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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
726
First Trust Direct Indexing
Massachusetts
$13.2M +$1.37M +1,751 +13%
LMKC
727
L.M. Kohn & Company
Ohio
$13.2M -$241K -309 -2%
GVAG
728
Great Valley Advisor Group
Delaware
$13.1M +$296K +379 +3%
SWA
729
Stratos Wealth Advisors
Ohio
$13M -$811K -1,039 -6%
IMC Chicago
730
IMC Chicago
Illinois
$13M +$11.9M +15,312 New
CIM
731
Chapman Investment Management
California
$13M -$812K -1,041 -6%
FMTC
732
Farmers & Merchants Trust Company
California
$13M -$2.28M -2,923 -16%
WP
733
WealthPLAN Partners
Nebraska
$13M +$435K +558 +4%
TCA
734
Trifecta Capital Advisors
Illinois
$12.8M +$612K +784 +5%
PIP
735
Peachtree Investment Partners
Florida
$12.8M +$2.34K +3 +0%
BIA
736
Biondo Investment Advisors
Pennsylvania
$12.8M +$304K +389 +3%
WWM
737
Western Wealth Management
Colorado
$12.8M +$494K +633 +4%
LA
738
Lakeside Advisors
Washington
$12.8M -$106K -136 -0.9%
EF
739
Empirical Finance
Pennsylvania
$12.7M -$807K -1,034 -6%
GH
740
GAM Holding
Switzerland
$12.7M +$975K +1,249 +9%
MCM
741
Mengis Capital Management
Oregon
$12.7M -$9.57M -12,266 -45%
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$12.6M -$318K -408 -3%
NW
743
NewEdge Wealth
Pennsylvania
$12.6M -$412K -528 -3%
SI
744
Stephens Inc
Arkansas
$12.6M -$1.56K -2 -0%
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$12.6M +$147K +188 +1%
CPA
746
Capital Planning Advisors
California
$12.6M +$137K +176 +1%
NFG
747
Nations Financial Group
Iowa
$12.5M -$120K -154 -1%
NEI
748
Northwest & Ethical Investments
Ontario, Canada
$12.5M +$25.8K +33 +0.2%
CFSG
749
Community Financial Services Group
Vermont
$12.5M -$655K -840 -5%
RSVP
750
Ramsay Stattman Vela & Price
Colorado
$12.5M +$10.9K +14 +0.1%