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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$277K +$4.54K +67 +2%
AP
402
Advisor Partners
California
$277K +$60.3K +889 +26%
CC
403
Centiva Capital
New York
$276K -$912K -13,443 -76%
CG
404
Caprock Group
Idaho
$275K +$79.5K +1,172 +39%
FTDI
405
First Trust Direct Indexing
Massachusetts
$273K +$284K +4,180 New
HAG
406
HighPoint Advisor Group
Illinois
$273K +$285K +4,197 New
CA
407
Calton & Associates
Florida
$272K -$136 -2 -0%
ACP
408
Ashfield Capital Partners
California
$272K
UCMOK
409
United Capital Management of KS
Kansas
$270K -$9.16K -135 -3%
EW
410
Evoke Wealth
California
$270K -$203 -3 -0.1%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$270K +$11.6K +171 +4%
GMA
412
Glassy Mountain Advisors
Maryland
$268K
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
$265K +$475 +7 +0.2%
DADC
414
D.A. Davidson & Co
Montana
$265K +$1.02K +15 +0.4%
GVAG
415
Great Valley Advisor Group
Delaware
$265K +$275K +4,059 New
BFC
416
Bedel Financial Consulting
Indiana
$259K -$15.3K -226 -5%
CWM
417
Cornerstone Wealth Management
Missouri
$259K +$136 +2 +0.1%
CCA
418
Checchi Capital Advisers
California
$258K +$33.3K +491 +15%
CFGS
419
Concourse Financial Group Securities
Alabama
$257K +$31.6K +466 +13%
GA
420
GoalVest Advisory
New York
$255K +$270K +3,983 New
TYCC
421
Texas Yale Capital Corp
Florida
$254K
FWP
422
FAS Wealth Partners
Kansas
$254K +$264K +3,896 New
SP
423
Symmetry Partners
Connecticut
$253K
WPC
424
Waters Parkerson & Co
Louisiana
$250K
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$249K -$201K -2,965 -44%