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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
676
Twin Capital Management
Pennsylvania
$428K -$3.05M -11,298 -88%
DT
677
Diversified Trust
Tennessee
$425K -$59.6K -221 -13%
FTDI
678
First Trust Direct Indexing
Massachusetts
$422K +$34K +126 +9%
CGA
679
Crescent Grove Advisors
Illinois
$420K – – –
SACTSONJ
680
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$420K – – –
PAS
681
Park Avenue Securities
New York
$419K +$75.5K +280 +23%
FHA
682
Flagship Harbor Advisors
Massachusetts
$414K -$128K -473 -24%
IB
683
Intrust Bank
Kansas
$414K -$119K -441 -23%
HNB
684
Huntington National Bank
Ohio
$414K +$16.5K +61 +4%
MMG
685
Monetary Management Group
Missouri
$413K – – –
OPS
686
Orion Portfolio Solutions
Nebraska
$410K +$14.6K +54 +4%
IC
687
Intersect Capital
California
$410K +$73.1K +271 +23%
JFA
688
JNBA Financial Advisors
Minnesota
$402K – – –
CWP
689
Capital Wealth Planning
Florida
$401K +$17.3K +64 +5%
SFS
690
Sowell Financial Services
Arkansas
$399K +$96.8K +359 +32%
Vanguard Personalized Indexing Management
691
Vanguard Personalized Indexing Management
California
$398K +$64.5K +239 +20%
BP
692
Ballentine Partners
Massachusetts
$395K -$10.5K -39 -3%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$393K -$1.62K -6 -0.4%
AWE
694
Avidian Wealth Enterprises
Texas
$392K +$23.2K +86 +7%
EP
695
Eudaimonia Partners
Tennessee
$390K – – –
SWA
696
Stratos Wealth Advisors
Ohio
$390K +$24.3K +90 +7%
AC
697
Alexandria Capital
Virginia
$387K – – –
RCS
698
Retirement Capital Strategies
California
$386K – – –
CPSC
699
Carl P. Sherr & Co
Massachusetts
$385K +$52.3K +194 +16%
SCA
700
Sippican Capital Advisors
Massachusetts
$378K -$44.5K -165 -11%