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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
701
Lido Advisors
California
$5.95M +$1.17M +24,018 +25%
AF
702
Allworth Financial
California
$5.93M +$235K +4,803 +4%
ACM
703
Argyle Capital Management
Pennsylvania
$5.92M -$19.5K -400 -0.3%
VWM
704
Venturi Wealth Management
Texas
$5.92M -$1.24M -25,464 -18%
STB
705
S&T Bank
Pennsylvania
$5.88M -$420K -8,595 -7%
AWM
706
Altavista Wealth Management
North Carolina
$5.87M -$898K -18,391 -14%
PTB
707
Pioneer Trust Bank
Oregon
$5.87M -$312K -6,383 -5%
LD
708
Lipe & Dalton
New York
$5.86M +$75.9K +1,554 +1%
MPM
709
Meritage Portfolio Management
Kansas
$5.86M +$316K +6,464 +6%
SW
710
SteelPeak Wealth
California
$5.82M +$199K +4,071 +4%
CCP
711
Corient Capital Partners
California
$5.79M -$398K -8,146 -7%
SHGA
712
Sand Hill Global Advisors
California
$5.76M +$19.4K +397 +0.3%
MBTD
713
Mechanics Bank - Trust Department
California
$5.76M +$141K +2,884 +3%
CK
714
Cohen Klingenstein
New York
$5.75M
GAM
715
Griffin Asset Management
New York
$5.74M +$141K +2,887 +3%
SCM
716
Salem Capital Management
Massachusetts
$5.74M -$225K -4,600 -4%
KRSITF
717
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.71M +$149K +3,056 +3%
MCM
718
Monarch Capital Management
Indiana
$5.71M -$118K -2,409 -2%
BHWM
719
Bar Harbor Wealth Management
New Hampshire
$5.7M -$336K -6,871 -6%
QC
720
Quadrature Capital
United Kingdom
$5.69M +$4.58M +93,735 +459%
SFWA
721
Summit Financial Wealth Advisors
Louisiana
$5.68M -$217K -4,441 -4%
HKIM
722
Hayek Kallen Investment Management
Alabama
$5.67M -$7.37K -151 -0.1%
BWM
723
Buckley Wealth Management
Nevada
$5.64M +$64.9K +1,329 +1%
ETC
724
Exchange Traded Concepts
Oklahoma
$5.63M -$1.94M -39,724 -26%
HFM
725
Hartford Financial Management
Connecticut
$5.62M +$138K +2,834 +3%