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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$585K +$260K +10,823 +76%
GI
402
GAMCO Investors
Connecticut
$583K -$24K -1,000 -4%
PAWC
403
P.A.W. Capital
Connecticut
$583K +$120K +5,000 +25%
GD
404
Grandfield & Dodd
New York
$580K
TSS
405
Two Sigma Securities
New York
$577K +$345K +14,386 +139%
BI
406
Bramshill Investments
Florida
$576K -$124K -5,165 -17%
TNA
407
True North Advisors
Texas
$576K +$27.3K +1,136 +5%
WHG
408
Westwood Holdings Group
Texas
$576K +$34K +1,418 +6%
WSTAM
409
Wilbanks Smith & Thomas Asset Management
Virginia
$576K +$121K +5,034 +26%
CG
410
Cutler Group
California
$569K +$569K +23,722 +3,438%
GRP
411
Global Retirement Partners
California
$568K +$73.8K +3,075 +14%
KWM
412
Kingsview Wealth Management
Oregon
$561K -$1.13M -47,004 -66%
ST
413
Sabal Trust
Florida
$559K
AF
414
Advisornet Financial
Minnesota
$558K -$76.6K -3,190 -12%
9WM
415
9258 Wealth Management
Ohio
$555K -$4.9K -204 -0.8%
BBA
416
BLB&B Advisors
Pennsylvania
$554K -$262K -10,926 -31%
SAM
417
Silvercrest Asset Management
New York
$551K -$555K -23,104 -49%
WI
418
Wintrust Investments
Illinois
$550K +$79.1K +3,297 +16%
RIA
419
Realta Investment Advisors
Delaware
$549K +$2.74K +114 +0.5%
OWP
420
Obermeyer Wealth Partners
Colorado
$547K +$563K +23,458 New
CP
421
Covenant Partners
Tennessee
$546K +$562K +23,402 New
WT
422
Whittier Trust
California
$544K -$6.84K -285 -1%
CFGS
423
Concourse Financial Group Securities
Alabama
$542K -$164K -6,817 -23%
JIC
424
Johnson Investment Counsel
Ohio
$541K -$133K -5,529 -19%
BCM
425
Bluefin Capital Management
New York
$536K -$633K -26,356 -53%