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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
751
First Trust Direct Indexing
Massachusetts
$362K -$141K -464 -31%
SAM
752
Silvercrest Asset Management
New York
$361K +$30.3K +100 +11%
GWSG
753
GPS Wealth Strategies Group
Colorado
$356K -$22.7K -75 -7%
MPI
754
Mairs & Power Inc
Minnesota
$355K
PHAM
755
Palisades Hudson Asset Management
Florida
$351K
CA
756
Clearstead Advisors
Ohio
$351K +$149K +492 +94%
WIC
757
Willis Investment Counsel
Georgia
$350K +$3.03K +10 +1%
CIC
758
Cornercap Investment Counsel
Georgia
$349K -$3.49M -11,534 -92%
CCA
759
Checchi Capital Advisers
California
$346K -$29.4K -97 -9%
FGAM
760
Financial Gravity Asset Management
Texas
$346K -$1.51K -5 -12%
WA
761
WestEnd Advisors
North Carolina
$346K
DA
762
DCF Advisers
Connecticut
$346K +$303K +1,000 New
DMBA
763
Deseret Mutual Benefit Administrators
Utah
$341K +$299K +986 New
AG
764
AIA Group
Hong Kong
$340K +$318K +1,049 New
PVH
765
Psagot Value Holdings
Israel
$338K
FWM
766
Frontier Wealth Management
Missouri
$338K +$13K +43 +5%
NIM
767
NuWave Investment Management
New Jersey
$332K +$291K +959 New
GCC
768
Game Creek Capital
Massachusetts
$329K +$288K +950 New
NCMW
769
Northern Capital Management (Washington)
Washington
$328K
GTAM
770
Global Trust Asset Management
Florida
$325K -$4.24K -14 -1%
RIG
771
RiverFront Investment Group
Virginia
$324K +$25.1K +83 +10%
NB
772
NBT Bank
New York
$322K
BCM
773
BTR Capital Management
California
$322K +$281K +929 New
WF
774
Welch & Forbes
Massachusetts
$321K -$201K -665 -42%
FCH
775
Freestone Capital Holdings
Washington
$320K -$38.8K -128 -12%