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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1026
Lido Advisors
California
$1.58M +$284K +840 +21%
SFA
1027
Sequoia Financial Advisors
Ohio
$1.57M +$48.6K +144 +3%
FLI
1028
Family Legacy Inc
South Carolina
$1.57M +$31.1K +92 +2%
PC
1029
Palo Capital
California
$1.57M -$114K -336 -7%
BHIA
1030
Birch Hill Investment Advisors
Massachusetts
$1.56M +$64.2K +190 +4%
JFA
1031
Johanson Financial Advisors
California
$1.56M +$42.9K +127 +3%
PFSC
1032
Peoples Financial Services Corp
Pennsylvania
$1.56M
WSFS
1033
Wilmington Savings Fund Society
Delaware
$1.56M +$24K +71 +2%
AFP
1034
Ausdal Financial Partners
Iowa
$1.55M -$339K -1,002 -17%
BAS
1035
Brown Advisory Securities
Maryland
$1.55M +$72.6K +215 +5%
CCP
1036
Corient Capital Partners
California
$1.55M -$125K -369 -7%
MHIC
1037
Marble Harbor Investment Counsel
Massachusetts
$1.54M -$135K -400 -8%
CK
1038
Cohen Klingenstein
New York
$1.54M
CCM
1039
Cribstone Capital Management
Maine
$1.54M -$60.1K -178 -4%
SSWM
1040
Sheets Smith Wealth Management
North Carolina
$1.54M +$348K +1,030 +28%
CIA
1041
Choate Investment Advisors
Massachusetts
$1.53M +$118K +350 +8%
SIM
1042
Sonora Investment Management
Arizona
$1.53M +$203K +600 +15%
TCOT
1043
Trust Company of Toledo
Ohio
$1.52M +$15.2K +45 +1%
GAG
1044
GM Advisory Group
New York
$1.52M +$48.3K +143 +3%
PPSG
1045
Princeton Portfolio Strategies Group
New Jersey
$1.52M -$743K -2,200 -32%
ACM
1046
Ativo Capital Management
Illinois
$1.52M -$330K -977 -17%
RC
1047
Roundview Capital
New Jersey
$1.51M
IAS
1048
IMA Advisory Services
Colorado
$1.5M -$52.7K -156 -3%
CF
1049
Centaurus Financial
California
$1.5M +$100K +297 +7%
FCH
1050
Freestone Capital Holdings
Washington
$1.49M -$240K -710 -14%