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Name Holding Trade Value Shares
Change
Change in
Stake
CI
701
Ceera Investments
Texas
$866K +$144K +2,245 +15%
ICA
702
Infrastructure Capital Advisors
New York
$864K +$428K +6,690 +67%
MMA
703
Miracle Mile Advisors
California
$854K -$833 -13 -0.1%
CFG
704
Citizens Financial Group
Rhode Island
$853K -$56.4K -880 -5%
FAM
705
Fred Alger Management
New York
$853K +$32.8K +512 +3%
CNC
706
Canandaigua National Corp
New York
$849K -$29.5K -461 -3%
RL
707
Ruffer LLP
United Kingdom
$845K
WEG
708
World Equity Group
Illinois
$838K +$9.03K +141 +0.9%
EL
709
Essex LLC
Illinois
$827K +$13.4K +210 +1%
PAWC
710
P.A.W. Capital
Connecticut
$826K +$64K +1,000 +7%
SC
711
Searle & Co
Connecticut
$818K
RPCONE
712
Retirement Planning Company of New England
Rhode Island
$818K +$2.88K +45 +0.3%
CT
713
Cambridge Trust
Massachusetts
$812K -$58.5K -914 -5%
PA
714
Parallel Advisors
California
$810K -$127K -1,984 -11%
CS
715
Comerica Securities
Michigan
$808K +$177K +2,767 +21%
Massachusetts Financial Services
716
Massachusetts Financial Services
Massachusetts
$806K +$1,000K +15,610 New
LIM
717
Leavell Investment Management
Alabama
$802K -$1.02K -16 -0.1%
KLWA
718
Kelly Lawrence W & Associates
California
$802K +$32K +500 +3%
OHWP
719
Oak Harbor Wealth Partners
North Carolina
$797K -$16.7K -261 -2%
LSA
720
Lion Street Advisors
Texas
$796K +$1.6K +25 +0.2%
FFG
721
Fortem Financial Group
California
$795K +$987K +15,413 New
CCMD
722
Cypress Capital Management (Delaware)
Delaware
$793K -$4.8K -75 -0.5%
CT
723
Chicago Trust
Illinois
$790K +$22.7K +354 +2%
AP
724
Advisor Partners
California
$789K -$76K -1,186 -7%
FTDI
725
First Trust Direct Indexing
Massachusetts
$788K +$12K +187 +1%