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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
576
Wealth Enhancement Advisory Services
Minnesota
$535K +$21K +557 +4%
AAS
577
Ameritas Advisory Services
Nebraska
$533K +$487K +12,932 New
CWS
578
Confluence Wealth Services
Pennsylvania
$532K +$487K +12,935 New
KeyBank National Association
579
KeyBank National Association
Ohio
$528K +$49.2K +1,307 +11%
VCAM
580
Van Cleef Asset Management
Ohio
$527K +$44.8K +1,190 +10%
PTC
581
Private Trust Company
Ohio
$520K -$5.08K -135 -1%
AOWM
582
Alpha Omega Wealth Management
Virginia
$514K
DC
583
Davenport & Co
Virginia
$513K -$18K -478 -4%
HIA
584
Harbor Investment Advisory
Maryland
$511K -$13.1K -347 -3%
RCM
585
RNC Capital Management
California
$510K
NIM
586
Nexus Investment Management
Ontario, Canada
$508K
AG
587
AlphaSimPlex Group
Massachusetts
$506K -$473K -12,549 -51%
EBWM
588
Eagle Bluffs Wealth Management
Missouri
$506K +$462K +12,276 New
NA
589
NewEdge Advisors
Louisiana
$502K +$459K +12,199 New
WMA
590
Wealth Management Associates
New Jersey
$498K -$19K -505 -4%
CAM
591
Costello Asset Management
Pennsylvania
$494K +$791 +21 +0.2%
DMBA
592
Deseret Mutual Benefit Administrators
Utah
$493K
MGP
593
Metis Global Partners
California
$493K +$450K +11,959 New
GI
594
Gradient Investments
Minnesota
$492K +$10.8K +287 +2%
MIP
595
Marietta Investment Partners
Wisconsin
$491K
RIA
596
Realta Investment Advisors
Delaware
$491K +$8.81K +234 +2%
IWM
597
IHT Wealth Management
Illinois
$482K +$29.9K +794 +7%
AWM
598
Axxcess Wealth Management
California
$482K +$441K +11,704 New
UAS
599
United Asset Strategies
New York
$481K +$56.1K +1,489 +15%
FB
600
Fulton Bank
Pennsylvania
$480K +$5.5K +146 +1%