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Name Holding Trade Value Shares
Change
Change in
Stake
TC
701
TradeLink Capital
Illinois
$558K +$562K +10,300 New
Lido Advisors
702
Lido Advisors
California
$557K +$56.1K +1,027 +11%
AG
703
Algert Global
California
$551K +$555K +10,175 New
DBRC
704
D.B. Root & Company
Pennsylvania
$547K +$32.9K +602 +6%
NHC
705
Nicholas Hoffman & Company
Georgia
$543K -$3.6K -66 -0.7%
LPT
706
Legacy Private Trust
Wisconsin
$541K -$15.1K -277 -3%
HAG
707
HighPoint Advisor Group
Illinois
$539K +$45.9K +840 +9%
FHA
708
First Horizon Advisors
Tennessee
$538K +$31.7K +580 +6%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$527K +$1.91K +35 +0.4%
BJL
710
Brighton Jones LLC
Washington
$523K +$23K +421 +5%
DWT
711
Dorsey & Whitney Trust
South Dakota
$522K +$32.2K +589 +7%
AWM
712
AE Wealth Management
Kansas
$521K +$525K +9,621 New
LA
713
Legacy Advisors
Pennsylvania
$521K +$7.1K +130 +1%
TCA
714
Transcend Capital Advisors
New Jersey
$520K +$524K +9,592 New
NB
715
Nicolet Bankshares
Wisconsin
$517K
IAA
716
Independent Advisor Alliance
North Carolina
$514K -$59.3K -1,087 -10%
YMRC
717
Yorktown Management & Research Company
Virginia
$509K
CFM
718
Catalyst Funds Management
Australia
$504K +$508K +9,300 New
SWM
719
Solano Wealth Management
California
$496K
ECM
720
Evergreen Capital Management
Washington
$495K +$24.5K +449 +5%
DADC
721
D.A. Davidson & Co
Montana
$494K +$33.8K +620 +7%
WA
722
Wambolt & Associates
Colorado
$494K
WAG
723
Wallace Advisory Group
California
$492K -$40K -733 -7%
SOS
724
Silver Oak Securities
Tennessee
$492K -$118K -2,169 -19%
SMG
725
Smart Money Group
Texas
$490K +$102K +1,875 +25%