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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
151
Y-Intercept (HK)
Hong Kong
$1.87M +$1.98M +37,367 New
SC
152
SouthState Corp
Florida
$1.8M +$174K +3,279 +10%
DADC
153
D.A. Davidson & Co
Montana
$1.8M +$498K +9,404 +35%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$1.77M -$626K -11,825 -25%
FSA
155
Financial Sense Advisors
California
$1.76M -$47K -887 -2%
MC
156
Moors & Cabot
Massachusetts
$1.75M +$289K +5,459 +19%
FCH
157
Freestone Capital Holdings
Washington
$1.69M -$864K -16,326 -33%
SCM
158
Segantii Capital Management
Hong Kong
$1.68M +$1.77M +33,495 New
IWC
159
Integrated Wealth Concepts
Massachusetts
$1.62M +$85.1K +1,608 +5%
KAS
160
Kestra Advisory Services
Texas
$1.57M +$332K +6,272 +25%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$1.55M +$195K +3,681 +14%
BL
162
Balentine LLC
Georgia
$1.54M -$1.21M -22,840 -43%
FTDI
163
First Trust Direct Indexing
Massachusetts
$1.54M +$81.1K +1,531 +5%
RIA
164
Recurrent Investment Advisors
Texas
$1.54M +$283K +5,337 +21%
RCM
165
Radnor Capital Management
Pennsylvania
$1.52M
RPC
166
Rossmore Private Capital
Connecticut
$1.51M -$14.6K -275 -0.9%
SAM
167
Silvercrest Asset Management
New York
$1.51M
BCM
168
Bayesian Capital Management
New York
$1.5M +$890K +16,800 +127%
FFM
169
Forum Financial Management
Illinois
$1.46M -$25.1K -474 -2%
MIM
170
Montgomery Investment Management
Maryland
$1.46M
NW
171
Naviter Wealth
Arkansas
$1.45M +$287K +5,414 +23%
Vanguard Personalized Indexing Management
172
Vanguard Personalized Indexing Management
California
$1.42M -$49.2K -930 -3%
GC
173
Guggenheim Capital
Illinois
$1.4M -$293K -5,527 -16%
LWAM
174
Legacy Wealth Asset Management
Minnesota
$1.4M -$537K -10,138 -27%
NA
175
NewEdge Advisors
Louisiana
$1.4M -$79.1K -1,494 -5%