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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
476
Lido Advisors
California
$568K -$31K -545 -5%
WA
477
Waverly Advisors
Alabama
$567K +$21.3K +374 +4%
KWM
478
KFG Wealth Management
Indiana
$557K -$123K -2,169 -19%
BWM
479
Baron Wealth Management
Michigan
$547K
Bessemer Group
480
Bessemer Group
New Jersey
$537K +$28K +492 +6%
AWA
481
Aaron Wealth Advisors
Illinois
$536K +$316K +5,550 +155%
WP
482
Wealthspan Partners
Iowa
$533K
OIS
483
OneAscent Investment Solutions
Alabama
$530K -$8.3K -146 -2%
NMIMC
484
Northwestern Mutual Investment Management Company
Wisconsin
$526K -$512 -9 -0.1%
M
485
MOTCO
Texas
$524K +$508K +8,929 New
HCM
486
Hengehold Capital Management
Ohio
$516K -$1.25K -22 -0.2%
EF
487
Empirical Finance
Pennsylvania
$512K +$5.63K +99 +1%
SBFM
488
S-Bank Fund Management
Finland
$511K -$6.48K -114 -1%
FSCM
489
Front Street Capital Management
Montana
$511K -$86.3K -1,517 -15%
MWM
490
Meridian Wealth Management
Kentucky
$510K +$47.4K +833 +11%
Capstone Investment Advisors
491
Capstone Investment Advisors
New York
$502K +$486K +8,550 New
HFO
492
Heritage Family Offices
Arizona
$502K +$8.3K +146 +2%
CL
493
Choreo LLC
Illinois
$496K -$9.78K -172 -2%
AWA
494
Arkadios Wealth Advisors
Georgia
$491K +$98K +1,724 +26%
MCC
495
Money Concepts Capital
Florida
$490K +$160K +2,810 +51%
ONB
496
Old National Bancorp
Indiana
$489K -$1.14K -20 -0.2%
BP
497
Ballentine Partners
Massachusetts
$488K +$3.7K +65 +0.8%
IWC
498
Integrated Wealth Concepts
Massachusetts
$478K -$26.2K -461 -5%
CAL
499
Capital Advisors Ltd
Ohio
$475K +$57 +1 +0%
GWM
500
GDS Wealth Management
Texas
$473K