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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Dynasty Wealth Management
Florida
$243K +$255K +7,019 New
BFEC
552
Benjamin F. Edwards & Company
Missouri
$243K -$12.9K -355 -5%
CPC
553
Consolidated Planning Corp
Georgia
$239K – – –
SC
554
Steph & Co
Wisconsin
$237K -$2.65K -73 -1%
UCFA
555
United Capital Financial Advisors
Texas
$237K -$55.8K -1,536 -18%
BFM
556
Boothbay Fund Management
New York
$236K +$28K +769 +13%
SWP
557
Stratos Wealth Partners
Ohio
$230K -$4.11K -113 -2%
FHA
558
First Horizon Advisors
Tennessee
$228K +$31K +853 +15%
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$224K -$231K -6,362 -50%
EWA
560
EverSource Wealth Advisors
Alabama
$223K -$140K -3,859 -37%
AWM
561
Axxcess Wealth Management
California
$223K +$234K +6,427 New
MA
562
Mutual Advisors
Nebraska
$220K -$5.53K -152 -2%
SPA
563
Sherbrooke Park Advisers
New York
$220K +$231K +6,355 New
RAM
564
Readystate Asset Management
Illinois
$219K +$230K +6,331 New
CI
565
Cigna Investments
Connecticut
$216K – – –
LNC
566
Lincoln National Corp
Pennsylvania
$216K -$37.3K -1,026 -14%
Baird Financial Group
567
Baird Financial Group
Wisconsin
$213K +$224K +6,152 New
WCA
568
Westover Capital Advisors
Delaware
$213K – – –
AC
569
Avestar Capital
New York
$211K +$221K +6,079 New
BEAM
570
Baker Ellis Asset Management
Washington
$208K -$36.4K -1,000 -14%
PWM
571
Perigon Wealth Management
California
$206K +$216K +5,943 New
William Blair & Company
572
William Blair & Company
Illinois
$205K -$28.4K -782 -12%
HWAM
573
Hennion & Walsh Asset Management
New Jersey
$204K +$214K +5,894 New
ORG
574
Optimist Retirement Group
Washington
$203K +$213K +5,859 New
WSC
575
Wellington Shields & Co
New York
$203K – – –