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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
526
Chicago Partners Investment Group
Illinois
$989K -$43.5K -656 -4%
Wealthfront Advisers
527
Wealthfront Advisers
California
$987K +$205K +3,091 +26%
GWSG
528
GPS Wealth Strategies Group
Colorado
$972K +$40.7K +614 +4%
KIG
529
Kennedy Investment Group
New Jersey
$964K +$106K +1,600 +12%
NP
530
Nilsine Partners
Colorado
$962K +$148K +2,233 +18%
GCM
531
Gables Capital Management
Florida
$961K -$127K -1,910 -12%
VFA
532
Valeo Financial Advisors
Indiana
$956K -$8.16K -123 -0.8%
SS
533
Sunbelt Securities
Texas
$951K +$60.7K +915 +7%
FTDI
534
First Trust Direct Indexing
Massachusetts
$945K -$51.8K -781 -5%
MIC
535
Means Investment Company
Maine
$942K -$9.88K -149 -1%
IAIM
536
International Assets Investment Management
Florida
$939K -$148K -2,225 -14%
PCS
537
Personal CFO Solutions
New Jersey
$939K +$943K +14,209 New
SGI
538
Summit Global Investments
Utah
$937K +$722K +10,880 +329%
VWM
539
Venturi Wealth Management
Texas
$931K +$203K +3,060 +28%
BCM
540
BlueMar Capital Management
Florida
$928K +$159K +2,399 +21%
AA
541
Ancora Advisors
Ohio
$927K -$35.2K -530 -4%
CC
542
Centiva Capital
New York
$922K +$843K +12,709 +1,022%
IVP
543
Intrinsic Value Partners
Arizona
$919K -$133 -2 -0%
OWMIAS
544
One Wealth Management Investment & Advisory Services
Florida
$906K +$518K +7,805 +132%
SGA
545
Seaport Global Advisors
Massachusetts
$903K +$56.2K +847 +7%
AC
546
Avestar Capital
New York
$901K +$308K +4,640 +52%
PCIA
547
Prime Capital Investment Advisors
Kansas
$899K -$581K -8,759 -39%
CA
548
Corrado Advisors
New Jersey
$898K – – –
BFG
549
Bleakley Financial Group
New Jersey
$892K -$187K -2,812 -17%
WANY
550
Wealthspire Advisors (New York)
New York
$886K +$662K +9,987 +292%