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Axcelis

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$540K +$48.5K +327 +13%
NWAG
227
Net Worth Advisory Group
Utah
$539K -$26.9K -181 -6%
PWPS
228
Pinnacle Wealth Planning Services
Ohio
$534K -$7.86K -53 -2%
ECM
229
Everence Capital Management
Indiana
$524K
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$503K +$17.2K +116 +2%
MC
231
Maverick Capital
Texas
$498K +$390K +2,630 New
AHL
232
Abel Hall LLC
Louisiana
$497K +$742 +5 +0.2%
CFO
233
Callan Family Office
Pennsylvania
$487K +$2.97K +20 +0.8%
Mitsubishi UFJ Trust & Banking
234
Mitsubishi UFJ Trust & Banking
Japan
$486K +$381K +2,566 New
Blackstone Inc
235
Blackstone Inc
New York
$481K +$376K +2,537 New
IWC
236
Integrated Wealth Concepts
Massachusetts
$479K +$18.4K +124 +5%
CIP
237
Cornerstone Investment Partners
Georgia
$471K -$17.8K -120 -5%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$471K +$46.9K +316 +15%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$470K -$48.2K -325 -11%
CAM
240
Cresset Asset Management
Illinois
$470K
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$469K -$23.1K -156 -6%
AWM
242
AE Wealth Management
Kansas
$465K -$46K -310 -11%
LCGC
243
Legacy Capital Group California
California
$461K +$361K +2,435 New
Baird Financial Group
244
Baird Financial Group
Wisconsin
$451K -$6.38K -43 -2%
EF
245
Empowered Funds
Pennsylvania
$449K -$5.45M -36,715 -94%
Focus Partners Wealth
246
Focus Partners Wealth
Massachusetts
$446K +$350K +2,356 New
VEA
247
Virtus ETF Advisers
New York
$442K +$16.5K +111 +5%
DADC
248
D.A. Davidson & Co
Montana
$436K
BPA
249
Beacon Pointe Advisors
California
$423K -$13.4K -90 -4%
KFP
250
Kerr Financial Planning
California
$422K +$11.1K +75 +3%