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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
251
First Trust Direct Indexing
Massachusetts
$530K
CPIG
252
Chicago Partners Investment Group
Illinois
$524K +$322 +5 +0.1%
New York State Common Retirement Fund
253
New York State Common Retirement Fund
New York
$516K
B
254
Bellecapital
Switzerland
$512K +$129K +1,998 +32%
WC
255
Weil Company
California
$511K +$532K +8,257 New
SCM
256
Seascape Capital Management
New Hampshire
$496K +$288K +4,479 +127%
PAS
257
Park Avenue Securities
New York
$494K +$282K +4,377 +121%
WTC
258
WhitTier Trust Company
Nevada
$492K -$11.9K -185 -2%
MCIA
259
Mountain Capital Investment Advisors
Colorado
$485K +$279K +4,338 +127%
OWA
260
One Wealth Advisors
California
$485K +$504K +7,834 New
BAM
261
Belpointe Asset Management
Nevada
$478K +$772 +12 +0.2%
Bank Julius Baer & Co
262
Bank Julius Baer & Co
Switzerland
$472K +$345K +5,366 +237%
SFA
263
Sequoia Financial Advisors
Ohio
$471K +$229K +3,565 +88%
NHC
264
Nicholas Hoffman & Company
Georgia
$470K -$105K -1,633 -18%
SMF
265
Sterling Manor Financial
New York
$457K +$515 +8 +0.1%
KOC
266
Koss-Olinger Consulting
Florida
$457K +$476K +7,387 New
SC
267
Solstein Capital
California
$451K +$44.4K +690 +10%
ESB
268
Essex Savings Bank
Connecticut
$439K +$5.09K +79 +1%
HCM
269
Highlander Capital Management
New Jersey
$437K
SCM
270
Shelton Capital Management
Colorado
$437K
GWM
271
GSB Wealth Management
Connecticut
$429K +$96.4K +1,498 +28%
BC
272
Bridgefront Capital
Texas
$426K -$43.5K -675 -9%
TC
273
Touchstone Capital
Pennsylvania
$416K
CA
274
Cetera Advisors
Colorado
$415K +$142K +2,203 +49%
WI
275
Wintrust Investments
Illinois
$410K +$426K +6,622 New