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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
751
Icon Wealth Advisors
Texas
$5.25M -$578K -5,452 -10%
PP
752
Paloma Partners
Connecticut
$5.25M +$5.34M +50,350 +25,821%
VA
753
Vident Advisory
Georgia
$5.25M +$2.74M +25,823 +105%
FTDI
754
First Trust Direct Indexing
Massachusetts
$5.25M +$339K +3,195 +7%
SCA
755
Stokes Capital Advisors
South Carolina
$5.24M +$1.4M +13,206 +35%
BP
756
BBR Partners
New York
$5.19M -$918K -8,659 -15%
HFM
757
Hartford Financial Management
Connecticut
$5.16M +$8.8K +83 +0.2%
NRS
758
Neville Rodie & Shaw
New York
$5.15M -$79.5K -750 -1%
CK
759
Cohen Klingenstein
New York
$5.14M
LG
760
LaFleur & Godfrey
Michigan
$5.14M +$175K +1,648 +3%
PWG
761
Portside Wealth Group
Utah
$5.12M -$238K -2,243 -4%
ZIC
762
ZWJ Investment Counsel
Georgia
$5.11M +$152K +1,437 +3%
EF
763
Empowered Funds
Pennsylvania
$5.1M -$40K -377 -0.8%
WIA
764
World Investment Advisors
California
$5.08M +$4.31M +40,647 +491%
BEI
765
Benjamin Edwards Inc
Missouri
$5.08M -$515K -4,856 -9%
PWM
766
Perigon Wealth Management
California
$5.07M +$144K +1,362 +3%
WDL
767
Well Done LLC
Michigan
$5.06M -$89.9K -848 -2%
CIA
768
Concurrent Investment Advisors
Florida
$5.05M +$1.25M +11,761 +32%
DIM
769
DLK Investment Management
California
$5.02M +$87.2K +822 +2%
GWM
770
Graybill Wealth Management
Illinois
$5.02M +$188K +1,772 +4%
SW
771
SlateStone Wealth
Florida
$5M +$42.9K +405 +0.8%
PFPT
772
Pinnacle Financial Partners (Tennessee)
Tennessee
$5M -$45.9K -433 -0.9%
ATWA
773
Arbor Trust Wealth Advisors
Michigan
$5M -$50.9K -480 -1%
FC
774
FORA Capital
Florida
$4.96M +$5.06M +47,767 New
NP
775
NorthRock Partners
Minnesota
$4.94M -$130K -1,224 -3%