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Name Holding Trade Value Shares
Change
Change in
Stake
EI
426
Ethic Inc
New York
$1.13M +$77.2K +515 +8%
V
427
Veritable
Delaware
$1.12M +$15.4K +103 +1%
CFGS
428
Concourse Financial Group Securities
Alabama
$1.11M -$60K -400 -5%
FTDI
429
First Trust Direct Indexing
Massachusetts
$1.1M -$38.8K -259 -4%
MWM
430
Mission Wealth Management
California
$1.09M +$25.6K +171 +3%
APWA
431
Atlas Private Wealth Advisors
New Jersey
$1.09M -$25.9K -173 -2%
BMC
432
Beaton Management Company
Massachusetts
$1.08M
KIC
433
Kensington Investment Counsel
California
$1.08M -$330K -2,203 -24%
FCB
434
First County Bank
Connecticut
$1.08M -$667K -4,446 -40%
SFSG
435
Sound Financial Strategies Group
Mississippi
$1.07M +$359K +2,395 +55%
PAG
436
Powers Advisory Group
Illinois
$1.07M +$5.1K +34 +0.5%
JIC
437
Johnson Investment Counsel
Ohio
$1.06M +$107K +716 +12%
API
438
Advisor Partners II
California
$1.04M +$99.3K +662 +11%
SI
439
Stephens Inc
Arkansas
$1.04M -$256K -1,709 -21%
CAM
440
Cypress Asset Management
Texas
$1.03M -$99K -660 -9%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$1.02M +$20.7K +138 +2%
CBNLCF
442
Cognios Beta Neutral Large Cap Fund
Kansas
$1.02M +$6.6K +44 +0.7%
MCM
443
MAI Capital Management
Ohio
$1.02M +$63.3K +422 +7%
WS
444
Wedbush Securities
California
$1.01M +$35.1K +234 +4%
KWM
445
Kingsview Wealth Management
Oregon
$1.01M +$19.5K +130 +2%
RCM
446
Raleigh Capital Management
North Carolina
$1.01M -$564K -3,764 -37%
SSB
447
Sandy Spring Bank
Maryland
$1M -$27K -180 -3%
PP
448
Prudential plc
United Kingdom
$1M +$3K +20 +0.3%
MCCP
449
Mission Creek Capital Partners
California
$999K +$40.2K +268 +4%
MWM
450
Meridian Wealth Management
Kentucky
$993K +$35.7K +238 +4%