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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
326
Wolff Financial Management
Michigan
$481K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$475K +$105K +1,302 +30%
HIS
328
Harvest Investment Services
Illinois
$465K +$443K +5,493 New
VT
329
Vise Technologies
New York
$458K +$436K +5,405 New
AWM
330
AE Wealth Management
Kansas
$458K -$47.1K -584 -10%
CWS
331
Confluence Wealth Services
Pennsylvania
$452K +$55.3K +685 +15%
IA
332
IFP Advisors
Florida
$448K -$151K -1,875 -28%
AC
333
AlphaCore Capital
California
$448K +$24.2K +300 +6%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$446K -$11.2K -139 -3%
CIA
335
Concurrent Investment Advisors
Florida
$438K +$123K +1,522 +42%
AFG
336
Allegheny Financial Group
Pennsylvania
$428K +$2.42K +30 +0.6%
SC
337
SummitTX Capital
Texas
$428K +$408K +5,050 New
IWA
338
IVC Wealth Advisors
Pennsylvania
$422K -$40.8K -505 -9%
HCM
339
HMS Capital Management
Tennessee
$420K -$10.8K -134 -3%
HNB
340
Huntington National Bank
Ohio
$414K +$323 +4 +0.1%
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$409K +$389K +4,825 New
CBA
342
Coastal Bridge Advisors
Connecticut
$407K
URS
343
Utah Retirement Systems
Utah
$406K -$9.04K -112 -2%
PA
344
Parallel Advisors
California
$405K +$10.4K +129 +3%
FAIM
345
Financial Advocates Investment Management
Washington
$403K +$1.37K +17 +0.4%
NG
346
Novem Group
New York
$403K
ACM
347
Armbruster Capital Management
New York
$401K -$807K -10,000 -68%
MOS
348
MGO One Seven
Ohio
$395K +$2.5K +31 +0.7%
AF
349
Allworth Financial
California
$392K +$208K +2,582 +126%
JWCA
350
J.W. Cole Advisors
Florida
$390K +$39.6K +491 +12%