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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1101
AXS Investments
New York
$259K +$250K +1,106 New
WA
1102
WBH Advisory
Maryland
$258K -$11.3K -50 -4%
B
1103
Bellecapital
Switzerland
$258K – – –
Lido Advisors
1104
Lido Advisors
California
$258K +$23.5K +104 +10%
VCM
1105
Vivaldi Capital Management
Illinois
$256K +$452 +2 +0.2%
FNT
1106
First Nebraska Trust
Nebraska
$256K – – –
HWA
1107
Heritage Wealth Advisors
Virginia
$255K +$67.8K +300 +38%
NAM
1108
NorthCrest Asset Manangement
Minnesota
$254K +$244K +1,081 New
Cohen & Steers
1109
Cohen & Steers
New York
$253K – – –
FMTC
1110
Farmers & Merchants Trust Company
California
$253K – – –
NFG
1111
Nadler Financial Group
Illinois
$253K – – –
BHWM
1112
Bar Harbor Wealth Management
New Hampshire
$253K +$244K +1,080 New
RE
1113
RBC Europe
United Kingdom
$251K +$56.5K +250 +30%
FWM
1114
Frontier Wealth Management
Missouri
$250K -$39.6K -175 -14%
PCS
1115
Personal CFO Solutions
New Jersey
$250K +$240K +1,064 New
HC
1116
Hamilton Capital
Ohio
$250K +$241K +1,067 New
TIA
1117
Tiemann Investment Advisors
California
$247K +$2.26K +10 +1%
FFM
1118
Forum Financial Management
Illinois
$247K +$238K +1,051 New
QCG
1119
Quadrant Capital Group
Ohio
$246K +$7.46K +33 +3%
SIA
1120
Schechter Investment Advisors
Michigan
$246K +$237K +1,047 New
BWM
1121
BerganKDV Wealth Management
Minnesota
$245K -$66.7K -295 -22%
MW
1122
Marcum Wealth
Ohio
$244K -$60.8K -269 -21%
AWM
1123
Atticus Wealth Management
Florida
$241K +$48.1K +213 +26%
CSI
1124
Cross Staff Investments
New York
$241K +$226K +1,000 New
Tudor Investment Corp
1125
Tudor Investment Corp
Connecticut
$241K +$233K +1,029 New