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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1151
Lido Advisors
California
$687K +$462K +3,846 +155%
TPWA
1152
TRUE Private Wealth Advisors
Oregon
$685K -$151K -1,255 -17%
CPR
1153
CSU Producer Resources
Ohio
$682K
SFM
1154
Signature Financial Management
Virginia
$681K -$89.1K -742 -11%
CC
1155
Chicago Capital
Illinois
$681K +$159K +1,325 +27%
KFP
1156
KMG Fiduciary Partners
Ohio
$678K +$749K +6,237 New
GAM
1157
Grandview Asset Management
Pennsylvania
$678K +$749K +6,240 New
WA
1158
Wheatland Advisors
Pennsylvania
$675K
EWM
1159
Evermay Wealth Management
Virginia
$673K -$54.4K -453 -7%
FI
1160
Fosun International
China
$673K +$64.7K +539 +10%
MYLI
1161
Meiji Yasuda Life Insurance
Japan
$670K -$99.7K -831 -12%
GSBTD
1162
Glenview State Bank Trust Department
Illinois
$667K -$258K -2,152 -26%
OLA
1163
Oliver Luxxe Assets
New Jersey
$666K -$12.5K -104 -2%
CI
1164
CAZ Investments
Texas
$664K
CM
1165
Cornerstone Management
Georgia
$664K -$29K -242 -4%
VWM
1166
Venturi Wealth Management
Texas
$663K +$732K +6,097 +152%
CBA
1167
Coastal Bridge Advisors
Connecticut
$658K +$2.64K +22 +0.4%
BRWM
1168
B. Riley Wealth Management
Tennessee
$656K -$187K -1,556 -20%
RCA
1169
Rowland Carmichael Advisors
Arizona
$653K -$13.7K -114 -2%
BWA
1170
BDO Wealth Advisors
Florida
$652K -$353K -2,945 -33%
LMAM
1171
Legg Mason Asset Management
Japan
$648K -$50.3K -419 -7%
PMFA
1172
Plante Moran Financial Advisors
Michigan
$648K +$35.2K +293 +5%
GIP
1173
Granite Investment Partners
California
$647K -$32.6K -272 -4%
WPA
1174
Winning Points Advisors
Florida
$645K -$50.2K -418 -7%
CIAS
1175
Capital Investment Advisory Services
North Carolina
$645K +$69.3K +577 +11%