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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
601
Lido Advisors
California
$398K -$63.3K -310 -14%
D.E. Shaw & Co
602
D.E. Shaw & Co
New York
$398K +$612 +3 +0.2%
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$392K +$34.5K +169 +10%
VCM
604
Vigilant Capital Management
Maine
$386K
CGL
605
Clarius Group LLC
Washington
$383K +$50.4K +247 +16%
TB
606
Terril Brothers
Missouri
$380K
FPS
607
Fieldpoint Private Securities
Connecticut
$379K +$29.6K +145 +9%
PMFA
608
Plante Moran Financial Advisors
Michigan
$378K -$196K -961 -35%
APG
609
Abacus Planning Group
South Carolina
$375K +$152K +745 +72%
ASN
610
Advisory Services Network
Georgia
$373K +$242K +1,186 +206%
MGIA
611
Moneta Group Investment Advisors
Missouri
$371K -$13.7K -67 -4%
DAS
612
Dynamic Advisor Solutions
Arizona
$370K +$5.51K +27 +2%
HI
613
Horizon Investments
North Carolina
$369K +$27.2K +133 +8%
GCP
614
GSA Capital Partners
United Kingdom
$363K +$351K +1,717 New
S
615
SimplyRich
California
$361K
CFFP
616
Center for Financial Planning
Michigan
$360K
SIA
617
Strategic Investment Advisors
Michigan
$359K +$23.1K +113 +7%
ACM
618
AlphaCrest Capital Management
New York
$359K +$347K +1,700 New
FBFS
619
First Business Financial Services
Wisconsin
$359K +$347K +1,701 New
SPIA
620
Steward Partners Investment Advisory
New York
$357K -$2.65K -13 -0.8%
BW
621
Bison Wealth
Georgia
$357K +$105K +512 +43%
NCMW
622
Northern Capital Management (Washington)
Washington
$357K +$345K +1,688 New
CIA
623
Capital Investment Advisors
Georgia
$354K
BAM
624
Belpointe Asset Management
Nevada
$353K +$2.45K +12 +0.7%
NL
625
NWAM LLC
Washington
$353K +$342K +1,673 New