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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
501
Williams Jones Wealth Management
New York
$247K – – –
IHL
502
Investment House LLC
California
$246K – – –
EFA
503
Evernest Financial Advisors
Indiana
$245K – – –
SPC
504
Sigma Planning Corp
Michigan
$245K -$19.9K -63 -7%
IWM
505
IHT Wealth Management
Illinois
$244K +$269K +853 New
CM
506
Capula Management
Cayman Islands
$240K +$264K +837 New
BWP
507
Bernardo Wealth Planning
Pennsylvania
$238K – – –
EI
508
Ellevest Inc
New York
$238K -$181K -575 -41%
CFSG
509
Community Financial Services Group
Vermont
$237K -$17.3K -55 -6%
WI
510
WrapManager Inc
California
$235K -$108K -344 -30%
KBC Group
511
KBC Group
Belgium
$235K – – –
PCM
512
Parsons Capital Management
Rhode Island
$234K – – –
WKSWA
513
White Knight Strategic Wealth Advisors
New Jersey
$233K – – –
DAS
514
Diversify Advisory Services
Utah
$232K +$23K +73 +10%
PIC
515
Portland Investment Counsel
Ontario, Canada
$230K +$252K +800 New
TSS
516
Two Sigma Securities
New York
$226K -$824K -2,613 -77%
AGC
517
Aspen Grove Capital
Colorado
$226K -$6.31K -20 -2%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$226K +$266K +844 New
FWM
519
Forza Wealth Management
Florida
$216K – – –
EWS
520
Eagle Wealth Strategies
New Jersey
$215K -$631 -2 -0.3%
MA
521
Mutual Advisors
Nebraska
$215K +$71.9K +228 +31%
SBIA
522
Sheaff Brock Investment Advisors
Indiana
$213K – – –
IA
523
IFP Advisors
Florida
$212K – – –
CAG
524
Csenge Advisory Group
Florida
$212K +$17.3K +55 +8%
FCI
525
Financial Counselors Inc
Kansas
$212K +$18.9K +60 +9%