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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$353K +$33.7K +80 +12%
ADL
452
Asset Dedication LLC
California
$353K +$93.8K +223 +43%
Marshall Wace
453
Marshall Wace
United Kingdom
$353K +$305K +724 New
WANY
454
Wealthspire Advisors (New York)
New York
$352K +$303K +721 New
RCAG
455
Rehmann Capital Advisory Group
Michigan
$352K +$70.3K +167 +30%
BG
456
Bollard Group
Massachusetts
$351K – – –
RWA
457
Ropes Wealth Advisors
Massachusetts
$346K +$12.6K +30 +4%
AR
458
Advisory Research
Illinois
$345K -$54.3K -129 -15%
HH
459
Hilltop Holdings
Texas
$345K +$39.6K +94 +15%
SBIA
460
Sheaff Brock Investment Advisors
Indiana
$344K – – –
OL
461
Optas LLC
Texas
$342K -$120K -284 -29%
AF
462
Advisornet Financial
Minnesota
$342K -$1.68K -4 -0.6%
HI
463
Harrington Investments
California
$342K +$8.42K +20 +3%
AMCA
464
Arthur M. Cohen & Associates
Illinois
$341K – – –
WSCM
465
Wellington Shields Capital Management
New York
$341K – – –
KPWS
466
Kestra Private Wealth Services
Texas
$341K +$293K +696 New
CF
467
Centaurus Financial
California
$340K – – –
MA
468
MUFG Americas
New York
$339K +$16K +38 +6%
GDP
469
Great Diamond Partners
Maine
$339K +$16.4K +39 +6%
EAM
470
Erste Asset Management
Austria
$339K – – –
CCM
471
Cox Capital Management
Massachusetts
$337K – – –
GBT
472
Grove Bank & Trust
Florida
$334K +$23.1K +55 +9%
PMA
473
Prudent Man Advisors
Illinois
$333K – – –
SSW
474
Smith Shellnut Wilson
Mississippi
$333K – – –
MAM
475
McLean Asset Management
Virginia
$331K +$286K +679 New