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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
201
First Trust Direct Indexing
Massachusetts
$89K +$82.3K +1,612 New
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$80K +$73.9K +1,448 New
PHK
203
Point72 Hong Kong
Hong Kong
$67K -$71.9K -1,408 -54%
GWM
204
Geneos Wealth Management
Colorado
$59K
EW
205
Evoke Wealth
California
$54K
SWA
206
Sutton Wealth Advisors
Florida
$53.1K
BG
207
Bollard Group
Massachusetts
$49K
VCM
208
Versant Capital Management
Arizona
$48K -$51 -1 -0.1%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$46K -$4.39K -86 -9%
CCM
210
Covington Capital Management
California
$37K
FPFS
211
First Personal Financial Services
North Carolina
$37K
CCA
212
Column Capital Advisors
Indiana
$37K +$34.1K +669 New
First Manhattan
213
First Manhattan
New York
$35K
JCM
214
Jacobi Capital Management
Pennsylvania
$33K
WWM
215
Wolff Wiese Magana
California
$26K +$24.3K +476 New
IA
216
IFP Advisors
Florida
$23K -$816 -16 -4%
TSW
217
Thompson Siegel & Walmsley
Virginia
$22K -$15.8M -309,620 -100%
CL
218
COWA LLC
Oklahoma
$22K +$20.4K +400 New
HR
219
Howe & Rusling
New York
$20K +$612 +12 +3%
LF
220
Lee Financial
Texas
$19K
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$19K
AWM
222
Avior Wealth Management
Nebraska
$17K
S
223
SignatureFD
Georgia
$14K -$919 -18 -7%
CFB
224
Cullen/Frost Bankers
Texas
$14K
ST
225
Smithfield Trust
Pennsylvania
$14K