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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Providence Wealth Advisors
Illinois
$954K
QCG
702
Quadrant Capital Group
Ohio
$952K +$12.3K +260 +1%
BMWS
703
Brady Martz Wealth Solutions
North Dakota
$952K +$1.42K +30 +0.2%
LW
704
Linscomb Wealth
Texas
$950K -$42.3K -896 -4%
GPI
705
General Partner Inc
Pennsylvania
$950K -$47.2K -1,000 -5%
RLH
706
RD Lewis Holdings
Florida
$950K +$20.6K +435 +2%
MC
707
Moors & Cabot
Massachusetts
$947K +$22.6K +478 +3%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$943K
GXJ
709
Global X Japan
Japan
$942K +$207K +4,378 +30%
NICM
710
Neo Ivy Capital Management
New York
$942K +$908K +19,208 New
Envestnet Portfolio Solutions
711
Envestnet Portfolio Solutions
Illinois
$941K -$542K -11,473 -37%
BC
712
Burney Company
Virginia
$937K +$5.58K +118 +0.6%
CI
713
CX Institutional
Indiana
$927K +$440K +9,304 +97%
AWM
714
Axxcess Wealth Management
California
$921K +$479K +10,143 +117%
EFS
715
Essex Financial Services
Connecticut
$921K +$13.1K +278 +2%
PCM
716
Poehling Capital Management
Wisconsin
$918K
FFN
717
Focus Financial Network
Minnesota
$918K +$4.49K +95 +0.5%
IC
718
IEQ Capital
California
$918K +$6.8K +144 +0.8%
LIA
719
LS Investment Advisors
Michigan
$903K
RGC
720
Roberts, Glore & Co
Illinois
$900K -$1.65K -35 -0.2%
WPC
721
Wedmont Private Capital
Pennsylvania
$892K +$37.8K +799 +4%
CCA
722
Conestoga Capital Advisors
Pennsylvania
$890K -$15.4K -325 -2%
JFG
723
Jefferies Financial Group
New York
$887K +$23.1K +488 +3%
NGA
724
Naples Global Advisors
Florida
$885K -$72.7K -1,538 -8%
IWA
725
Icon Wealth Advisors
Texas
$884K -$13.1K -278 -2%