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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
Strategy Asset Managers
California
$538K -$18.5K -114 -3%
Lido Advisors
952
Lido Advisors
California
$538K +$18.1K +111 +4%
FUBT
953
First United Bank & Trust
Maryland
$538K +$66.7K +410 +14%
AAS
954
Avantax Advisory Services
Texas
$537K -$1.21M -7,461 -70%
ACP
955
Ashfield Capital Partners
California
$536K
SAM
956
Silvercrest Asset Management
New York
$531K
AIL
957
AGF Investments LLC
Ontario, Canada
$530K -$163 -1 -0%
RCAG
958
Rehmann Capital Advisory Group
Michigan
$529K +$52.2K +321 +11%
GVAG
959
Great Valley Advisor Group
Delaware
$524K -$25K -154 -5%
TAM
960
Trust Asset Management
Texas
$524K +$121K +747 +31%
FMWA
961
Forvis Mazars Wealth Advisors
Missouri
$523K -$3.42K -21 -0.7%
HNB
962
Huntington National Bank
Ohio
$522K +$46.2K +284 +10%
SCM
963
Shelton Capital Management
Colorado
$519K -$3.66M -22,527 -88%
GWM
964
Geneos Wealth Management
Colorado
$518K +$641K +3,940 +155%
VCA
965
Verdence Capital Advisors
Maryland
$515K +$158K +972 +45%
PCM
966
Princeton Capital Management
New Jersey
$511K
BIAS
967
Beacon Investment Advisory Services
New Jersey
$511K +$79K +486 +19%
GIM
968
Groesbeck Investment Management
New Jersey
$508K
BCM
969
Becker Capital Management
Oregon
$505K -$41.6K -256 -8%
VCM
970
Vigilant Capital Management
Maine
$503K -$17.4K -107 -3%
SIA
971
Strategic Investment Advisors
Michigan
$500K +$491K +3,022 New
ICM
972
IMS Capital Management
Oregon
$497K
CB
973
CNB Bank
Pennsylvania
$496K +$53.7K +330 +12%
AI
974
Accredited Investors
Minnesota
$495K -$7.32K -45 -1%
PFBT
975
Parkside Financial Bank & Trust
Missouri
$491K +$243K +1,497 +102%