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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
551
Citizens Financial Group
Rhode Island
$771K +$203K +2,470 +28%
IA
552
IAM Advisory
Pennsylvania
$770K +$48.4K +590 +5%
JWM
553
Jeppson Wealth Management
California
$767K +$255K +3,100 +38%
STA
554
Summit Trail Advisors
New York
$760K +$478K +5,820 +107%
GC
555
Guggenheim Capital
Illinois
$754K +$163K +1,990 +22%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$749K -$108K -1,320 -11%
P
557
Paradiem
Louisiana
$747K +$41.1K +500 +4%
RHBC
558
R.H. Bluestein & Co
Michigan
$741K -$193K -2,350 -18%
TCM
559
Traynor Capital Management
Pennsylvania
$740K +$529K +6,440 +143%
HIA
560
Harbor Investment Advisory
Maryland
$735K -$244K -2,970 -21%
PI
561
PFS Investments
Georgia
$734K -$817K -9,950 -48%
MWM
562
Mission Wealth Management
California
$732K -$270K -3,290 -23%
MC
563
Moors & Cabot
Massachusetts
$728K -$296K -3,600 -25%
CG
564
Caprock Group
Idaho
$726K -$167K -2,040 -16%
BIAS
565
Beacon Investment Advisory Services
New Jersey
$721K +$103K +1,250 +13%
CFD
566
Creative Financial Designs
Indiana
$721K +$131K +1,590 +18%
COI
567
Connable Office Inc
Michigan
$716K +$86.2K +1,050 +11%
KA
568
Kercheville Advisors
Texas
$710K -$469K -5,710 -35%
Acadian Asset Management
569
Acadian Asset Management
Massachusetts
$695K -$86.2K -1,050 -9%
BCI
570
Brinker Capital Investments
Pennsylvania
$694K -$155K -1,890 -16%
GVAG
571
Great Valley Advisor Group
Delaware
$690K -$45.2K -550 -6%
AC
572
Avestar Capital
New York
$688K +$187K +2,280 +29%
VWA
573
V Wealth Advisors
Kansas
$687K -$67.3K -820 -7%
LWAC
574
Laurel Wealth Advisors (California)
California
$687K +$3.28K +40 +0.4%
W
575
Wealthsimple
Ontario, Canada
$684K -$145K -1,760 -18%