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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1226
LCNB Corp
Ohio
$416K +$428K +2,847 New
Lido Advisors
1227
Lido Advisors
California
$414K +$426K +2,832 New
SSWM
1228
Smith Salley Wealth Management
North Carolina
$411K – – –
ATIA
1229
American Trust Investment Advisors
New Hampshire
$410K -$55.7K -370 -12%
NIM
1230
Northeast Investment Management
Massachusetts
$410K -$34.6K -230 -8%
MHS
1231
M Holdings Securities
Oregon
$410K +$156K +1,038 +59%
AA
1232
ALPS Advisors
Colorado
$404K -$15.4K -102 -4%
RA
1233
RFG Advisory
Alabama
$403K – – –
MCM
1234
MV Capital Management
Maryland
$401K -$23.6K -157 -5%
RFA
1235
Reilly Financial Advisors
California
$400K +$12.3K +82 +3%
S
1236
SignatureFD
Georgia
$399K -$35.7K -237 -8%
SCM
1237
Stonebridge Capital Management
California
$398K +$128K +850 +45%
KFC
1238
Klingenstein Fields & Co
New York
$395K +$1.66K +11 +0.4%
BC
1239
Banced Corp
Illinois
$395K +$52.1K +346 +15%
CWA
1240
Cypress Wealth Advisors
California
$394K +$8.43K +56 +2%
AL
1241
Agran Libbie
California
$393K +$90.3K +600 +29%
KFS
1242
Kurt F. Somerville
$389K – – –
VF
1243
Virtu Financial
New York
$388K +$108K +720 +37%
Acadian Asset Management
1244
Acadian Asset Management
Massachusetts
$384K +$356K +2,366 +880%
GCA
1245
Gideon Capital Advisors
New York
$384K +$395K +2,626 New
JWM
1246
Jacobus Wealth Management
Wisconsin
$383K – – –
SIM
1247
SSI Investment Management
California
$381K -$602 -4 -0.2%
CAG
1248
Crestwood Advisors Group
Massachusetts
$381K +$24.1K +160 +7%
GJCM
1249
Grand Jean Capital Management
California
$377K – – –
TPWA
1250
TRUE Private Wealth Advisors
Oregon
$377K – – –