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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$239K +$223K +2,468 New
BCM
527
Brookstone Capital Management
Illinois
$239K -$34K -375 -13%
AWM
528
Accel Wealth Management
Iowa
$235K
CPA
529
Cardiff Park Advisors
California
$234K +$219K +2,421 New
BP
530
Ballentine Partners
Massachusetts
$233K -$10.6K -117 -5%
PWM
531
Prosperity Wealth Management
California
$230K +$216K +2,380 New
SPIA
532
Steward Partners Investment Advisory
New York
$229K -$22K -243 -9%
LOIM
533
Liberty One Investment Management
Illinois
$226K +$192K +2,119 +1,004%
CGH
534
Crossmark Global Holdings
Texas
$225K +$211K +2,327 New
TWC
535
TD Waterhouse Canada
Ontario, Canada
$223K -$5.89K -65 -3%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$207K +2,285 New
TCA
537
Transcend Capital Advisors
New Jersey
$221K +$207K +2,281 New
HI
538
Harbour Investments
Wisconsin
$217K +$51.9K +573 +34%
EW
539
Evoke Wealth
California
$215K +$201K +2,216 New
MAS
540
Meeder Advisory Services
Ohio
$212K +$198K +2,189 New
BC
541
Bridgefront Capital
Texas
$210K +$197K +2,173 New
TPA
542
Trivium Point Advisory
Connecticut
$209K +$195K +2,158 New
WTC
543
WhitTier Trust Company
Nevada
$208K
OR
544
Olympiad Research
Connecticut
$207K -$56.5K -624 -23%
PCM
545
Prelude Capital Management
New York
$206K -$644K -7,110 -77%
QC
546
Quent Capital
New York
$205K +$22.2K +245 +13%
1WA
547
180 Wealth Advisors
Washington
$205K +$191K +2,112 New
CWM
548
Calamos Wealth Management
Illinois
$204K +$191K +2,105 New
Connor, Clark & Lunn Investment Management (CC&L)
549
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$203K +$190K +2,100 New
JF
550
Joule Financial
Kentucky
$202K +$189K +2,090 New