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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$327K +$31.8K +204 +10%
SFA
352
Sequoia Financial Advisors
Ohio
$327K +$346K +2,219 New
FFG
353
Fortress Financial Group
Minnesota
$325K +$1.09K +7 +0.3%
GWM
354
Gibbs Wealth Management
Georgia
$322K +$109K +698 +47%
YDMI
355
Y.D. More Investments
Israel
$318K +$336K +2,158 New
EB
356
Eastern Bank
Massachusetts
$317K -$24.8K -159 -7%
GWMR
357
GC Wealth Management RIA
Massachusetts
$315K +$22.8K +146 +7%
SCM
358
Shelton Capital Management
Colorado
$314K
AAS
359
Ameritas Advisory Services
Nebraska
$314K -$468 -3 -0.1%
GIA
360
Gateway Investment Advisers
Ohio
$312K +$330K +2,117 New
SA
361
Sacks & Associates
New Jersey
$309K +$312 +2 +0.1%
KBC Group
362
KBC Group
Belgium
$309K +$71.7K +460 +28%
MC
363
Moors & Cabot
Massachusetts
$309K
CGH
364
Crossmark Global Holdings
Texas
$307K +$14.8K +95 +5%
SOW
365
State of Wyoming
Wyoming
$305K -$110K -706 -25%
TVPW
366
Third View Private Wealth
Connecticut
$304K -$16.4K -105 -5%
Citadel Advisors
367
Citadel Advisors
Florida
$304K -$23M -147,727 -99%
CCS
368
Concentric Capital Strategies
Connecticut
$300K +$318K +2,040 New
NA
369
NewEdge Advisors
Louisiana
$299K +$5.61K +36 +2%
CAM
370
Claret Asset Management
Quebec, Canada
$299K +$2.18K +14 +0.7%
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$299K
OAM
372
OP Asset Management
$295K +$313K +2,007 New
FFG
373
Frisch Financial Group
New York
$294K
SWM
374
Silverlake Wealth Management
Vermont
$294K
PCS
375
Personal CFO Solutions
New Jersey
$293K +$14.3K +92 +5%