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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
651
Lido Advisors
California
$470K +$512 +12 +0.1%
FTIOP
652
Fiduciary Trust International of Pennsylvania
Pennsylvania
$465K -$4.27K -100 -0.9%
MAM
653
Martingale Asset Management
Massachusetts
$465K +$155K +3,638 +52%
AWA
654
ARS Wealth Advisors
Florida
$464K -$21.5K -504 -5%
WA
655
WBH Advisory
Maryland
$460K
AssetMark Inc
656
AssetMark Inc
California
$458K -$39K -914 -8%
Fidelity International
657
Fidelity International
Bermuda
$458K
CCA
658
Cobblestone Capital Advisors
New York
$454K
AF
659
Advisornet Financial
Minnesota
$454K +$441K +10,342 New
FIM
660
Foresters Investment Management
New York
$453K +$276K +6,456 +168%
PWMAG
661
Pinnacle Wealth Management Advisory Group
New Jersey
$451K +$8.96K +210 +2%
CWM
662
Cornerstone Wealth Management
Missouri
$450K +$7.68K +180 +2%
RCM
663
RNC Capital Management
California
$449K -$14.2K -332 -3%
CFMC
664
Curbstone Financial Management Corp
New Hampshire
$441K -$446K -10,450 -51%
ACI
665
Alpha Cubed Investments
California
$441K +$73.8K +1,730 +21%
SFG
666
Sather Financial Group
Texas
$440K
CCM
667
Check Capital Management
California
$439K -$597K -13,990 -58%
NIT
668
NumerixS Investment Technologies
British Columbia, Canada
$439K -$341K -8,000 -44%
GSBTD
669
Glenview State Bank Trust Department
Illinois
$439K
FC
670
Ferris Capital
Massachusetts
$436K +$424K +9,938 New
APP
671
Avantax Planning Partners
Iowa
$434K -$630K -14,750 -60%
BFG
672
Beacon Financial Group
Texas
$433K -$4.01K -94 -0.9%
IAA
673
Independent Advisor Alliance
North Carolina
$431K +$148K +3,468 +57%
Fuller & Thaler Asset Management
674
Fuller & Thaler Asset Management
California
$430K
HTHT
675
Hemenway Trust Hemenway Trust
New Hampshire
$426K