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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$703K +$744K +42,645 New
SIA
277
Schechter Investment Advisors
Michigan
$679K -$39.8K -2,280 -5%
AAM
278
Advisors Asset Management
Colorado
$679K -$73.6K -4,215 -9%
BSAM
279
Blue Square Asset Management
New York
$672K +$711K +40,750 New
DAS
280
Dynamic Advisor Solutions
Arizona
$664K +$240K +13,765 +52%
MWM
281
Mission Wealth Management
California
$663K -$8.55K -490 -1%
MG
282
Marex Group
$657K +$355K +20,340 +104%
PWG
283
Portside Wealth Group
Utah
$643K +$22.6K +1,295 +3%
WTC
284
WhitTier Trust Company
Nevada
$633K – – –
JIC
285
Johnson Investment Counsel
Ohio
$630K -$175 -10 -0%
IAA
286
Independent Advisor Alliance
North Carolina
$625K -$113K -6,490 -15%
BP
287
Ballentine Partners
Massachusetts
$625K +$18K +1,030 +3%
CCFP
288
Charles Carroll Financial Partners
Massachusetts
$618K – – –
EWA
289
EP Wealth Advisors
California
$612K +$648K +37,115 New
MOS
290
MGO One Seven
Ohio
$611K -$96.9K -5,555 -13%
ECM
291
Evergreen Capital Management
Washington
$607K -$33.3K -1,910 -5%
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$589K -$581K -33,285 -48%
HW
293
Hancock Whitney
Mississippi
$586K +$17.1K +980 +3%
RP
294
Riverwater Partners
Wisconsin
$581K -$30.1K -1,725 -5%
Toronto Dominion Bank
295
Toronto Dominion Bank
Ontario, Canada
$578K +$91.9K +5,265 +18%
ASN
296
Advisory Services Network
Georgia
$573K +$873 +50 +0.1%
NAS
297
Nicolet Advisory Services
Wisconsin
$572K +$19.5K +1,115 +3%
PA
298
Procyon Advisors
Connecticut
$572K +$302K +17,290 +99%
KPWS
299
Kestra Private Wealth Services
Texas
$570K +$91.9K +5,265 +18%
Nuveen
300
Nuveen
North Carolina
$569K – – –