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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
401
Wilmington Savings Fund Society
Delaware
$791 – – –
SIM
402
Synergy Investment Management
Florida
$712 +$684 +315 New
UB
403
UMB Bank
Missouri
$678 – – –
ADL
404
Asset Dedication LLC
California
$678 +$651 +300 New
HNB
405
Huntington National Bank
Ohio
$596 -$80 -37 -12%
CFD
406
Creative Financial Designs
Indiana
$588 – – –
KFAS
407
Keating Financial Advisory Services
Kansas
$565 – – –
NEWAS
408
N.E.W. Advisory Services
Wisconsin
$565 +$543 +250 New
BWL
409
Bogart Wealth LLC
Virginia
$554 +$141 +65 +36%
GWP
410
Gen-Wealth Partners
Michigan
$531 – – –
BIA
411
Bell Investment Advisors
California
$491 +$471 +217 New
BFS
412
Bare Financial Services
Pennsylvania
$488 -$48 -22 -9%
LFG
413
Larson Financial Group
Missouri
$452 -$434 -200 -50%
GFA
414
Godfrey Financial Associates
New York
$452 – – –
HIMS
415
Hager Investment Management Services
New Hampshire
$452 – – –
AAP
416
Arax Advisory Partners
Colorado
$432 -$1.03K -475 -71%
WA
417
WPG Advisers
Maryland
$429 – – –
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$359 +$128 +59 +59%
CMA
419
Cedar Mountain Advisors
Oregon
$353 – – –
RWM
420
RMG Wealth Management
Wisconsin
$352 – – –
FP
421
Financial Perspectives
Minnesota
$339 – – –
HWM
422
HighMark Wealth Management
Minnesota
$339 – – –
FCAS
423
First Command Advisory Services
Texas
$339 +$326 +150 New
CPG
424
Cornerstone Planning Group
New Jersey
$332 – – –
CVM
425
Cheviot Value Management
California
$301 – – –