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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
351
West Family Investments
California
$395K – – –
OL
352
Optas LLC
Texas
$392K +$79.7K +4,565 +24%
SWM
353
Seed Wealth Management
Illinois
$387K – – –
STA
354
Summit Trail Advisors
New York
$385K +$17.5K +1,000 +4%
SWP
355
Stratos Wealth Partners
Ohio
$383K +$39.1K +2,240 +11%
LCGC
356
Legacy Capital Group California
California
$379K +$401K +22,965 New
Lido Advisors
357
Lido Advisors
California
$378K +$13K +745 +3%
IAS
358
Insigneo Advisory Services
Florida
$377K +$3.49K +200 +0.9%
SRC
359
Sage Rhino Capital
California
$377K +$13.1K +750 +3%
PCS
360
Personal CFO Solutions
New Jersey
$372K +$4.97K +285 +1%
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
$369K +$120K +6,895 +44%
LC
362
Lindbrook Capital
California
$369K -$3.23K -185 -0.8%
ACA
363
Atlas Capital Advisors
Wyoming
$367K -$55.3K -3,170 -12%
FRM
364
Fox Run Management
Connecticut
$364K -$464K -26,610 -55%
LCOV
365
London Company of Virginia
Virginia
$363K – – –
LNC
366
Lincoln National Corp
Pennsylvania
$357K +$23.3K +1,335 +7%
IC
367
IEQ Capital
California
$345K +$48.1K +2,755 +15%
LFA
368
Legacy Financial Advisors
Kentucky
$345K +$11.9K +680 +3%
KP
369
Keel Point
Alabama
$344K -$3.4K -195 -0.9%
BBW
370
Blue Barn Wealth
Utah
$343K -$2.88K -165 -0.8%
SGA
371
Strategic Global Advisors
California
$336K -$23.1K -1,325 -6%
Fiera Capital (Canada)
372
Fiera Capital (Canada)
Quebec, Canada
$331K +$101K +5,790 +41%
SI
373
Stephens Inc
Arkansas
$330K -$4.89K -280 -1%
DAM
374
Deltec Asset Management
New York
$330K – – –
FC
375
FCA Corp
Texas
$330K – – –