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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
SP Asset Management
California
$569K -$123K -500 -21%
BDS
452
Banco de Sabadell
Florida
$569K +$92.5K +375 +19%
Lido Advisors
453
Lido Advisors
California
$566K -$234K -950 -29%
US Bancorp
454
US Bancorp
Minnesota
$564K +$2.22K +9 +0.4%
LBD
455
Landsberg Bennett & Dubbaneh
Florida
$562K -$517K -2,096 -48%
KWM
456
Kingsview Wealth Management
Oregon
$559K +$36.7K +149 +7%
BCI
457
Brinker Capital Investments
Pennsylvania
$558K +$557K +2,259 New
HBT
458
Hills Bank & Trust
Iowa
$556K
EA
459
Emerald Advisers
Pennsylvania
$551K +$47.8K +194 +10%
S
460
SignatureFD
Georgia
$550K +$138K +558 +33%
AAS
461
Avantax Advisory Services
Texas
$543K +$137K +557 +34%
CL
462
CPWM LLC
Washington
$540K +$740 +3 +0.1%
PAMG
463
Patton Albertson Miller Group
Tennessee
$508K +$1.23K +5 +0.2%
HA
464
Harbor Advisors
Florida
$500K +$253K +1,025 +103%
SF
465
Synovus Financial
Georgia
$496K +$12.3K +50 +3%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$496K +$66.3K +269 +15%
BFM
467
Boothbay Fund Management
New York
$495K -$933K -3,786 -65%
CA
468
Clearstead Advisors
Ohio
$494K +$493K +2,000 New
WWM
469
WT Wealth Management
Arizona
$488K +$106K +429 +28%
IAA
470
Independent Advisor Alliance
North Carolina
$481K -$97.1K -394 -17%
HCA
471
Harbour Capital Advisors
Virginia
$480K +$479K +1,942 New
Mercer Global Advisors
472
Mercer Global Advisors
Colorado
$473K +$46.8K +190 +11%
SCA
473
Spearhead Capital Advisors
Florida
$471K +$18.2K +74 +4%
EH
474
Equitable Holdings
New York
$457K -$2.46K -10 -0.5%
OFS
475
OneAscent Financial Services
Alabama
$454K -$32.3K -131 -7%