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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
351
Dynamic Advisor Solutions
Arizona
$444K -$7.81K -54 -2%
MFS
352
Mirabella Financial Services
United Kingdom
$444K +$415K +2,870 New
BWCS
353
Beirne Wealth Consulting Services
Connecticut
$440K +$411K +2,845 New
GSEP
354
Golden State Equity Partners
California
$436K -$15.2K -105 -4%
Lido Advisors
355
Lido Advisors
California
$431K +$84.9K +587 +27%
SCP
356
Sivia Capital Partners
California
$427K +$400K +2,764 New
UB
357
UMB Bank
Missouri
$427K +$35K +242 +10%
VPI
358
Value Partners Investments
Manitoba, Canada
$427K +$16.8K +116 +4%
GI
359
GAMMA Investing
California
$427K +$357K +2,466 New
SMA
360
Sage Mountain Advisors
Georgia
$426K +$578 +4 +0.1%
KCM
361
Kathmere Capital Management
Pennsylvania
$426K +$19.1K +132 +5%
AIM
362
Avity Investment Management
Connecticut
$421K +$394K +2,725 New
MWM
363
Mission Wealth Management
California
$419K +$6.65K +46 +2%
KP
364
Keel Point
Alabama
$418K +$6.36K +44 +2%
AA
365
Addison Advisors
Vermont
$417K +$25.9K +179 +7%
NG
366
Norden Group
Utah
$415K +$388K +2,683 New
CCM
367
Coldstream Capital Management
Washington
$413K +$386K +2,669 New
LCWP
368
Legacy Capital Wealth Partners
Arkansas
$409K -$23.9K -165 -6%
EPAM
369
Euro Pacific Asset Management
Puerto Rico
$406K -$5.64K -39 -2%
GT
370
Greenleaf Trust
Michigan
$404K +$2.46K +17 +0.7%
JFG
371
Jefferies Financial Group
New York
$402K +$376K +2,600 New
AP
372
Americana Partners
Texas
$399K -$179K -1,235 -32%
HC
373
Hara Capital
Washington
$397K +$372K +2,570 New
HSA
374
HBK Sorce Advisory
Pennsylvania
$397K -$12.4K -86 -3%
APWM
375
Argonautica Private Wealth Management
Massachusetts
$388K +$9.11K +63 +3%