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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
351
180 Wealth Advisors
Washington
$306K +$45.7K +927 +18%
EIP
352
Epoch Investment Partners
New York
$303K +$11.9K +242 +4%
CAN
353
Cetera Advisor Networks
California
$301K -$37.7K -764 -11%
SRC
354
Shufro Rose & Co
New York
$300K
HI
355
Harrington Investments
California
$300K +$6.71K +136 +2%
SVWAG
356
Sound View Wealth Advisors Group
Georgia
$300K +$7K +142 +2%
RIL
357
Rothschild Investment LLC
Illinois
$297K
BP
358
Ballentine Partners
Massachusetts
$296K -$4.14K -84 -1%
QCG
359
Quadrant Capital Group
Ohio
$294K -$34.6K -702 -10%
MC
360
Moors & Cabot
Massachusetts
$293K -$28.3K -574 -9%
GWM
361
Geneos Wealth Management
Colorado
$293K +$15.4K +312 +6%
FT
362
Fiduciary Trust
Massachusetts
$286K -$31.8K -645 -10%
ECM
363
Evergreen Capital Management
Washington
$284K +$42.6K +864 +17%
KeyBank National Association
364
KeyBank National Association
Ohio
$282K -$87.6K -1,777 -23%
GTCM
365
Gyon Technologies Capital Management
New Jersey
$281K -$211K -4,277 -43%
CPA
366
Clear Perspective Advisors
Illinois
$281K -$54.1K -1,096 -16%
CGL
367
Clarius Group LLC
Washington
$281K -$13.9K -282 -5%
DP
368
Dearborn Partners
Illinois
$273K
TYCC
369
Texas Yale Capital Corp
Florida
$270K
W
370
WealthStone
Ohio
$269K +$2.32K +47 +0.9%
MIG
371
McGuire Investment Group
Rhode Island
$268K +$24.4K +495 +10%
LOPW
372
Live Oak Private Wealth
North Carolina
$268K +$58.7K +1,190 +28%
ACS
373
Archford Capital Strategies
Illinois
$266K +$11.7K +238 +5%
GAMC
374
Garner Asset Management Corp
Texas
$265K
VFA
375
Valeo Financial Advisors
Indiana
$265K +$13K +264 +5%