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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$705K +$271K +1,598 +70%
BFS
502
Bradley Foster & Sargent
Connecticut
$701K
APC
503
Aspire Private Capital
North Carolina
$693K +$22.2K +131 +4%
V
504
Veritable
Delaware
$688K
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$686K -$32.4K -191 -5%
HI
506
Horizon Investments
North Carolina
$683K +$34.6K +204 +6%
CIC
507
Cornercap Investment Counsel
Georgia
$678K -$108K -635 -15%
AG
508
Ascent Group
Virginia
$678K +$663K +3,909 New
PAMP
509
Polar Asset Management Partners
Ontario, Canada
$668K -$205K -1,211 -25%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$661K -$6.28K -37 -1%
KA
511
Kintegral Advisory
New York
$659K
NSAM
512
North Star Asset Management
Wisconsin
$641K
CFD
513
Creative Financial Designs
Indiana
$638K +$12.2K +72 +2%
CHP
514
Cable Hill Partners
Oregon
$636K +$32.4K +191 +6%
MJP
515
Michael J. Puzo
$635K -$25.5K -150 -4%
JCIA
516
Jackson Creek Investment Advisors
Colorado
$633K -$308K -1,817 -34%
AWM
517
Axxcess Wealth Management
California
$624K +$583K +3,435 New
TCOT
518
Trust Company of Toledo
Ohio
$623K -$5.09K -30 -0.9%
WS
519
Wedbush Securities
California
$623K -$1.02K -6 -0.2%
CDH
520
Charles D. Hyman
$623K
MCM
521
MAI Capital Management
Ohio
$621K +$277K +1,631 +91%
SCM
522
Stevens Capital Management
Pennsylvania
$615K -$8.82K -52 -2%
WC
523
Woodstock Corp
Massachusetts
$614K
CI
524
Cigna Investments
Connecticut
$591K -$197K -1,160 -26%
THWM
525
Taylor Hoffman Wealth Management
Virginia
$582K -$17K -100 -3%