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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
751
Founders Financial Securities
Maryland
$1.08M +$40.6K +130 +4%
SS
752
Simplicity Solutions
Minnesota
$1.07M +$142K +454 +14%
CFA
753
CWS Financial Advisors
Michigan
$1.07M -$63.4K -203 -5%
KNW
754
Kesler Norman & Wride
Utah
$1.07M +$5.93K +19 +0.5%
VWM
755
Venturi Wealth Management
Texas
$1.07M +$24.7K +79 +2%
WS
756
Wedbush Securities
California
$1.07M -$14.7K -47 -1%
LWCFA
757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M +$48.4K +155 +4%
PA
758
Parallel Advisors
California
$1.05M +$217K +695 +23%
SSG
759
Summit Securities Group
New York
$1.05M -$830K -2,658 -42%
SIP
760
Stoneridge Investment Partners
Pennsylvania
$1.04M – – –
SIGI
761
Susquehanna International Group (Ireland)
Ireland
$1.04M -$838K -2,682 -42%
CCA
762
Cobblestone Capital Advisors
New York
$1.04M – – –
IF
763
Intrua Financial
Texas
$1.04M +$222K +712 +25%
BFEC
764
Benjamin F. Edwards & Company
Missouri
$1.04M +$153K +489 +16%
SWA
765
Stratos Wealth Advisors
Ohio
$1.04M +$12.5K +40 +1%
ECM
766
Estabrook Capital Management
New York
$1.03M – – –
WWA
767
WCG Wealth Advisors
Nevada
$1.02M +$1.11M +3,561 New
JWM
768
Jackson Wealth Management
Florida
$1.02M +$1.11M +3,563 New
SW
769
StrongBox Wealth
Missouri
$1.02M -$590K -1,888 -35%
NW
770
Naviter Wealth
Arkansas
$1.02M +$1.11M +3,538 New
MRCM
771
M&R Capital Management
New Jersey
$1.02M +$16.9K +54 +2%
RWA
772
Ropes Wealth Advisors
Massachusetts
$1.01M – – –
SIM
773
Sentry Investment Management
Wisconsin
$1.01M -$190K -607 -15%
BWIA
774
Bryant Woods Investment Advisors
New York
$1M +$1.09M +3,487 New
ER
775
Enlightenment Research
Florida
$976K +$1.06M +3,396 New