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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
251
Fiera Capital (Canada)
Quebec, Canada
$249K -$5.22K -113 -2%
PCA
252
Personal Capital Advisors
California
$245K -$28.6K -619 -9%
WPC
253
Waters Parkerson & Co
Louisiana
$242K -$5.09K -110 -2%
MPPW
254
Mitchell & Pahl Private Wealth
Oklahoma
$239K +$19.6K +425 +8%
QCG
255
Quadrant Capital Group
Ohio
$236K -$139 -3 -0.1%
HFP
256
Holistic Financial Partners
Indiana
$226K +$13.5K +293 +6%
SWM
257
Spire Wealth Management
Virginia
$223K -$40.4K -874 -14%
TCA
258
Transcend Capital Advisors
New Jersey
$222K -$6.2K -134 -2%
BFC
259
Bedel Financial Consulting
Indiana
$222K -$4.62K -100 -2%
TAIM
260
TD Ameritrade Investment Management
Nebraska
$222K +$60.2K +1,301 +32%
FSA
261
Franklin Street Advisors
North Carolina
$221K +$18K +390 +8%
EI
262
Ellevest Inc
New York
$219K +$22.6K +488 +10%
EGM
263
Engineers Gate Manager
New York
$217K -$98.3K -2,126 -29%
CT
264
Cambridge Trust
Massachusetts
$216K -$4.53K -98 -2%
LTI
265
Laffer Tengler Investments
Tennessee
$208K +$234K +5,058 New
WCM
266
Washington Capital Management
Washington
$207K -$4.3K -93 -2%
PCS
267
Personal CFO Solutions
New Jersey
$202K +$7.86K +170 +4%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$201K -$11.4K -246 -5%
APA
269
American Portfolios Advisors
New York
$177K +$5.27K +114 +3%
HDIM
270
Hanson & Doremus Investment Management
Vermont
$163K -$492K -10,644 -72%
SC
271
Sierra Capital
Florida
$159K -$3.33K -72 -2%
CAL
272
Capital Analysts LLC
Pennsylvania
$152K +$24K +520 +16%
BWP
273
Baldwin Wealth Partners
Massachusetts
$151K -$13.7K -296 -7%
RFWA
274
RPg Family Wealth Advisory
Massachusetts
$151K +$170K +3,668 New
SN
275
Sittner & Nelson
Oregon
$136K -$2.82K -61 -2%