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Name Holding Trade Value Shares
Change
Change in
Stake
DI
651
DFPG Investments
Utah
$275K +$445 +12 +0.1%
FA
652
Fermata Advisors
California
$273K -$5.05K -136 -2%
AC
653
Annandale Capital
Texas
$273K +$267K +7,200 New
Group One Trading
654
Group One Trading
Illinois
$269K -$544K -14,656 -67%
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$269K +$91K +2,452 +53%
KCM
656
Kennedy Capital Management
Missouri
$268K – – –
P
657
Pitcairn
Pennsylvania
$268K +$1.19K +32 +0.5%
FTDI
658
First Trust Direct Indexing
Massachusetts
$267K -$11K -296 -4%
RTC
659
Riverview Trust Company
Washington
$266K – – –
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$265K +$260K +7,000 New
SMA
661
Sage Mountain Advisors
Georgia
$260K – – –
SW
662
SkyOak Wealth
Michigan
$259K +$253K +6,828 New
AAM
663
Aureus Asset Management
Massachusetts
$257K – – –
MPM
664
MBB Public Markets
Illinois
$255K +$250K +6,728 New
JCM
665
Janney Capital Management
Pennsylvania
$253K -$1.49K -40 -0.6%
PK
666
Pflug Koory
Nebraska
$250K – – –
VCG
667
Vantage Consulting Group
Virginia
$249K +$6.68K +180 +3%
SA
668
Syntax Advisors
New York
$249K +$244K +6,572 New
LA
669
Legacy Advisors
Pennsylvania
$248K – – –
HNB
670
Huntington National Bank
Ohio
$246K +$8.16K +220 +4%
Fisher Asset Management
671
Fisher Asset Management
Washington
$246K +$15.3K +412 +7%
IWC
672
Integrated Wealth Concepts
Massachusetts
$245K -$2.82K -76 -1%
SW
673
SVB Wealth
Massachusetts
$243K -$113K -3,044 -32%
CI
674
Conning Inc
Connecticut
$241K -$32.5K -876 -12%
KWM
675
Kingsview Wealth Management
Oregon
$237K -$5.94K -160 -3%