Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$641K +$14.6K +55 +2%
LCGC
527
Legacy Capital Group California
California
$640K -$3.98K -15 -0.6%
EOJOAM
528
E. Ohman J:or Asset Management
Sweden
$638K -$302K -1,137 -31%
RWP
529
RWA Wealth Partners
Massachusetts
$635K +$3.98K +15 +0.6%
AAIS
530
ABN AMRO Investment Solutions
$627K +$664K +2,501 New
TCA
531
Transcend Capital Advisors
New Jersey
$627K -$54.4K -205 -8%
SC
532
Saybrook Capital
North Carolina
$627K – – –
VWM
533
Venturi Wealth Management
Texas
$622K +$7.44K +28 +1%
SC
534
Syon Capital
California
$612K +$334K +1,258 +106%
FB
535
Fulton Bank
Pennsylvania
$610K +$393K +1,481 +156%
DSC
536
Duncker Streett & Co
Missouri
$608K -$23.9K -90 -4%
ATPW
537
Ashton Thomas Private Wealth
Arizona
$607K +$77.3K +291 +14%
AFP
538
Ausdal Financial Partners
Iowa
$605K +$72K +271 +13%
PGWM
539
Parisi Gray Wealth Management
New Jersey
$603K – – –
MW
540
Marble Wealth
Alabama
$602K +$638K +2,401 New
SCP
541
Sandhill Capital Partners
New York
$602K – – –
CCM
542
Coldstream Capital Management
Washington
$602K -$10.6K -40 -2%
VSQM
543
V-Square Quantitative Management
Illinois
$597K +$632K +2,378 New
TWP
544
Tempus Wealth Planning
California
$592K +$5.31K +20 +0.9%
TCM
545
Twin Capital Management
Pennsylvania
$589K -$1.06K -4 -0.2%
IFG
546
Independent Financial Group
California
$586K +$11.4K +43 +2%
BFM
547
Boothbay Fund Management
New York
$586K +$620K +2,335 New
AG
548
AIA Group
Hong Kong
$581K +$615K +2,317 New
Tudor Investment Corp
549
Tudor Investment Corp
Connecticut
$579K +$613K +2,309 New
JSAM
550
J. Safra Asset Management
New York
$579K +$613K +2,308 New