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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
826
Essex Financial Services
Connecticut
$373K -$224 -1 -0.1%
Lido Advisors
827
Lido Advisors
California
$373K +$2.46K +11 +0.7%
CSPIA
828
Cary Street Partners Investment Advisory
Virginia
$373K +$266K +1,186 +233%
Bank Julius Baer & Co
829
Bank Julius Baer & Co
Switzerland
$372K -$35K -156 -8%
HFM
830
Hartford Financial Management
Connecticut
$369K +$448 +2 +0.1%
KA
831
KLCM Advisors
Wisconsin
$368K -$4.71K -21 -1%
SWM
832
SeaCrest Wealth Management
New York
$366K -$49.5K -221 -12%
CFS
833
Cannon Financial Strategists
Georgia
$366K
PWM
834
Peterson Wealth Management
Nevada
$364K +$91K +406 +33%
AR
835
Apeiron RIA
Texas
$362K +$360K +1,606 New
RZH
836
Relyea Zuckerberg Hanson
Connecticut
$357K +$24K +107 +7%
MA
837
Montag & Associates
Georgia
$356K +$26.2K +117 +8%
ZF
838
Zhang Financial
Michigan
$355K
AC
839
Avestar Capital
New York
$354K +$16.4K +73 +5%
NG
840
Northstar Group
New York
$353K
TL
841
Tradewinds LLC
North Carolina
$353K
CT
842
Cambridge Trust
Massachusetts
$353K +$5.38K +24 +2%
CRI
843
Colonial River Investments
Virginia
$352K -$41.2K -184 -10%
RTS
844
Round Table Services
New Jersey
$352K
FNBOH
845
First National Bank of Hutchinson
Kansas
$350K +$31.8K +142 +10%
MCM
846
Monument Capital Management
Virginia
$350K +$355K +1,585 New
MSFS
847
Main Street Financial Solutions
Pennsylvania
$349K -$16.1K -72 -4%
CAM
848
Cypress Asset Management
Texas
$348K
CPIA
849
Cornell Pochily Investment Advisors
New York
$347K
CFA
850
CWS Financial Advisors
Michigan
$347K