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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
701
Lido Advisors
California
$665K +$83.5K +210 +15%
M
702
MOTCO
Texas
$664K
Wolverine Trading
703
Wolverine Trading
Illinois
$662K +$625K +1,572 New
TF
704
Threadgill Financial
Texas
$659K +$33.8K +85 +6%
Dodge & Cox
705
Dodge & Cox
California
$659K
BW
706
Bison Wealth
Georgia
$652K
SF
707
Summit Financial
New Jersey
$652K +$203K +510 +49%
CWM
708
Circle Wealth Management
New Jersey
$652K -$42.6K -107 -6%
CRWM
709
Castle Rock Wealth Management
California
$651K
EWM
710
Evercore Wealth Management
New York
$648K -$5.97K -15 -1%
Empower Advisory Group
711
Empower Advisory Group
Colorado
$647K -$2.79K -7 -0.5%
ATS
712
Ashton Thomas Securities
New York
$646K +$588K +1,479 New
PGIM
713
Pacific Global Investment Management
California
$634K -$61.7K -155 -9%
BDA
714
Borer Denton & Associates
Pennsylvania
$634K
STA
715
Summit Trail Advisors
New York
$633K +$118K +297 +25%
VWM
716
Venturi Wealth Management
Texas
$633K +$579K +1,455 +3,031%
SMG
717
Smart Money Group
Texas
$632K +$65.6K +165 +14%
RFA
718
Resurgent Financial Advisors
Georgia
$628K +$137K +345 +30%
VAG
719
VisionPoint Advisory Group
Texas
$618K +$157K +394 +37%
AAIS
720
ABN AMRO Investment Solutions
$618K +$335K +843 +135%
BAM
721
Brave Asset Management
New Jersey
$616K
QCG
722
Quadrant Capital Group
Ohio
$615K +$78K +196 +15%
DBRC
723
D.B. Root & Company
Pennsylvania
$607K -$99.5K -250 -15%
LCWP
724
Legacy Capital Wealth Partners
Arkansas
$604K +$571K +1,434 New
SAM
725
Smartleaf Asset Management
Massachusetts
$598K +$179K +450 +46%