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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
251
Northside Capital Management
Oregon
$42.5K – – –
VWM
252
Vigilare Wealth Management
Arizona
$42.5K – – –
WWP
253
WR Wealth Planners
Missouri
$42.5K – – –
AIA
254
Alternative Investment Advisors
Florida
$42.1K – – –
AAM
255
Auxier Asset Management
Oregon
$41.9K -$3.91K -1,100 -8%
Lido Advisors
256
Lido Advisors
California
$41.9K +$42.1K +11,829 New
Greenleaf Trust
257
Greenleaf Trust
Michigan
$41.8K +$2.62K +736 +7%
Laird Norton Wetherby Trust Company
258
Laird Norton Wetherby Trust Company
Washington
$41.6K – – –
ES
259
Eagle Strategies
New York
$41.4K +$41.6K +11,690 New
OP
260
ORG Partners
Indiana
$40.3K +$40.9K +11,500 New
VCA
261
Verdence Capital Advisors
Maryland
$40.2K +$3.23K +907 +9%
Allworth Financial
262
Allworth Financial
California
$39.9K -$221 -62 -0.5%
Farther Finance Advisors
263
Farther Finance Advisors
California
$39.7K +$21.7K +6,108 +117%
Bahl & Gaynor
264
Bahl & Gaynor
Ohio
$38.9K – – –
Perigon Wealth Management
265
Perigon Wealth Management
California
$38K +$38.2K +10,745 New
KIG
266
Kennedy Investment Group
New Jersey
$37.4K +$206 +58 +0.6%
RFN
267
Redwood Financial Network
Ohio
$36.9K +$85 +24 +0.2%
SWM
268
Silverlake Wealth Management
Vermont
$36.8K +$4 +1 +0%
OL
269
Optas LLC
Texas
$36.7K +$768 +216 +2%
TPI
270
Trust Point Inc
Wisconsin
$36.3K +$36.5K +10,250 New
Pinnacle Associates
271
Pinnacle Associates
New York
$35.5K – – –
CCA
272
Checchi Capital Advisers
California
$35.4K +$35.6K +10,011 New
OGF
273
Orin Green Financial
California
$35.4K -$35.6K -10,008 Closed
PHS
274
Pekin Hardy Strauss
Illinois
$35.4K -$14 -4 -0%
PAM
275
Paradigm Asset Management
New York
$35.4K – – –