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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
576
First Trust Direct Indexing
Massachusetts
$1.25M +$282K +2,872 +35%
NP
577
NS Partners
United Kingdom
$1.25M +$127K +1,299 +13%
AWS
578
Atria Wealth Solutions
New York
$1.25M -$1.31M -13,367 -55%
DA
579
DCM Advisors
New York
$1.25M +$81.9K +835 +8%
AIC
580
Ayalon Insurance Company
Israel
$1.24M +$984K +10,035 +1,134%
SIA
581
Schechter Investment Advisors
Michigan
$1.23M +$31.5K +321 +3%
TC
582
TownSquare Capital
Utah
$1.23M -$3.33M -33,945 -76%
MIFH
583
Migdal Insurance & Financial Holdings
Israel
$1.23M -$2.43M -24,793 -70%
BAAM
584
Baker Avenue Asset Management
California
$1.23M -$14.5K -148 -1%
WAS
585
Winch Advisory Services
Wisconsin
$1.22M -$24.5K -250 -2%
RE
586
RBC Europe
United Kingdom
$1.22M +$59.2K +604 +6%
LA
587
Legacy Advisors
Pennsylvania
$1.21M +$11.8K +120 +1%
IAA
588
Independent Advisor Alliance
North Carolina
$1.21M -$629K -6,413 -38%
III
589
Independent Investors Inc
New York
$1.21M – – –
MCM
590
MAI Capital Management
Ohio
$1.19M +$93.9K +958 +10%
AFO
591
Allie Family Office
Florida
$1.18M +$7.79M +79,400 New
LCM
592
Lattice Capital Management
Washington
$1.18M – – –
IWM
593
IHT Wealth Management
Illinois
$1.18M -$152K -1,545 -13%
SWM
594
Spire Wealth Management
Virginia
$1.17M -$621K -6,337 -38%
IA
595
IFG Advisory
Georgia
$1.17M +$1.01M +10,280 New
SW
596
SVB Wealth
Massachusetts
$1.15M +$29.9K +305 +3%
FCA
597
FinTrust Capital Advisors
South Carolina
$1.14M +$978K +9,975 +39,900%
BPA
598
Beacon Pointe Advisors
California
$1.13M -$418K -4,266 -30%
GTCM
599
Gyon Technologies Capital Management
New Jersey
$1.13M +$684K +6,979 +237%
NSLI
600
Nan Shan Life Insurance
Taiwan
$1.12M -$83.3K -849 -8%
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