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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
Solidarity Wealth
Utah
$4.69M +$345K +389 +9%
Lido Advisors
427
Lido Advisors
California
$4.6M +$307K +346 +8%
OIA
428
OneDigital Investment Advisors
Kansas
$4.6M -$2.65M -2,987 -39%
MCM
429
MAI Capital Management
Ohio
$4.56M +$2M +2,260 +93%
SC
430
Slow Capital
California
$4.43M +$136K +153 +3%
BHWM
431
Bar Harbor Wealth Management
New Hampshire
$4.42M -$9.76K -11 -0.2%
Prudential Financial
432
Prudential Financial
New Jersey
$4.39M -$1M -1,130 -20%
TPA
433
Trivium Point Advisory
Connecticut
$4.38M +$887 +1 +0%
PAM
434
Panagora Asset Management
Massachusetts
$4.35M +$522K +589 +15%
KFS
435
Kurt F. Somerville
$4.3M +$130K +146 +3%
NAM
436
NorthCrest Asset Manangement
Minnesota
$4.29M -$33.7K -38 -0.9%
HR
437
Howe & Rusling
New York
$4.28M +$637K +718 +19%
BRWA
438
B. Riley Wealth Advisors
Florida
$4.23M -$2.61M -2,938 -29%
CWM
439
Cabot Wealth Management
Massachusetts
$4.23M -$887 -1 -0%
OCBCO
440
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.23M -$2.83M -3,189 -42%
BWP
441
Balboa Wealth Partners
Arizona
$4.22M +$577K +651 +18%
FGAM
442
Financial Gravity Asset Management
Texas
$4.21M -$25.4M -28,589 -85%
EWM
443
Elite Wealth Management
Washington
$4.19M +$356K +401 +10%
MS
444
Madden Securities
Texas
$4.15M -$71K -80 -2%
FIM
445
Freedom Investment Management
Connecticut
$4.14M -$875K -986 -19%
VAS
446
Vestmark Advisory Solutions
Massachusetts
$4.12M -$153K -173 -4%
IC
447
IEQ Capital
California
$4.1M +$488K +550 +15%
AG
448
Ascent Group
Virginia
$4.08M -$106K -120 -3%
CCM
449
Connective Capital Management
California
$4.06M
MWA
450
Monograph Wealth Advisors
California
$4.05M +$3.7M +4,176 New