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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
726
McGlone Suttner Wealth Management
Wisconsin
$282K +$789 +3 +0.3%
Lido Advisors
727
Lido Advisors
California
$282K -$97.3K -370 -27%
IFWM
728
Institute for Wealth Management
Colorado
$281K – – –
WT
729
Whittier Trust
California
$280K – – –
DM
730
Diversified Management
Wisconsin
$280K -$1.58K -6 -0.6%
AFG
731
ABLE Financial Group
Arizona
$280K – – –
AP
732
Atwood & Palmer
Missouri
$280K – – –
LBC
733
Lowe Brockenbrough & Co
Virginia
$280K – – –
NAM
734
NTV Asset Management
West Virginia
$280K – – –
PIMJS
735
PKO Investment Management Joint-Stock
Poland
$280K – – –
RP
736
Rice Partnership
Hawaii
$280K – – –
TF
737
Tompkins Financial
New York
$280K – – –
CRC
738
Curi RMB Capital
Illinois
$276K -$173K -659 -40%
First Manhattan
739
First Manhattan
New York
$274K -$78.9K -300 -23%
AIMA
740
Ables Iannone Moore & Associates
Georgia
$273K – – –
TRCT
741
Tower Research Capital (TRC)
New York
$271K +$50.5K +192 +25%
CCA
742
Checchi Capital Advisers
California
$270K -$40.5K -154 -14%
MAS
743
Meeder Advisory Services
Ohio
$267K -$17.6K -67 -7%
SIA
744
Strategic Investment Advisors
Michigan
$266K +$5K +19 +2%
LOPW
745
Live Oak Private Wealth
North Carolina
$266K – – –
AA
746
ALPS Advisors
Colorado
$265K +$249K +948 New
DTL
747
Dynamic Technology Lab
Singapore
$265K +$249K +948 New
DTC
748
Davidson Trust Company
Washington
$264K -$6.05K -23 -2%
TAM
749
Trust Asset Management
Texas
$261K – – –
LTAS
750
Linden Thomas Advisory Services
North Carolina
$259K +$2.63K +10 +1%