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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
401
Vontobel Holding
Switzerland
$290K +$302K +4,459 New
PAS
402
Park Avenue Securities
New York
$288K +$67.9K +1,001 +29%
OIA
403
OneDigital Investment Advisors
Kansas
$282K -$91.6K -1,350 -24%
Lido Advisors
404
Lido Advisors
California
$277K +$4.54K +67 +2%
AP
405
Advisor Partners
California
$277K +$60.3K +889 +26%
CC
406
Centiva Capital
New York
$276K -$912K -13,443 -76%
CG
407
Caprock Group
Idaho
$275K +$79.5K +1,172 +39%
FTDI
408
First Trust Direct Indexing
Massachusetts
$273K +$284K +4,180 New
HAG
409
HighPoint Advisor Group
Illinois
$273K +$285K +4,197 New
CA
410
Calton & Associates
Florida
$272K -$136 -2 -0%
ACP
411
Ashfield Capital Partners
California
$272K – – –
UCMOK
412
United Capital Management of KS
Kansas
$270K -$9.16K -135 -3%
EW
413
Evoke Wealth
California
$270K -$203 -3 -0.1%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$270K +$11.6K +171 +4%
GMA
415
Glassy Mountain Advisors
Maryland
$268K – – –
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$265K +$475 +7 +0.2%
DADC
417
D.A. Davidson & Co
Montana
$265K +$1.02K +15 +0.4%
GVAG
418
Great Valley Advisor Group
Delaware
$265K +$275K +4,059 New
BFC
419
Bedel Financial Consulting
Indiana
$259K -$15.3K -226 -5%
CWM
420
Cornerstone Wealth Management
Missouri
$259K +$136 +2 +0.1%
CCA
421
Checchi Capital Advisers
California
$258K +$33.3K +491 +15%
CFGS
422
Concourse Financial Group Securities
Alabama
$257K +$31.6K +466 +13%
GA
423
GoalVest Advisory
New York
$255K +$270K +3,983 New
TYCC
424
Texas Yale Capital Corp
Florida
$254K – – –
FWP
425
FAS Wealth Partners
Kansas
$254K +$264K +3,896 New