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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$311K +$2.5K +9 +0.8%
EW
627
Evoke Wealth
California
$307K +$44.1K +159 +17%
FTDI
628
First Trust Direct Indexing
Massachusetts
$305K +$6.94K +25 +2%
AWS
629
AJ Wealth Strategies
New York
$304K
HNB
630
Huntington National Bank
Ohio
$302K +$15.8K +57 +5%
Thrivent Financial for Lutherans
631
Thrivent Financial for Lutherans
Minnesota
$301K -$7.22K -26 -2%
GDP
632
Great Diamond Partners
Maine
$301K
GT
633
Greenleaf Trust
Michigan
$301K +$1.94K +7 +0.6%
GC
634
Grace Capital
Massachusetts
$300K
ASGS
635
Alpha Square Group S
New York
$300K +$305K +1,100 New
CG
636
Caprock Group
Idaho
$298K +$25.3K +91 +9%
GLA
637
Great Lakes Advisors
Illinois
$295K +$22.5K +81 +8%
OR
638
Olympiad Research
Connecticut
$295K +$300K +1,081 New
FCI
639
Financial Counselors Inc
Kansas
$293K -$47.8K -172 -14%
GCS
640
Gordian Capital (Singapore)
Singapore
$292K +$296K +1,067 New
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$292K +$297K +1,068 New
1WA
642
180 Wealth Advisors
Washington
$290K
FNT
643
First National Trust
Pennsylvania
$290K +$22.5K +81 +8%
XS
644
XR Securities
Illinois
$288K -$93.3K -336 -24%
BO
645
BRR OpCo
Ohio
$287K
SWAG
646
Spectrum Wealth Advisory Group
California
$284K
PCM
647
Prelude Capital Management
New York
$282K -$298K -1,073 -51%
SWP
648
Stratos Wealth Partners
Ohio
$282K +$4.72K +17 +2%
JCM
649
Jag Capital Management
Missouri
$280K -$4.17K -15 -1%
ETC
650
Exchange Traded Concepts
Oklahoma
$279K +$135K +485 +90%