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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
551
Wealth Enhancement Advisory Services
Minnesota
$501K +$465K +21,863 New
Truist Financial
552
Truist Financial
North Carolina
$500K -$17.2K -808 -3%
AMIM
553
Aull & Monroe Investment Management
Alabama
$498K -$8.51K -400 -2%
ECM
554
Everence Capital Management
Indiana
$496K -$181K -8,500 -26%
Northwestern Mutual Wealth Management
555
Northwestern Mutual Wealth Management
Wisconsin
$496K -$21.8K -1,025 -4%
PT
556
Plimoth Trust
Massachusetts
$495K +$501K +23,545 New
DC
557
Davenport & Co
Virginia
$493K +$18.3K +860 +4%
DS
558
DRW Securities
Illinois
$492K +$498K +23,400 New
HIM
559
Hillsdale Investment Management
Ontario, Canada
$491K – – –
FAN
560
Financial Advisors Network
California
$489K +$83.9K +3,943 +20%
JFG
561
Jefferies Financial Group
New York
$485K +$491K +23,087 New
CICI
562
Capital Investment Counsel Inc
North Carolina
$479K -$35.4K -1,665 -7%
CCM
563
Canal Capital Management
Virginia
$477K +$186K +8,723 +62%
BO
564
BRR OpCo
Ohio
$476K -$91.7K -4,312 -16%
GFPC
565
Global Financial Private Capital
Florida
$476K +$482K +22,658 New
RIM
566
Rampart Investment Management
Connecticut
$471K -$10.2K -481 -2%
RS
567
Robeco Schweiz
Switzerland
$464K +$11.4K +537 +3%
BAC
568
Boys Arnold & Co
North Carolina
$462K -$43 -2 -0%
BIAS
569
Beacon Investment Advisory Services
New Jersey
$458K -$190K -8,911 -29%
Kovitz Investment Group Partners
570
Kovitz Investment Group Partners
Illinois
$455K -$53.2K -2,500 -10%
Twin Tree Management
571
Twin Tree Management
Texas
$454K -$1.77M -83,185 -79%
SC
572
Savant Capital
Illinois
$448K -$66.6K -3,130 -13%
PNC
573
Park National Corp
Ohio
$445K -$38K -1,786 -8%
BCM
574
Bluefin Capital Management
New York
$443K +$449K +21,100 New
FPFS
575
First Personal Financial Services
North Carolina
$439K +$24.2K +1,139 +6%