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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
476
NuWave Investment Management
New Jersey
$7K +$5.86K +73 +1,460%
EARNEST Partners
477
EARNEST Partners
Georgia
$6K – – –
PWMG
478
Prestige Wealth Management Group
New Jersey
$6K – – –
PCG
479
Private Capital Group
Connecticut
$6K +$5.46K +68 +358%
M
480
MOTCO
Texas
$6K +$5.78K +72 New
BFC
481
Bedel Financial Consulting
Indiana
$5K – – –
BFEC
482
Benjamin F. Edwards & Company
Missouri
$5K – – –
LWA
483
Lenox Wealth Advisors
New York
$5K – – –
CFG
484
Citizens Financial Group
Rhode Island
$4K -$562 -7 -13%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
VFA
486
Valeo Financial Advisors
Indiana
$4K – – –
CT
487
Clearstead Trust
Maine
$4K +$3.69K +46 New
BAM
488
Barrett Asset Management
New York
$3K – – –
CAC
489
Certified Advisory Corp
Florida
$3K – – –
CWA
490
Clarus Wealth Advisors
Arizona
$3K – – –
CAL
491
Capital Analysts LLC
Pennsylvania
$3K +$2.41K +30 New
EI
492
Ellevest Inc
New York
$3K +$2.65K +33 New
SQA
493
Simon Quick Advisors
New Jersey
$2.8K +$2.65K +33 New
SWA
494
Sutton Wealth Advisors
Florida
$2.04K +$642 +8 +50%
BWM
495
Baystate Wealth Management
Massachusetts
$2K – – –
EWA
496
Evolution Wealth Advisors
Florida
$2K +$1.6K +20 New
Parallax Volatility Advisers
497
Parallax Volatility Advisers
California
$2K +$2.01K +25 New
EIP
498
Ellis Investment Partners
Pennsylvania
$2K +$2.33K +29 New
BBHC
499
Brown Brothers Harriman & Co
New York
$1K -$4.17K -52 -85%
TFO
500
Tarbox Family Office
California
$1K -$401 -5 -33%