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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
701
Frank Rimerman Advisors
California
$282K +$297K +3,261 New
Lido Advisors
702
Lido Advisors
California
$280K +$50K +549 +20%
MWM
703
Mission Wealth Management
California
$277K +$291K +3,200 New
HI
704
Hudock Inc
Pennsylvania
$275K +$289K +3,176 New
SP
705
Systematic Portfolios
New York
$275K -$409K -4,492 -59%
MA
706
Mutual Advisors
Nebraska
$274K +$320K +3,512 New
QPW
707
Quantum Private Wealth
Florida
$270K +$284K +3,122 New
Jones Financial Companies
708
Jones Financial Companies
Missouri
$269K +$283K +3,110 New
GCM
709
Greenland Capital Management
New York
$267K +$281K +3,086 New
VA
710
Valmark Advisers
Ohio
$266K +$280K +3,075 New
IC
711
IEQ Capital
California
$266K +$280K +3,074 New
GWP
712
Gen-Wealth Partners
Michigan
$266K
GCM
713
Glaxis Capital Management
Florida
$260K +$273K +3,000 New
SSB
714
Sandy Spring Bank
Maryland
$259K +$255K +2,797 +1,434%
EWA
715
EP Wealth Advisors
California
$258K +$272K +2,984 New
IBOK
716
Independence Bank of Kentucky
Kentucky
$257K +$166K +1,820 +158%
CA
717
Claro Advisors
Massachusetts
$256K +$269K +2,958 New
DC
718
Davenport & Co
Virginia
$254K +$268K +2,939 New
AC
719
ASB Consultores
Florida
$253K -$403K -4,427 -60%
TMAM
720
Tokio Marine Asset Management
Japan
$251K +$264K +2,900 New
JCFM
721
JBR Co Financial Management
Oklahoma
$251K +$264K +2,897 New
VT
722
Vise Technologies
New York
$249K +$5.19K +57 +2%
NIMI
723
Natixis Investment Managers International
France
$248K -$168K -1,840 -39%
AIP
724
Almanack Investment Partners
Pennsylvania
$245K +$257K +2,827 New
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$244K +$256K +2,814 New