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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
701
Lido Advisors
California
$325K +$268K +608 New
AO
702
Advisor OS
Illinois
$325K +$16.8K +38 +7%
DWM
703
Dakota Wealth Management
Florida
$325K +$3.97K +9 +2%
KA
704
Klingman & Associates
New York
$324K +$267K +605 New
AF
705
Advisornet Financial
Minnesota
$324K -$6.62K -15 -2%
DDC
706
DF Dent & Co
Maryland
$324K
KLCM
707
KG&L Capital Management
Louisiana
$321K
PGWM
708
Parisi Gray Wealth Management
New Jersey
$321K
SC
709
Shay Capital
New York
$321K +$265K +600 New
PFW
710
Petros Family Wealth
Minnesota
$316K -$37.1K -84 -12%
VSQM
711
V-Square Quantitative Management
Illinois
$309K -$46.3K -105 -15%
FAG
712
Fortitude Advisory Group
Washington
$309K
AWA
713
Amplius Wealth Advisors
Pennsylvania
$306K -$17.6K -40 -7%
OF
714
Optimize Financial
California
$306K -$1.76K -4 -0.7%
RCM
715
Raleigh Capital Management
North Carolina
$306K +$32.2K +73 +15%
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$303K
SPC
717
Sigma Planning Corp
Michigan
$300K +$248K +561 New
FCA
718
FLC Capital Advisors
California
$300K
NRD
719
Nebula Research & Development
New York
$297K +$245K +556 New
HSA
720
HBK Sorce Advisory
Pennsylvania
$295K -$1.32K -3 -0.5%
FT
721
Fiduciary Trust
Massachusetts
$292K
CIC
722
Chase Investment Counsel
Virginia
$291K -$625K -1,416 -72%
CWM
723
Cornerstone Wealth Management
Missouri
$290K +$240K +543 New
Financial Engines Advisors
724
Financial Engines Advisors
California
$290K
BP
725
Ballentine Partners
Massachusetts
$290K +$239K +542 New