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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$285K +$29.8K +430 +17%
CL
677
Choreo LLC
Illinois
$285K +$208K +3,000 New
EWA
678
EP Wealth Advisors
California
$285K +$208K +3,000 New
FMLI
679
Fukoku Mutual Life Insurance
Japan
$285K +$208K +3,000 New
SFA
680
Souders Financial Advisors
Ohio
$284K +$208K +2,990 New
PI
681
Parkside Investments
Illinois
$284K +$208K +3,000 New
PA
682
PFG Advisors
Arizona
$281K +$189K +2,720 New
NFG
683
Next Financial Group
Texas
$280K -$103K -1,480 -33%
BWP
684
Baldwin Wealth Partners
Massachusetts
$279K +$83.3K +1,200 +69%
SCM
685
Southport Capital Management
Tennessee
$277K +$203K +2,920 New
UAS
686
United Asset Strategies
New York
$275K +$201K +2,900 New
IWM
687
IHT Wealth Management
Illinois
$271K +$198K +2,850 New
VA
688
Valmark Advisers
Ohio
$270K +$197K +2,840 New
Chevy Chase Trust
689
Chevy Chase Trust
Maryland
$269K +$196K +2,830 New
PSUF
690
People's United Financial
Connecticut
$268K +$196K +2,820 New
PFA
691
Professional Financial Advisors
Nebraska
$263K +$192K +2,770 New
ISL
692
Ingalls & Snyder LLC
New York
$261K +$191K +2,750 New
LFG
693
Larson Financial Group
Missouri
$260K -$11.8K -170 -6%
GCP
694
Gill Capital Partners
Colorado
$259K +$189K +2,730 New
RG
695
Rikoon Group
New Mexico
$257K +$188K +2,710 New
WWM
696
Western Wealth Management
Colorado
$255K +$187K +2,690 New
AO
697
Advisor OS
Illinois
$252K +$184K +2,650 New
EH
698
Equitable Holdings
New York
$251K +$183K +2,640 New
CCM
699
Covington Capital Management
California
$247K
CF
700
Centaurus Financial
California
$247K +$14.6K +210 +9%