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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$748K +$441K +1,781 +180%
BAM
627
Boyar Asset Management
New York
$739K +$16.3K +66 +2%
CBB
628
Citizens Business Bank
California
$723K – – –
CW
629
Connectus Wealth
Ohio
$716K +$657K +2,653 New
ClearBridge Investments
630
ClearBridge Investments
New York
$710K – – –
PWS
631
Precision Wealth Strategies
Missouri
$706K +$245K +989 +61%
CI
632
Cigna Investments
Connecticut
$700K -$219K -885 -25%
KFS
633
Kurt F. Somerville
$698K – – –
CG
634
CFO4Life Group
Texas
$698K +$33.4K +135 +6%
TCM
635
Twin Capital Management
Pennsylvania
$693K -$37.4K -151 -6%
RWA
636
River Wealth Advisors
Pennsylvania
$692K – – –
MFS
637
Monetta Financial Services
Illinois
$691K +$634K +2,561 New
VIM
638
Vista Investment Management
Pennsylvania
$689K +$10.9K +44 +2%
DGAM
639
Desjardins Global Asset Management
Quebec, Canada
$687K +$631K +2,548 New
MSAM
640
Moloney Securities Asset Management
Missouri
$685K -$22K -89 -3%
FM
641
Foster & Motley
Ohio
$683K +$94.8K +383 +18%
HH
642
Hilltop Holdings
Texas
$680K +$51.7K +209 +9%
LFGH
643
Lee Financial Group Hawaii
Hawaii
$679K – – –
IIM
644
Ipswich Investment Management
Massachusetts
$668K – – –
CA
645
Clearstead Advisors
Ohio
$668K +$73.5K +297 +14%
KFI
646
Key Financial Inc
Pennsylvania
$664K +$281K +1,134 +86%
PA
647
Profund Advisors
Maryland
$657K +$52.7K +213 +10%
JF
648
Jump Financial
Illinois
$653K -$26.7K -108 -4%
PIM
649
Penobscot Investment Management
Massachusetts
$646K – – –
PA
650
Parallel Advisors
California
$644K +$11.6K +47 +2%