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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$467K -$3.91K -16 -0.8%
Capital Investment Advisors
627
Capital Investment Advisors
Georgia
$466K +$1.71K +7 +0.4%
CA
628
Continuum Advisory
Idaho
$463K +$474K +1,938 New
FBFS
629
First Business Financial Services
Wisconsin
$459K – – –
Lido Advisors
630
Lido Advisors
California
$454K +$8.31K +34 +2%
LAM
631
Lountzis Asset Management
Pennsylvania
$453K – – –
RW
632
Rede Wealth
Virginia
$453K – – –
Parallel Advisors
633
Parallel Advisors
California
$449K +$23K +94 +5%
VCM
634
Vigilant Capital Management
Maine
$437K – – –
CGL
635
Clarius Group LLC
Washington
$435K – – –
NICM
636
Neo Ivy Capital Management
New York
$433K +$443K +1,812 New
FPS
637
Fieldpoint Private Securities
Connecticut
$430K -$17.8K -73 -4%
IAN
638
Integrated Advisors Network
Texas
$423K -$28.1K -115 -6%
Dynamic Advisor Solutions
639
Dynamic Advisor Solutions
Arizona
$420K +$4.4K +18 +1%
Quadrant Capital Group
640
Quadrant Capital Group
Ohio
$420K +$10.5K +43 +3%
APA
641
American Portfolios Advisors
New York
$418K +$54K +221 +14%
JIC
642
Joel Isaacson & Co
New York
$414K – – –
Great Lakes Advisors
643
Great Lakes Advisors
Illinois
$413K -$5.62K -23 -1%
S
644
SimplyRich
California
$408K – – –
Belpointe Asset Management
645
Belpointe Asset Management
Nevada
$408K +$8.55K +35 +2%
NCMW
646
Northern Capital Management (Washington)
Washington
$403K – – –
CPO
647
Cerity Partners OCIO
New York
$402K +$29.3K +120 +8%
Saturna Capital
648
Saturna Capital
Washington
$397K – – –
Tokio Marine Asset Management
649
Tokio Marine Asset Management
Japan
$392K +$29.6K +121 +8%
RDWM
650
Red Door Wealth Management
Tennessee
$392K +$402K +1,645 New