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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
$932K +$7.9K +141 +0.9%
WANY
552
Wealthspire Advisors (New York)
New York
$930K -$672 -12 -0.1%
CAG
553
Csenge Advisory Group
Florida
$929K +$37.9K +676 +4%
S
554
SignatureFD
Georgia
$924K -$7.62K -136 -0.9%
S
555
SimplyRich
California
$922K +$8.91K +159 +1%
RIM
556
Redpoint Investment Management
Australia
$911K
VWM
557
Venturi Wealth Management
Texas
$908K -$36.6K -654 -4%
FCB
558
First Command Bank
Texas
$897K
MCC
559
Money Concepts Capital
Florida
$891K +$855K +15,264 New
RP
560
Rice Partnership
Hawaii
$887K +$2.58K +46 +0.3%
DSC
561
Duncker Streett & Co
Missouri
$884K
QI
562
Qtron Investments
Massachusetts
$879K
FP
563
Factorial Partners
New York
$876K
MAWAG
564
Mid-American Wealth Advisory Group
Missouri
$871K +$836K +14,923 New
ZIM
565
Zacks Investment Management
Illinois
$859K -$173K -3,094 -17%
BCV
566
Banque Cantonale Vaudoise
Switzerland
$857K
LFAS
567
Level Four Advisory Services
Texas
$853K +$598K +10,679 +272%
WWM
568
Western Wealth Management
Colorado
$853K +$819K +14,622 New
6F
569
626 Financial
Michigan
$852K +$818K +14,590 New
DAC
570
Dividend Assets Capital
South Carolina
$846K
GT
571
Greenleaf Trust
Michigan
$842K +$33.3K +594 +4%
KPWS
572
Kestra Private Wealth Services
Texas
$840K +$3.47K +62 +0.4%
E
573
Ergoteles
New York
$837K -$5.79M -103,348 -88%
YIH
574
Y-Intercept (HK)
Hong Kong
$836K -$108K -1,920 -12%
MSFS
575
Main Street Financial Solutions
Pennsylvania
$833K +$43.7K +779 +6%