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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
276
First Trust Direct Indexing
Massachusetts
$936K +$12.4K +132 +1%
PA
277
Procyon Advisors
Connecticut
$922K -$41.6K -442 -5%
AIM
278
Allen Investment Management
New York
$918K +$419K +4,457 +94%
PP
279
PDT Partners
New York
$916K -$4.04K -43 -0.5%
NW
280
NewEdge Wealth
Pennsylvania
$880K +$267K +2,837 +48%
WA
281
Wealth Alliance
New York
$870K -$163K -1,733 -17%
Robeco Institutional Asset Management
282
Robeco Institutional Asset Management
Netherlands
$867K
HFO
283
Heritage Family Offices
Arizona
$855K +$7.43K +79 +0.9%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$854K -$1.03K -11 -0.1%
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$851K -$23.3K -248 -3%
MAM
286
Marotta Asset Management
Virginia
$848K -$12.7K -135 -2%
FFM
287
Forum Financial Management
Illinois
$837K
SB
288
Simmons Bank
Arkansas
$837K +$15.1K +161 +2%
WWP
289
WR Wealth Planners
Missouri
$817K +$31.6K +336 +4%
ATC
290
Argent Trust Co
Tennessee
$814K -$61.4K -653 -7%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$812K +$21.6K +230 +3%
CWM
292
Connecticut Wealth Management
Connecticut
$812K
Two Sigma Investments
293
Two Sigma Investments
New York
$810K
VCA
294
Verdence Capital Advisors
Maryland
$808K +$759K +8,075 New
BG
295
Bahl & Gaynor
Ohio
$803K
QT
296
Quantbot Technologies
New York
$803K +$755K +8,026 New
HAG
297
HighPoint Advisor Group
Illinois
$799K -$10.1K -107 -1%
RJFSA
298
Raymond James Financial Services Advisors
Florida
$797K +$10.6K +113 +1%
YCM
299
Yousif Capital Management
Michigan
$772K -$21.3K -227 -3%
WLG
300
Williamson Legacy Group
Indiana
$768K +$721K +7,671 New