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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$282K +$286K +22,454 New
Lido Advisors
452
Lido Advisors
California
$280K +$7.74K +608 +3%
1IA
453
1620 Investment Advisors
Massachusetts
$280K +$284K +22,314 New
CI
454
Cigna Investments
Connecticut
$277K -$114K -8,922 -29%
FFM
455
Forum Financial Management
Illinois
$277K +$281K +22,049 New
CMBA
456
C.M. Bidwell & Associates
Hawaii
$277K +$281K +22,110 New
DWT
457
Dorsey & Whitney Trust
South Dakota
$274K -$193K -15,166 -41%
MCP
458
Mirador Capital Partners
California
$271K +$275K +21,595 New
ACA
459
Atlas Capital Advisors
Wyoming
$271K -$1.36K -107 -0.5%
CFGS
460
Concourse Financial Group Securities
Alabama
$270K +$33K +2,595 +14%
FFWM
461
Future Financial Wealth Management
Ohio
$270K +$271K +21,299 New
CWM
462
Congress Wealth Management
Massachusetts
$269K +$273K +21,444 New
GC
463
Grimes & Company
Massachusetts
$266K -$31.2K -2,450 -10%
FNT
464
First National Trust
Pennsylvania
$266K +$1.66K +130 +0.6%
IWC
465
Integrated Wealth Concepts
Massachusetts
$263K +$33.4K +2,627 +14%
DMBA
466
Deseret Mutual Benefit Administrators
Utah
$262K -$12.7K -1,000 -5%
RC
467
RegentAtlantic Capital
New Jersey
$260K +$264K +20,722 New
SWM
468
SeaCrest Wealth Management
New York
$259K +$7.5K +589 +3%
NSEDCP
469
NJ State Employees Deferred Compensation Plan
New Jersey
$258K
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$258K +$262K +20,581 New
TSS
471
Two Sigma Securities
New York
$254K +$258K +20,242 New
LWM
472
Laidlaw Wealth Management
New York
$254K +$258K +20,273 New
SAM
473
Silvercrest Asset Management
New York
$252K
QPW
474
Quantum Private Wealth
Florida
$251K +$255K +20,000 New
TCM
475
Teza Capital Management
Illinois
$247K +$114K +8,919 +83%