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Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
1276
Alpine Woods Capital Investors
New York
$630K
Lido Advisors
1277
Lido Advisors
California
$629K +$567K +3,269 New
MCM
1278
MV Capital Management
Maryland
$627K -$39K -225 -6%
BO
1279
Bank OZK
Arkansas
$626K -$2.08K -12 -0.3%
WCM
1280
Windsor Capital Management
Arizona
$624K
PMG
1281
ProVise Management Group
Florida
$623K -$125K -724 -17%
RHBC
1282
R.H. Bluestein & Co
Michigan
$623K -$1.91K -11 -0.3%
SFG
1283
Sather Financial Group
Texas
$620K +$612K +3,534 New
BWM
1284
Bernicke Wealth Management
Wisconsin
$619K -$127K -731 -17%
HW
1285
Hancock Whitney
Mississippi
$611K -$16.5K -95 -3%
LOAMS
1286
Lombard Odier Asset Management (Switzerland)
Switzerland
$611K
IWA
1287
Inspirion Wealth Advisors
Illinois
$608K
OWP
1288
Obermeyer Wealth Partners
Colorado
$606K +$88.4K +510 +17%
PCM
1289
Perritt Capital Management
Illinois
$599K
JMFC
1290
J.M. Forbes & Co
Massachusetts
$596K
BCM
1291
Boltwood Capital Management
California
$595K
KCM
1292
Karp Capital Management
California
$595K
HT
1293
Heritage Trust
Oklahoma
$591K
FCFC
1294
First Commonwealth Financial Corp
Pennsylvania
$590K -$102K -586 -15%
MFW
1295
Mosaic Family Wealth
Missouri
$587K +$52.9K +305 +10%
AIM
1296
Arcadia Investment Management
Michigan
$584K
TA
1297
Tiedemann Advisors
New York
$583K -$844K -4,871 -57%
CA
1298
Callahan Advisors
Texas
$582K -$23.9K -138 -4%
UR
1299
USCA RIA
Texas
$579K
SCI
1300
Stableford Capital II
Arizona
$578K +$103K +596 +22%