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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$794K -$3.17K -22 -0.4%
AWM
452
Axxcess Wealth Management
California
$793K +$292K +2,022 +49%
LNC
453
Lincoln National Corp
Pennsylvania
$792K +$26.8K +186 +3%
V
454
Veritable
Delaware
$785K -$19.5K -135 -2%
MCCP
455
Mission Creek Capital Partners
California
$785K +$22.5K +156 +3%
WS
456
Wedbush Securities
California
$782K +$34.3K +238 +4%
PNC
457
Park National Corp
Ohio
$776K -$119K -822 -12%
BFS
458
Bradley Foster & Sargent
Connecticut
$776K -$144 -1 -0%
FNBOO
459
First National Bank of Omaha
Nebraska
$775K -$33.2K -230 -4%
SFFS
460
Stonehage Fleming Financial Services
Jersey
$774K – – –
IA
461
Insight Advisors
Pennsylvania
$771K +$1.59K +11 +0.2%
GIM
462
Grassi Investment Management
California
$770K – – –
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$765K -$10.5K -73 -1%
LSA
464
Lion Street Advisors
Texas
$763K +$294K +2,037 +52%
IP
465
Intellectus Partners
California
$760K -$9.81K -68 -1%
JIC
466
Johnson Investment Counsel
Ohio
$755K -$54.5K -378 -6%
SS
467
Simplicity Solutions
Minnesota
$754K +$501K +3,470 +144%
GCP
468
GSA Capital Partners
United Kingdom
$754K +$543K +3,762 +178%
FBT
469
First Bankers Trust
Kentucky
$746K – – –
VWM
470
Venturi Wealth Management
Texas
$744K +$18.9K +131 +2%
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$738K +$6.35K +44 +0.8%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$737K -$60.3K -418 -7%
S
473
SignatureFD
Georgia
$736K +$69.5K +482 +9%
GVAG
474
Great Valley Advisor Group
Delaware
$735K +$32K +222 +4%
MP
475
McDonald Partners
Ohio
$733K +$1.59K +11 +0.2%