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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
551
Personal CFO Solutions
New Jersey
$303K -$58.7K -873 -17%
IWM
552
IHT Wealth Management
Illinois
$301K +$6.25K +93 +2%
SPIA
553
Steward Partners Investment Advisory
New York
$300K +$11.5K +171 +4%
CMMS
554
Comprehensive Money Management Services
Florida
$300K – – –
CI
555
Cigna Investments
Connecticut
$298K – – –
EWA
556
EverSource Wealth Advisors
Alabama
$297K +$66K +982 +30%
SC
557
Syon Capital
California
$296K +$13.9K +207 +5%
FTC
558
Farmers Trust Company
Ohio
$294K -$7.39K -110 -3%
WOC
559
West Oak Capital
California
$293K -$3.7K -55 -1%
AIP
560
Ameritas Investment Partners
Nebraska
$290K -$7.93K -118 -3%
MAS
561
Meeder Advisory Services
Ohio
$288K +$5.38K +80 +2%
DWA
562
Dorsey Wright & Associates
California
$287K -$6.18K -92 -2%
GLA
563
Great Lakes Advisors
Illinois
$286K +$275K +4,087 New
Wolverine Trading
564
Wolverine Trading
Illinois
$286K +$277K +4,129 New
SI
565
Stephens Inc
Arkansas
$285K -$61.1K -910 -18%
WA
566
Wealth Alliance
New York
$284K +$6.45K +96 +2%
WWC
567
Waypoint Wealth Counsel
Georgia
$283K +$272K +4,050 New
SWP
568
Stratos Wealth Partners
Ohio
$283K -$48.9K -727 -15%
CI
569
CX Institutional
Indiana
$279K +$49.3K +733 +23%
TCWA
570
Turtle Creek Wealth Advisors
Texas
$279K +$53.1K +791 +25%
PS
571
Planned Solutions
California
$278K – – –
PA
572
Parallel Advisors
California
$278K +$11.8K +175 +5%
EW
573
Evoke Wealth
California
$277K +$265K +3,937 New
NSEDCP
574
NJ State Employees Deferred Compensation Plan
New Jersey
$275K – – –
Brown Advisory
575
Brown Advisory
Maryland
$273K -$16.9K -252 -6%