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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$69K +$2.87K +594 +5%
AAS
302
Annex Advisory Services
Wisconsin
$68K -$4.83K -1,000 -7%
IFWM
303
Institute for Wealth Management
Colorado
$67K
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$65K +$59K +12,236 New
LFAS
305
Level Four Advisory Services
Texas
$64K -$20.6K -4,272 -26%
NCM
306
Northside Capital Management
Oregon
$64K
WIA
307
Westbourne Investment Advisors
Maryland
$63K +$3.86K +800 +7%
KWM
308
Kingsview Wealth Management
Oregon
$62K +$2.41K +500 +5%
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$61K -$19K -3,938 -26%
BSW
310
Buckingham Strategic Wealth
Missouri
$61K -$13.1K -2,705 -19%
FHA
311
Flagship Harbor Advisors
Massachusetts
$61K
EWM
312
Endurance Wealth Management
Rhode Island
$60K -$16.9K -3,500 -24%
APG
313
Abacus Planning Group
South Carolina
$60K
WPW
314
Warther Private Wealth
Ohio
$60K +$53.6K +11,100 New
BCV
315
Banque Cantonale Vaudoise
Switzerland
$59K -$174K -36,036 -76%
FB
316
Fulton Bank
Pennsylvania
$59K -$5.36K -1,111 -9%
CPIG
317
Chicago Partners Investment Group
Illinois
$59K
CFB
318
Cullen/Frost Bankers
Texas
$59K
STA
319
Summit Trail Advisors
New York
$59K
SFS
320
Strategic Financial Services
New York
$59K +$4.83K +1,000 +10%
Cerity Partners
321
Cerity Partners
New York
$57K -$39.7K -8,231 -43%
KA
322
KLCM Advisors
Wisconsin
$57K +$51.8K +10,726 New
PAM
323
Peak Asset Management
Colorado
$56K
TNA
324
True North Advisors
Texas
$56K
GWM
325
Gitterman Wealth Management
New Jersey
$56K +$50.4K +10,448 New