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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
726
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$206K +$191K +2,160 New
Lido Advisors
727
Lido Advisors
California
$203K +$188K +2,120 New
DY
728
Dowling & Yahnke
California
$202K -$31.2K -352 -14%
OFA
729
Oak Family Advisors
Illinois
$201K +$186K +2,100 New
MWM
730
Mattern Wealth Management
Kansas
$200K +$184K +2,072 New
LSA
731
Leonteq Securities AG
Switzerland
$191K +$177K +2,000 New
AF
732
Advisornet Financial
Minnesota
$181K – – –
WP
733
WealthShield Partners
North Carolina
$180K -$86.2K -972 -34%
LC
734
Lindbrook Capital
California
$167K -$709 -8 -0.5%
SAM
735
S.A. Mason
Michigan
$159K – – –
Carson Wealth (CWM LLC)
736
Carson Wealth (CWM LLC)
Nebraska
$154K – – –
MA
737
MUFG Americas
New York
$153K +$30.5K +344 +27%
TFA
738
Toth Financial Advisory
Virginia
$151K +$26.6K +300 +23%
AF
739
Allworth Financial
California
$140K – – –
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$138K +$95K +1,072 +288%
FQ
741
First Quadrant
California
$136K – – –
MAM
742
Marquette Asset Management
Minnesota
$131K – – –
SFO
743
Standard Family Office
South Dakota
$120K – – –
HS
744
Horan Securities
United States
$116K – – –
TF
745
TimeScale Financial
Massachusetts
$113K +$355 +4 +0.3%
LS
746
Leelyn Smith
Illinois
$106K – – –
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$100K +$92.9K +1,048 New
KFP
748
KB Financial Partners
New Jersey
$96K -$16K -180 -15%
AWA
749
Arkadios Wealth Advisors
Georgia
$96K +$27.3K +308 +44%
CWC
750
Carolinas Wealth Consulting
North Carolina
$93K -$4.96K -56 -5%