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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
351
Lido Advisors
California
$287K +$6.83K +452 +3%
FW
352
FirstPurpose Wealth
Utah
$283K +$23.6K +1,561 +10%
CAAS
353
Capital Asset Advisory Services
Michigan
$282K -$2.54K -168 -1%
GM
354
GeoWealth Management
Illinois
$273K -$5.02K -332 -2%
ZB
355
Zions Bancorporation
Utah
$269K +$2.81K +186 +1%
BSW
356
Buckingham Strategic Wealth
Missouri
$264K +$469 +31 +0.2%
QCM
357
Quantinno Capital Management
New York
$264K +$246K +16,240 New
ACA
358
Atlas Capital Advisors
Wyoming
$263K +$221K +14,639 +937%
GT
359
Greenleaf Trust
Michigan
$260K +$242K +15,986 New
DILIC
360
Dai-ichi Life Insurance Company
Japan
$260K
MYAM
361
Meiji Yasuda Asset Management
Japan
$257K -$6.2K -410 -3%
TYCC
362
Texas Yale Capital Corp
Florida
$252K
MNBTD
363
Moody National Bank Trust Division
Texas
$246K +$229K +15,156 New
LC
364
Lindbrook Capital
California
$239K +$11.5K +758 +5%
EI
365
Ethic Inc
New York
$237K +$221K +14,603 New
GT
366
Glenmede Trust
Pennsylvania
$233K +$217K +14,319 New
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$231K +$50.3K +3,327 +31%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$230K +$214K +14,152 New
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$230K +$214K +14,165 New
OCBCO
370
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K +$209K +13,804 New
LNWWM
371
Laird Norton Wetherby Wealth Management
California
$223K +$208K +13,738 New
B
372
BetterWealth
California
$221K
SFI
373
Siemens Fonds Invest
Germany
$220K +$205K +13,556 New
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$216K +$201K +13,312 New
KAS
375
Kestra Advisory Services
Texas
$214K +$39.4K +2,608 +25%