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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$550K -$107K -5,710 -20%
AFG
277
Albion Financial Group
Utah
$548K -$68.7K -3,656 -14%
AWM
278
Axxcess Wealth Management
California
$544K -$222K -11,799 -34%
AF
279
Allworth Financial
California
$543K +$350K +18,589 +409%
AWM
280
Avitas Wealth Management
California
$538K +$11.5K +611 +3%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$526K -$30.4K -1,617 -7%
CL
282
CSS LLC
Illinois
$525K -$903K -48,000 -68%
EI
283
Ethic Inc
New York
$523K +$174K +9,276 +71%
CWC
284
Carolinas Wealth Consulting
North Carolina
$514K
FIA
285
Foundations Investment Advisors
Arizona
$509K +$616K +32,781 New
HFM
286
Harvest Fund Management
China
$505K
MG
287
Marex Group
$497K +$398K +21,180 New
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$489K +$17.8K +949 +5%
MW
289
MBL Wealth
North Carolina
$488K -$48.9K -2,600 -11%
APG Asset Management
290
APG Asset Management
Netherlands
$482K +$6K +319 +1%
KPWS
291
Kestra Private Wealth Services
Texas
$482K -$71.2K -3,786 -16%
MML Investors Services
292
MML Investors Services
Massachusetts
$481K -$33.7K -1,793 -8%
VFA
293
Valeo Financial Advisors
Indiana
$477K -$4.4K -234 -1%
MSFP
294
Mark Sheptoff Financial Planning
Connecticut
$450K -$154K -8,200 -30%
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K +$9.01K +479 +3%
AWM
296
AE Wealth Management
Kansas
$446K -$374K -19,885 -41%
PP
297
Paloma Partners
Connecticut
$445K +$342K +18,189 +2,353%
TNA
298
True North Advisors
Texas
$436K +$102K +5,419 +41%
CG
299
Caprock Group
Idaho
$433K -$23.6K -1,255 -6%
CWM
300
CIBC World Markets
New York
$430K +$345K +18,337 New