701
J.W. Cole Advisors
Florida
$309K +$58.4K +600 +26%
DR
702
Davis Rea
Ontario, Canada
$308K -$1.16M -11,912 -38%
EI
703
Ellevest Inc
New York
$308K +$11.7K +120 +4%
E
704
Ergoteles
New York
$304K -$2.13M -21,944 -88%
CT
705
Cambridge Trust
Massachusetts
$304K -$605K -6,220 -69%
PGA
706
Portland Global Advisors
Maine
$304K – – –
UCFA
707
United Capital Financial Advisors
Texas
$304K +$12.1K +124 +5%
BPM
708
Bowling Portfolio Management
Ohio
$303K – – –
AIM
709
Arcadia Investment Management
Michigan
$298K – – –
TP
710
Tranquility Partners
Tennessee
$298K – – –
SIM
711
Sentry Investment Management
Wisconsin
$295K -$45.5K -468 -14%
IA
712
IFP Advisors
Florida
$295K +$830K +8,536 +262%
CCM
713
Coldstream Capital Management
Washington
$290K -$8.56K -88 -3%
FTDI
714
First Trust Direct Indexing
Massachusetts
$290K +$62.6K +644 +31%
CIG
715
Cairn Investment Group
Washington
$289K +$265K +2,720 New
CWA
716
Centennial Wealth Advisory
Michigan
$288K – – –
FBFS
717
First Business Financial Services
Wisconsin
$288K – – –
B
718
Barings
North Carolina
$287K – – –
PBO
719
Peoples Bank (Ohio)
Ohio
$285K -$197K -2,028 -43%
NHC
720
Nicholas Hoffman & Company
Georgia
$284K +$389 +4 +0.2%
CS
721
Comerica Securities
Michigan
$282K -$55.6K -572 -18%
DY
722
Dowling & Yahnke
California
$282K +$38.1K +392 +17%
WPC
723
Wedmont Private Capital
Pennsylvania
$282K +$256K +2,628 New
WH
724
Willner & Heller
California
$280K +$389 +4 +0.2%
WA
725
WBH Advisory
Maryland
$278K – – –