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Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
BBR Partners
New York
$364K
PAS
677
Park Avenue Securities
New York
$364K +$18K +55 +4%
IP
678
Intellectus Partners
California
$363K -$405K -1,237 -49%
JFA
679
JNBA Financial Advisors
Minnesota
$354K
FTDI
680
First Trust Direct Indexing
Massachusetts
$353K +$65.5K +200 +19%
SIM
681
Sentry Investment Management
Wisconsin
$352K -$59.7K -182 -13%
SC
682
Savant Capital
Illinois
$351K +$27.5K +84 +7%
GC
683
Grace Capital
Massachusetts
$351K +$65.5K +200 +18%
IAMOG
684
Investors Asset Management of Georgia
Georgia
$349K
SCM
685
Southport Capital Management
Tennessee
$349K
LIA
686
LS Investment Advisors
Michigan
$348K
VFA
687
Valeo Financial Advisors
Indiana
$348K +$7.21K +22 +2%
HAG
688
HighPoint Advisor Group
Illinois
$348K +$21.3K +65 +6%
WPA
689
Winning Points Advisors
Florida
$345K
MFW
690
Meristem Family Wealth
Minnesota
$345K +$400K +1,220 New
MCM
691
MAI Capital Management
Ohio
$342K -$9.18K -28 -2%
NGA
692
Naples Global Advisors
Florida
$342K
NA
693
NewEdge Advisors
Louisiana
$341K +$395K +1,205 New
SW
694
SVB Wealth
Massachusetts
$340K -$22.6K -69 -5%
TCM
695
Tributary Capital Management
Nebraska
$340K -$9.83K -30 -2%
AIC
696
Archer Investment Corporation
Indiana
$340K
LP
697
LGL Partners
Pennsylvania
$332K
WPW
698
Waldron Private Wealth
Pennsylvania
$332K +$141K +429 +58%
CFA
699
Carroll Financial Associates
North Carolina
$326K -$89.8K -274 -19%
BP
700
Ballentine Partners
Massachusetts
$326K -$53.1K -162 -12%