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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
701
Lido Advisors
California
$493K +$21.7K +361 +5%
WF
702
Welch & Forbes
Massachusetts
$492K -$123K -2,040 -20%
IFWM
703
Institute for Wealth Management
Colorado
$488K -$19.5K -324 -4%
GLA
704
Good Life Advisors
Pennsylvania
$487K +$475K +7,897 New
CA
705
Crumly & Associates
Illinois
$486K -$186K -3,090 -28%
QPWM
706
Quadrant Private Wealth Management
Pennsylvania
$484K – – –
NB
707
NBT Bank
New York
$482K – – –
BIC
708
Beach Investment Counsel
Pennsylvania
$481K -$3.01K -50 -0.6%
VDI
709
Vaughan David Investments
Illinois
$481K – – –
WDC
710
Woodward Diversified Capital
California
$476K +$55K +914 +13%
DCM
711
Dupont Capital Management
Delaware
$474K -$2.1M -34,877 -82%
GCP
712
GSA Capital Partners
United Kingdom
$473K -$582K -9,674 -56%
AAS
713
Avantax Advisory Services
Texas
$467K +$73.1K +1,214 +19%
UIA
714
UBP Investment Advisors
Switzerland
$460K -$166K -2,764 -27%
EP
715
Edgestream Partners
New Jersey
$458K +$232K +3,846 +108%
TAM
716
Trust Asset Management
Texas
$454K +$28.7K +476 +7%
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$448K -$156K -2,589 -26%
SVWAG
718
Sound View Wealth Advisors Group
Georgia
$448K +$421 +7 +0.1%
DA
719
Detalus Advisors
Missouri
$441K -$175K -2,900 -29%
GWM
720
Geneos Wealth Management
Colorado
$441K -$1.39K -23 -0.3%
YIH
721
Y-Intercept (HK)
Hong Kong
$441K +$430K +7,147 New
ESB
722
Essex Savings Bank
Connecticut
$438K -$53.5K -888 -11%
AC
723
Avestar Capital
New York
$436K +$118K +1,965 +39%
SXL
724
Summit X LLC
Missouri
$433K -$14.4K -240 -3%
PA
725
Parallel Advisors
California
$431K +$54.3K +902 +15%