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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
326
Mount Yale Investment Advisors
Colorado
$598K +$350K +10,001 +147%
CD
327
Chapin Davis
Maryland
$594K -$11.5K -330 -2%
EFMC
328
Empire Financial Management Company
New York
$585K +$576K +16,452 New
EWM
329
EPG Wealth Management
Georgia
$584K +$274K +7,845 +91%
JFL
330
Jarislowsky, Fraser Ltd
Quebec, Canada
$578K -$11.2K -320 -2%
TCPWM
331
Traverso Chambers Private Wealth Management
California
$575K +$9.1K +260 +2%
BPA
332
Beacon Pointe Advisors
California
$574K +$129K +3,691 +30%
SC
333
Shay Capital
New York
$569K -$3.56M -101,799 -86%
FHA
334
Flagship Harbor Advisors
Massachusetts
$563K +$51.4K +1,470 +10%
EI
335
Ellevest Inc
New York
$560K +$112K +3,204 +26%
B
336
Bailard
California
$556K +$103K +2,930 +23%
WI
337
Wintrust Investments
Illinois
$555K -$120K -3,435 -18%
FTDI
338
First Trust Direct Indexing
Massachusetts
$554K +$177K +5,046 +48%
FCH
339
Freestone Capital Holdings
Washington
$553K +$93K +2,659 +21%
WSTAM
340
Wilbanks Smith & Thomas Asset Management
Virginia
$549K +$21.7K +620 +4%
IDBONY
341
Israel Discount Bank of New York
New York
$549K -$8.22K -235 -2%
SGA
342
Strategic Global Advisors
California
$548K -$8.5K -243 -2%
MCM
343
MAI Capital Management
Ohio
$546K +$49K +1,402 +10%
CG
344
Cutler Group
California
$545K +$118K +3,361 +28%
AWC
345
Abundance Wealth Counselors
Pennsylvania
$543K +$534K +15,254 New
WAAG
346
Wealth Alliance Advisory Group
Kansas
$541K +$231K +6,606 +77%
JCM
347
J2 Capital Management
Michigan
$537K +$18.2K +521 +4%
HBT
348
Hills Bank & Trust
Iowa
$536K +$254K +7,249 +93%
PI
349
PEAK6 Investments
Illinois
$534K -$5.13M -146,766 -91%
CWM
350
Cornerstone Wealth Management
Missouri
$532K +$523K +14,954 New