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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
501
Schechter Investment Advisors
Michigan
$357K -$27K -335 -7%
GT
502
Glenmede Trust
Pennsylvania
$355K -$199K -2,470 -36%
TPCW
503
TD Private Client Wealth
New York
$354K +$19.8K +246 +6%
FHA
504
First Horizon Advisors
Tennessee
$349K +$305K +3,784 +639%
Lido Advisors
505
Lido Advisors
California
$347K -$149K -1,842 -30%
PWMAG
506
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$34.5K -428 -9%
QWM
507
Quadcap Wealth Management
Texas
$345K -$17.7K -220 -5%
HH
508
Hilltop Holdings
Texas
$341K -$6.13K -76 -2%
LNC
509
Lincoln National Corp
Pennsylvania
$326K +$75.2K +933 +29%
QCM
510
Quantinno Capital Management
New York
$326K +$96.3K +1,194 +41%
MCM
511
MAI Capital Management
Ohio
$322K -$90.6K -1,124 -22%
SB
512
Strategic Blueprint
Georgia
$320K +$49.8K +618 +18%
BPA
513
Beacon Pointe Advisors
California
$316K -$16.2K -201 -5%
FTDI
514
First Trust Direct Indexing
Massachusetts
$311K +$55.8K +692 +22%
CCI
515
Credit Capital Investments
New Jersey
$311K -$321K -3,985 -51%
BCAM
516
Boston Common Asset Management
Massachusetts
$306K -$19.4K -240 -6%
SCA
517
Snowden Capital Advisors
New York
$302K +$36.9K +458 +14%
KPWS
518
Kestra Private Wealth Services
Texas
$302K +$51.6K +640 +20%
FFS
519
Founders Financial Securities
Maryland
$300K +$20.5K +254 +7%
CIS
520
Custom Index Systems
New York
$299K +$60.6K +752 +25%
1IA
521
1834 Investment Advisors
Wisconsin
$296K +$41.3K +512 +16%
EDRH
522
Edmond de Rothschild Holding
Switzerland
$295K -$13.7M -170,372 -98%
OQS
523
Occudo Quantitative Strategies
Florida
$294K +$298K +3,690 New
RJT
524
Raymond James Trust
Florida
$292K -$8.71K -108 -3%
SC
525
Savant Capital
Illinois
$287K +$291K +3,603 New