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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$429K -$66.4K -1,490 -11%
SBIA
527
Sheaff Brock Investment Advisors
Indiana
$426K
AP
528
Appleton Partners
Massachusetts
$424K -$11.3K -253 -2%
TCWM
529
Total Clarity Wealth Management
Illinois
$422K +$36.6K +821 +8%
FHA
530
Flagship Harbor Advisors
Massachusetts
$419K +$134K +3,005 +36%
JIC
531
Johnson Investment Counsel
Ohio
$418K -$401 -9 -0.1%
UB
532
UMB Bank
Missouri
$417K -$27.3K -613 -5%
BDF
533
Balasa Dinverno & Foltz
$409K -$323K -7,256 -40%
HBT
534
Hills Bank & Trust
Iowa
$409K -$257K -5,773 -34%
AWM
535
Aberdeen Wealth Management
Illinois
$403K
FTDI
536
First Trust Direct Indexing
Massachusetts
$400K -$129K -2,895 -21%
PAS
537
Park Avenue Securities
New York
$397K -$79.7K -1,789 -14%
BPA
538
Beacon Pointe Advisors
California
$397K +$53.5K +1,201 +13%
PCM
539
Perritt Capital Management
Illinois
$389K -$59.7K -1,339 -11%
SP
540
Symmetry Partners
Connecticut
$386K -$111K -2,486 -19%
LSAG
541
Lake Street Advisors Group
New Hampshire
$386K +$8.51K +191 +2%
CAM
542
Carret Asset Management
New York
$384K
ESCM
543
Echo Street Capital Management
New York
$382K +$211K +4,737 +84%
PFM
544
Parsec Financial Management
North Carolina
$368K
AIA
545
AIMZ Investment Advisors
California
$367K +$89 +2 +0%
ACP
546
Ashfield Capital Partners
California
$366K
CWM
547
Chemistry Wealth Management
New York
$364K
HIM
548
Hillsdale Investment Management
Ontario, Canada
$364K
GIA
549
GHP Investment Advisors
Colorado
$361K -$1.25M -28,081 -74%
WPC
550
White Pine Capital
Minnesota
$359K -$13.4K -300 -3%