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Name Holding Trade Value Shares
Change
Change in
Stake
AMG
376
Advisors Management Group
Wisconsin
$227K -$12.3K -168 -5%
S
377
SimplyRich
California
$225K – – –
DP
378
Dearborn Partners
Illinois
$223K +$1.68K +23 +0.7%
Lido Advisors
379
Lido Advisors
California
$222K +$13.3K +182 +6%
BC
380
Bridgefront Capital
Texas
$222K +$232K +3,180 New
JE
381
JMAC Enterprises
Pennsylvania
$221K – – –
BBW
382
Blue Barn Wealth
Utah
$219K +$5.62K +77 +3%
ARC
383
Advisor Resource Council
Texas
$214K +$224K +3,069 New
LNC
384
Lincoln National Corp
Pennsylvania
$213K +$25K +342 +13%
MG
385
Mather Group
Illinois
$212K -$875 -12 -0.4%
TPW
386
Transatlantique Private Wealth
New York
$212K +$222K +3,045 New
AWM
387
AE Wealth Management
Kansas
$207K +$10.9K +149 +5%
CSIC
388
Clifford Swan Investment Counsel
California
$205K -$19.3K -264 -8%
GT
389
Greenleaf Trust
Michigan
$204K +$213K +2,913 New
PPWM
390
Paragon Private Wealth Management
Kentucky
$203K – – –
PFO
391
Pathstone Family Office
New Jersey
$201K +$41.5K +569 +25%
VC
392
Veracity Capital
Georgia
$201K -$13.2K -181 -6%
CA
393
Clearstead Advisors
Ohio
$198K – – –
AP
394
Arlington Partners
Alabama
$180K – – –
WI
395
Wahed Invest
New York
$172K +$180K +2,465 New
IA
396
IFP Advisors
Florida
$146K – – –
EW
397
Evoke Wealth
California
$143K -$56.8K -778 -28%
SPIA
398
Steward Partners Investment Advisory
New York
$140K -$13K -178 -8%
ACA
399
Atlas Capital Advisors
Wyoming
$140K -$221K -3,025 -60%
FHA
400
First Horizon Advisors
Tennessee
$138K +$41.3K +566 +40%