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Name Holding Trade Value Shares
Change
Change in
Stake
NC
476
NinePointTwo Capital
California
$348K – – –
CA
477
Cetera Advisors
Colorado
$345K -$39.7K -342 -11%
FI
478
FJ Investments
Utah
$344K +$310K +2,675 New
IF
479
Insight Folios
North Carolina
$344K +$464 +4 +0.1%
HWAM
480
Hennion & Walsh Asset Management
New Jersey
$343K -$6.49K -56 -2%
KWA
481
Kingswood Wealth Advisors
California
$341K +$308K +2,655 New
PAS
482
Park Avenue Securities
New York
$340K +$306K +2,643 New
FHA
483
Flagship Harbor Advisors
Massachusetts
$330K -$34.9K -301 -10%
WP
484
WMS Partners
Maryland
$325K -$41.4K -357 -12%
VCG
485
Vantage Consulting Group
Virginia
$322K -$265K -2,286 -48%
LA
486
LexAurum Advisors
Kansas
$322K -$16.8K -145 -5%
UBV
487
United Bank (Virginia)
Virginia
$321K – – –
PI
488
Putnam Investments
Massachusetts
$321K +$290K +2,499 New
SC
489
Syon Capital
California
$319K +$4.29K +37 +2%
GWM
490
Geneos Wealth Management
Colorado
$318K -$67.3K -580 -19%
JWM
491
Janiczek Wealth Management
Colorado
$316K +$38.4K +331 +16%
S
492
SimplyRich
California
$312K +$232 +2 +0.1%
PBK
493
Peoples Bank (Kansas)
Kansas
$308K – – –
UCFA
494
United Capital Financial Advisors
Texas
$303K +$273K +2,358 New
IWM
495
IHT Wealth Management
Illinois
$302K -$10.7K -92 -4%
AGP
496
Autumn Glory Partners
Texas
$300K – – –
BMCM
497
Bryn Mawr Capital Management
Pennsylvania
$299K +$270K +2,327 New
IGAM
498
iA Global Asset Management
Quebec, Canada
$297K -$24K -207 -8%
FL
499
Fort LP
Maryland
$295K +$26.2K +226 +11%
NRG
500
Nemes Rush Group
Michigan
$294K -$40.5K -349 -13%