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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
826
Lido Advisors
California
$497K +$1.74K +9 +0.4%
LFAS
827
Level Four Advisory Services
Texas
$496K
TCOV
828
Trust Company of Vermont
Vermont
$495K +$231K +1,199 +89%
OWP
829
Obermeyer Wealth Partners
Colorado
$493K -$3.09K -16 -0.6%
ZB
830
Zions Bancorporation
Utah
$493K -$16K -83 -3%
CWM
831
Congress Wealth Management
Massachusetts
$492K -$112K -581 -19%
JWCA
832
J.W. Cole Advisors
Florida
$490K -$37K -192 -7%
NAG
833
Northstar Advisory Group
New Jersey
$489K -$206K -1,069 -30%
EP
834
Edgestream Partners
New Jersey
$489K -$3.69M -19,122 -88%
CP
835
Coho Partners
Pennsylvania
$484K
CBNLCF
836
Cognios Beta Neutral Large Cap Fund
Kansas
$481K -$50.5K -262 -10%
AIC
837
Archer Investment Corporation
Indiana
$477K -$4.24K -22 -0.9%
SP
838
Stablepoint Partners
Massachusetts
$477K +$38.6K +200 +9%
CPA
839
Cardiff Park Advisors
California
$474K +$2.89K +15 +0.6%
EFA
840
Edge Financial Advisors
Illinois
$474K +$470K +2,438 New
CAM
841
Columbia Asset Management
Michigan
$473K
FC
842
Forte Capital
New York
$468K +$82.6K +428 +22%
AMG
843
Advisors Management Group
Wisconsin
$467K
FFS
844
Founders Financial Securities
Maryland
$467K +$463K +2,400 New
AF
845
Advisornet Financial
Minnesota
$465K +$10.6K +55 +2%
BTWM
846
Baker Tilly Wealth Management
Wisconsin
$464K +$460K +2,385 New
EFS
847
Essex Financial Services
Connecticut
$463K +$116K +601 +34%
LFA
848
LifeGuide Financial Advisors
Pennsylvania
$462K +$1.54K +8 +0.3%
SG
849
StoneX Group
New York
$462K +$190K +984 +71%
BEI
850
Benjamin Edwards Inc
Missouri
$461K +$246K +1,277 +117%