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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
651
J.W. Cole Advisors
Florida
$342K +$314K +821 New
ACA
652
Aptus Capital Advisors
Alabama
$341K +$1.15K +3 +0.4%
C
653
Certuity
Florida
$339K +$312K +816 New
AHL
654
Abel Hall LLC
Louisiana
$338K +$1.53K +4 +0.5%
SC
655
Syon Capital
California
$337K +$29.8K +78 +11%
EFS
656
Essex Financial Services
Connecticut
$336K +$22.2K +58 +8%
AI
657
Atom Investors
Texas
$335K -$4.55M -11,907 -94%
GWM
658
Geneos Wealth Management
Colorado
$334K -$55K -144 -15%
KFAS
659
Keating Financial Advisory Services
Kansas
$332K -$52K -136 -15%
NG
660
Norden Group
Utah
$331K +$10.3K +27 +4%
OC
661
Oppenheimer & Co
New York
$325K +$7.26K +19 +2%
AA
662
Armis Advisers
Georgia
$322K +$3.44K +9 +1%
IAIM
663
International Assets Investment Management
Florida
$319K -$11.5K -30 -4%
TWM
664
Tradition Wealth Management
Minnesota
$318K +$765 +2 +0.3%
PPW
665
Parcion Private Wealth
Washington
$317K
EWM
666
Elevatus Welath Management
New York
$317K +$291K +761 New
SWP
667
Sagespring Wealth Partners
Tennessee
$316K -$1.53K -4 -0.5%
HP
668
Havemeyer Place
Connecticut
$313K -$3.21M -8,390 -92%
SFG
669
SNS Financial Group
Minnesota
$310K +$44K +115 +18%
AWM
670
Accurate Wealth Management
Florida
$310K +$2.68K +7 +0.9%
KeyBank National Association
671
KeyBank National Association
Ohio
$309K +$18K +47 +7%
CFG
672
Cooper Financial Group
California
$309K -$39.8K -104 -12%
MWM
673
Modern Wealth Management
Kansas
$308K +$4.97K +13 +2%
AA
674
Advisory Advocates
Michigan
$302K
Wealthfront Advisers
675
Wealthfront Advisers
California
$301K +$14.9K +39 +6%