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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
301
Lido Advisors
California
$4.12M +$198K +2,447 +6%
RFC
302
Regions Financial Corp
Alabama
$4.11M -$579K -7,162 -14%
GWM
303
Glass Wealth Management
Texas
$4.1M -$22.6K -280 -0.6%
ASN
304
Advisory Services Network
Georgia
$4M +$266K +3,293 +8%
CG
305
Caprock Group
Idaho
$3.95M +$44.5K +551 +1%
SCP
306
Stamos Capital Partners
California
$3.92M -$5.28M -65,384 -61%
VT
307
Vise Technologies
New York
$3.91M
PVM
308
Palogic Value Management
Texas
$3.87M -$1.09M -13,470 -24%
UCFA
309
United Capital Financial Advisors
Texas
$3.85M -$43.5K -538 -1%
DAS
310
DMKC Advisory Services
Iowa
$3.81M +$163K +2,021 +5%
MCM
311
Mitchell Capital Management
Kansas
$3.8M +$197K +2,442 +6%
ATPW
312
Ashton Thomas Private Wealth
Arizona
$3.79M -$1.98M -24,469 -38%
PWG
313
Portside Wealth Group
Utah
$3.75M +$128K +1,580 +4%
MHIC
314
Marble Harbor Investment Counsel
Massachusetts
$3.75M +$20.2K +250 +0.6%
IWC
315
Integrated Wealth Concepts
Massachusetts
$3.72M +$606K +7,494 +23%
AWA
316
Arkadios Wealth Advisors
Georgia
$3.71M -$215K -2,664 -6%
CA
317
Clearstead Advisors
Ohio
$3.69M +$1.35M +16,675 +72%
SCTC
318
Sanibel Captiva Trust Company
Florida
$3.66M -$194K -2,395 -6%
MC
319
Moors & Cabot
Massachusetts
$3.65M -$101K -1,252 -3%
CAM
320
Columbia Asset Management
Michigan
$3.62M -$80K -990 -2%
DMC
321
Drexel Morgan & Co
Pennsylvania
$3.58M
MYIA
322
Mount Yale Investment Advisors
Colorado
$3.58M +$2.02M +24,972 +185%
CFB
323
Cullen/Frost Bankers
Texas
$3.51M -$250K -3,094 -8%
NL
324
NKCFO LLC
Illinois
$3.49M +$3.03M +37,525 New
AFG
325
Atomi Financial Group
New York
$3.49M -$48.3K -598 -2%