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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
551
Brass Tax Wealth Management
Ohio
$1.4M +$25K +394 +2%
PA
552
Parallel Advisors
California
$1.4M -$175K -2,756 -12%
ECM
553
Everence Capital Management
Indiana
$1.39M – – –
Lido Advisors
554
Lido Advisors
California
$1.39M +$157K +2,472 +14%
AWC
555
Adamsbrown Wealth Consultants
Kansas
$1.39M +$722K +11,391 +125%
SWP
556
Stratos Wealth Partners
Ohio
$1.38M -$75.1K -1,185 -5%
BWP
557
Barlow Wealth Partners
Kentucky
$1.38M -$63.4K -1,000 -5%
RIM
558
Redwood Investment Management
Arizona
$1.36M +$1.27M +20,109 New
SMH
559
Sanders Morris Harris
Texas
$1.36M – – –
C
560
Croban
Ohio
$1.36M -$40.3K -636 -3%
TAM
561
Tocqueville Asset Management
New York
$1.35M -$88K -1,388 -6%
HI
562
Horizon Investments
North Carolina
$1.35M +$20.5K +323 +2%
CCM
563
Coldstream Capital Management
Washington
$1.34M -$2.26M -35,592 -64%
ICM
564
Islay Capital Management
Texas
$1.33M +$290K +4,583 +31%
NAM
565
NorthCrest Asset Manangement
Minnesota
$1.32M -$195K -3,070 -14%
PAG
566
Private Advisor Group
New Jersey
$1.32M -$53.9K -850 -4%
RFM
567
Royal Fund Management
Florida
$1.31M +$1.22M +19,300 New
KRSITF
568
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.31M +$54.8K +864 +5%
CPC
569
Cookson Peirce & Co
Pennsylvania
$1.31M +$163K +2,566 +15%
KPWS
570
Kestra Private Wealth Services
Texas
$1.3M +$191K +3,010 +19%
IWN
571
Independent Wealth Network
Iowa
$1.3M +$25.7K +405 +2%
IWA
572
Inspirion Wealth Advisors
Illinois
$1.29M +$2.47K +39 +0.2%
SICM
573
Sustainable Insight Capital Management
New York
$1.29M -$101K -1,600 -8%
SAI
574
Systematic Alpha Investments
New Jersey
$1.27M – – –
AG
575
Ascent Group
Virginia
$1.27M -$22.9K -362 -2%