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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$662K +$253K +750 +73%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$659K +$58.1K +172 +11%
SCA
553
Snowden Capital Advisors
New York
$655K +$115K +342 +24%
CWM
554
Circle Wealth Management
New Jersey
$647K +$584K +1,731 New
PPC
555
Park Place Capital
Alabama
$647K -$18.6K -55 -3%
AIC
556
Aurora Investment Counsel
Georgia
$642K -$16.5K -49 -3%
HIC
557
Harvey Investment Company
Kentucky
$640K
PFS
558
Prospera Financial Services
Texas
$637K -$45.9K -136 -7%
EH
559
Equitable Holdings
New York
$636K +$61.1K +181 +12%
SBIA
560
Sheaff Brock Investment Advisors
Indiana
$633K +$675 +2 +0.1%
GFP
561
Gryphon Financial Partners
Ohio
$625K +$565K +1,673 New
MOS
562
MGO One Seven
Ohio
$618K +$45.6K +135 +9%
P
563
Pitcairn
Pennsylvania
$614K -$10.1K -30 -2%
IWC
564
Integrated Wealth Concepts
Massachusetts
$611K -$279K -827 -34%
BFG
565
Bleakley Financial Group
New Jersey
$599K -$3.62M -10,725 -87%
SW
566
Simplicity Wealth
New Jersey
$599K -$3.62M -10,720 -87%
NSIM
567
North Star Investment Management
Illinois
$598K -$1.01K -3 -0.2%
SACTSONJ
568
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$598K
MC
569
Moors & Cabot
Massachusetts
$597K -$46.6K -138 -8%
SC
570
Shearwater Capital
Colorado
$593K
LCM
571
Landscape Capital Management
New Jersey
$593K +$536K +1,587 New
BTI
572
Blue Trust Inc
Georgia
$592K +$197K +582 +52%
BI
573
Ballast Inc
Kentucky
$583K -$122K -360 -19%
VFA
574
Valeo Financial Advisors
Indiana
$583K +$43.6K +129 +9%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$580K +$45.2K +134 +9%