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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1226
Lido Advisors
California
$414K +$426K +2,832 New
SSWM
1227
Smith Salley Wealth Management
North Carolina
$411K
ATIA
1228
American Trust Investment Advisors
New Hampshire
$410K -$55.7K -370 -12%
NIM
1229
Northeast Investment Management
Massachusetts
$410K -$34.6K -230 -8%
MHS
1230
M Holdings Securities
Oregon
$410K +$156K +1,038 +59%
AA
1231
ALPS Advisors
Colorado
$404K -$15.4K -102 -4%
RA
1232
RFG Advisory
Alabama
$403K
MCM
1233
MV Capital Management
Maryland
$401K -$23.6K -157 -5%
RFA
1234
Reilly Financial Advisors
California
$400K +$12.3K +82 +3%
S
1235
SignatureFD
Georgia
$399K -$35.7K -237 -8%
SCM
1236
Stonebridge Capital Management
California
$398K +$128K +850 +45%
KFC
1237
Klingenstein Fields & Co
New York
$395K +$1.66K +11 +0.4%
BC
1238
Banced Corp
Illinois
$395K +$52.1K +346 +15%
CWA
1239
Cypress Wealth Advisors
California
$394K +$8.43K +56 +2%
AL
1240
Agran Libbie
California
$393K +$90.3K +600 +29%
KFS
1241
Kurt F. Somerville
$389K
VF
1242
Virtu Financial
New York
$388K +$108K +720 +37%
Acadian Asset Management
1243
Acadian Asset Management
Massachusetts
$384K +$356K +2,366 +880%
GCA
1244
Gideon Capital Advisors
New York
$384K +$395K +2,626 New
JWM
1245
Jacobus Wealth Management
Wisconsin
$383K
SIM
1246
SSI Investment Management
California
$381K -$602 -4 -0.2%
CAG
1247
Crestwood Advisors Group
Massachusetts
$381K +$24.1K +160 +7%
GJCM
1248
Grand Jean Capital Management
California
$377K
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$377K
CAM
1250
Covenant Asset Management
New Jersey
$375K +$386K +2,567 New