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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
676
Lido Advisors
California
$350K -$1.61M -12,849 -80%
GAA
677
Global Assets Advisory
Florida
$349K -$28.2K -225 -8%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$349K -$14.4K -115 -3%
ECM
679
Everence Capital Management
Indiana
$348K – – –
BFM
680
Boston Financial Management
Massachusetts
$347K -$75.7K -603 -16%
CI
681
Cigna Investments
Connecticut
$347K -$26.9K -214 -6%
AIA
682
Arrow Investment Advisors
Maryland
$347K -$11.5K -92 -3%
SFG
683
SNS Financial Group
Minnesota
$346K -$251 -2 -0.1%
CFA
684
Compass Financial Advisors
Indiana
$346K +$125 +1 +0%
GEA
685
Glen Eagle Advisors
New Jersey
$343K -$28.2K -225 -7%
RGI
686
River Global Investors
United Kingdom
$343K – – –
IA
687
Inspire Advisors
Idaho
$342K -$69.9K -557 -15%
TPCW
688
TD Private Client Wealth
New York
$340K +$5.52K +44 +1%
CFS
689
Capital Financial Services
New York
$340K +$31.4K +250 +9%
PCM
690
Prelude Capital Management
New York
$339K +$398K +3,169 New
BCM
691
Brookstone Capital Management
Illinois
$336K +$32.1K +256 +10%
BDF
692
Balasa Dinverno & Foltz
$335K +$104K +832 +36%
CPA
693
Court Place Advisors
Maryland
$334K -$37.6K -300 -9%
AI
694
Accredited Investors
Minnesota
$334K +$2.76K +22 +0.7%
OWM
695
OneAscent Wealth Management
Alabama
$332K +$14.1K +112 +4%
BIM
696
Baldwin Investment Management
Pennsylvania
$331K -$82.8K -660 -18%
BS
697
Boenning & Scattergood
Pennsylvania
$331K -$79.9K -637 -17%
ISWM
698
Independent Solutions Wealth Management
New York
$331K -$3.64K -29 -0.9%
APC
699
Asset Planning Corporation
Tennessee
$330K +$1.38K +11 +0.4%
PFS
700
Physicians Financial Services
North Carolina
$329K +$12.5K +100 +3%