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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$298K -$134K -3,251 -28%
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$297K +$43.8K +1,065 +15%
PCA
353
Personal Capital Advisors
California
$294K +$167K +4,067 +97%
MWP
354
Madison Wealth Partners
Wisconsin
$292K
CW
355
CreativeOne Wealth
Kansas
$287K +$75.3K +1,834 +30%
MWM
356
Meridian Wealth Management
Kentucky
$282K -$312K -7,586 -49%
M&T Bank
357
M&T Bank
New York
$279K
Lido Advisors
358
Lido Advisors
California
$274K -$17.4K -423 -5%
SS
359
Sunbelt Securities
Texas
$270K
GWM
360
Geneos Wealth Management
Colorado
$269K -$5.34K -130 -2%
GA
361
GFS Advisors
Texas
$268K
WTC
362
WhitTier Trust Company
Nevada
$265K +$306K +7,450 New
MFG
363
Merit Financial Group
Georgia
$264K +$20.5K +500 +7%
Verition Fund Management
364
Verition Fund Management
Connecticut
$264K +$305K +7,416 New
DADC
365
D.A. Davidson & Co
Montana
$263K +$68.6K +1,670 +29%
WPW
366
Warther Private Wealth
Ohio
$263K +$305K +7,429 New
WA
367
Wealth Alliance
New York
$259K +$14.5K +354 +5%
CPIG
368
Chicago Partners Investment Group
Illinois
$258K +$28.4K +691 +13%
LNC
369
Lincoln National Corp
Pennsylvania
$257K +$40.3K +981 +16%
VWA
370
Visionary Wealth Advisors
Illinois
$256K +$86.6K +2,108 +41%
MCM
371
MAI Capital Management
Ohio
$250K -$38.1K -927 -12%
FTDI
372
First Trust Direct Indexing
Massachusetts
$249K +$16.7K +407 +6%
IA
373
Inspire Advisors
Idaho
$246K +$30K +730 +12%
IAA
374
Independent Advisor Alliance
North Carolina
$245K -$12.4K -303 -4%
RTS
375
Round Table Services
New Jersey
$245K +$2.1K +51 +0.7%