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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waverly Advisors
Alabama
$210K +$224K +3,558 New
PCG
552
Prosperity Consulting Group
Maryland
$207K +$628 +10 +0.3%
Lido Advisors
553
Lido Advisors
California
$206K -$13.5K -215 -6%
PA
554
Parallel Advisors
California
$195K -$2.64K -42 -1%
EB
555
Eastern Bank
Massachusetts
$195K +$12.6K +200 +6%
QCG
556
Quadrant Capital Group
Ohio
$187K +$11.8K +188 +6%
FFA
557
Farther Finance Advisors
California
$165K -$28.4K -452 -14%
AF
558
Allworth Financial
California
$164K +$60.5K +962 +52%
ETC
559
Exchange Traded Concepts
Oklahoma
$161K +$10.2K +163 +6%
SAM
560
Smartleaf Asset Management
Massachusetts
$158K +$55.5K +883 +49%
SPIA
561
Steward Partners Investment Advisory
New York
$156K +$2.77K +44 +2%
API
562
Asset Planning Inc
California
$152K +$163K +2,587 New
BWM
563
Bullock Wealth Management
Indiana
$152K +$754 +12 +0.5%
UB
564
UMB Bank
Missouri
$152K +$18.2K +290 +13%
DSC
565
Duncker Streett & Co
Missouri
$151K -$58.4K -930 -27%
SWM
566
Spire Wealth Management
Virginia
$150K +$29.8K +474 +23%
JWA
567
JFS Wealth Advisors
Pennsylvania
$147K – – –
HNB
568
Huntington National Bank
Ohio
$147K +$58.6K +933 +60%
MG
569
Mather Group
Illinois
$145K +$18.5K +295 +14%
HDIM
570
Hanson & Doremus Investment Management
Vermont
$132K – – –
WAM
571
Wolverine Asset Management
Illinois
$130K -$195K -3,100 -58%
AWM
572
Avior Wealth Management
Nebraska
$128K – – –
TC
573
Truvestments Capital
Florida
$126K +$251 +4 +0.2%
AIP
574
Arrowpoint Investment Partners
Singapore
$126K +$134K +2,133 New
CT
575
Caldwell Trust
Florida
$125K – – –