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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
526
Wealth Enhancement Advisory Services
Minnesota
$864K +$800K +17,500 New
ACA
527
Atlas Capital Advisors
Wyoming
$862K +$37.4K +818 +5%
Dynamic Advisor Solutions
528
Dynamic Advisor Solutions
Arizona
$861K -$274 -6 -0%
CreativeOne Wealth
529
CreativeOne Wealth
Kansas
$860K +$133K +2,900 +20%
TWD
530
True Wealth Design
Ohio
$857K +$67K +1,465 +9%
SA
531
SRN Advisors
Pennsylvania
$856K -$16.2K -354 -2%
CCIA
532
Campbell & Co Investment Adviser
Maryland
$841K -$908K -19,874 -54%
Tocqueville Asset Management
533
Tocqueville Asset Management
New York
$840K -$4.16K -91 -0.5%
Everett Harris & Co
534
Everett Harris & Co
California
$839K – – –
Brown Brothers Harriman & Co
535
Brown Brothers Harriman & Co
New York
$827K +$9.28K +203 +1%
Quadrant Capital Group
536
Quadrant Capital Group
Ohio
$822K +$17.6K +386 +2%
Cullen/Frost Bankers
537
Cullen/Frost Bankers
Texas
$810K -$7.04K -154 -0.9%
HC
538
HNP Capital
New York
$809K -$8.04K -176 -1%
AC
539
AXQ Capital
New Jersey
$809K +$749K +16,390 New
FHB
540
First Hawaiian Bank
Hawaii
$805K +$179K +3,924 +32%
Williams Jones Wealth Management
541
Williams Jones Wealth Management
New York
$803K -$777 -17 -0.1%
Oppenheimer & Co
542
Oppenheimer & Co
New York
$803K +$249K +5,453 +50%
Moran Wealth Management
543
Moran Wealth Management
Florida
$801K -$6.17M -135,055 -89%
CCM
544
Crew Capital Management
Ohio
$801K – – –
SA
545
Syntax Advisors
New York
$801K -$18.3K -401 -2%
VCG
546
Vantage Consulting Group
Virginia
$801K -$18.3K -401 -2%
OWA
547
Octavia Wealth Advisors
Ohio
$800K +$549 +12 +0.1%
GSEP
548
Golden State Equity Partners
California
$798K +$739K +16,171 New
United Capital Financial Advisors
549
United Capital Financial Advisors
Texas
$794K +$41.1K +900 +6%
WAG
550
Windsor Advisory Group
Ohio
$790K -$1.37K -30 -0.2%