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Name Holding Trade Value Shares
Change
Change in
Stake
RC
576
RegentAtlantic Capital
New Jersey
$477K +$20.6K +101 +5%
PP
577
Paloma Partners
Connecticut
$477K +$461K +2,256 New
WPW
578
Waldron Private Wealth
Pennsylvania
$473K -$4.08K -20 -0.9%
FTDI
579
First Trust Direct Indexing
Massachusetts
$473K +$457K +2,240 New
GT
580
Greenleaf Trust
Michigan
$466K +$4.9K +24 +1%
LWAM
581
Legacy Wealth Asset Management
Minnesota
$456K +$441K +2,158 New
GLA
582
Great Lakes Advisors
Illinois
$455K -$80.8K -396 -16%
Federated Hermes
583
Federated Hermes
Pennsylvania
$454K -$31.2K -153 -7%
FF
584
FourThought Financial
Florida
$453K +$438K +2,147 New
1WA
585
180 Wealth Advisors
Washington
$452K +$37.2K +182 +9%
ECM
586
Evergreen Capital Management
Washington
$449K -$3.06K -15 -0.7%
NDSI
587
Newman Dignan & Sheerar Inc
Rhode Island
$447K
CCA
588
Checchi Capital Advisers
California
$447K +$817 +4 +0.2%
RW
589
Rede Wealth
Virginia
$441K +$387K +1,898 New
CCM
590
Coldstream Capital Management
Washington
$431K -$51K -250 -11%
CAL
591
Capital Analysts LLC
Pennsylvania
$431K +$11.2K +55 +3%
CT
592
Chicago Trust
Illinois
$427K +$612 +3 +0.1%
TIM
593
Thompson Investment Management
Wisconsin
$423K
SM
594
SG3 Management
Puerto Rico
$423K +$408K +2,000 New
PFM
595
Parsec Financial Management
North Carolina
$421K +$1.63K +8 +0.4%
ODCM
596
Old Dominion Capital Management
Virginia
$421K +$202K +990 +99%
TPCW
597
TD Private Client Wealth
New York
$419K +$817 +4 +0.2%
DA
598
Duality Advisers
Florida
$416K +$402K +1,967 New
LA
599
LVW Advisors
New York
$414K +$3.67K +18 +0.9%
LAM
600
Lountzis Asset Management
Pennsylvania
$401K