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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$416K +$2.97K +49 +0.8%
JSW
152
Journey Strategic Wealth
New Jersey
$407K -$212K -3,496 -36%
EWA
153
EP Wealth Advisors
California
$402K -$590K -9,724 -61%
CL
154
CSS LLC
Illinois
$400K
Lido Advisors
155
Lido Advisors
California
$397K +$371K +6,118 New
ZWA
156
Zinnia Wealth Advisory
Florida
$392K -$5.04K -83 -1%
AHL
157
Abel Hall LLC
Louisiana
$390K
SN
158
Sittner & Nelson
Oregon
$390K
WS
159
Wedbush Securities
California
$386K +$303 +5 +0.1%
DT
160
Diversified Trust
Tennessee
$379K +$10.2K +168 +3%
CCA
161
Corps Capital Advisors
Texas
$372K +$347K +5,725 New
PI
162
PFG Investments
New York
$371K +$789 +13 +0.2%
Cerity Partners
163
Cerity Partners
New York
$371K -$29.3K -483 -8%
BCM
164
Basso Capital Management
Connecticut
$369K
JIP
165
Jaffetilchin Investment Partners
Florida
$365K +$23.3K +384 +7%
CCMG
166
Clark Capital Management Group
Pennsylvania
$357K
WA
167
Wealth Alliance
New York
$357K -$2.37K -39 -0.7%
MCM
168
MAI Capital Management
Ohio
$357K -$9.1K -150 -3%
WWM
169
Western Wealth Management
Colorado
$349K +$129K +2,119 New
CIC
170
Carnegie Investment Counsel
Ohio
$342K -$7.89K -130 -2%
CPG
171
Cornerstone Planning Group
New Jersey
$339K -$5.46K -90 -2%
AWA
172
Arkadios Wealth Advisors
Georgia
$339K +$3.52K +58 +1%
AF
173
Allworth Financial
California
$334K +$121 +2 +0%
UIA
174
Ulland Investment Advisors
Minnesota
$325K
GCA
175
Genesee Capital Advisors
New York
$322K -$31.4K -517 -9%