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Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
976
Mariner Independent Advisor Network
Kansas
$4.21M -$1.58M -28,110 -27%
LPIC
977
LeJeune Puetz Investment Counsel
Michigan
$4.2M +$250K +4,450 +6%
FTDI
978
First Trust Direct Indexing
Massachusetts
$4.2M +$422K +7,516 +11%
RWA
979
Roberts Wealth Advisors
California
$4.2M +$4.33M +77,094 New
AIA
980
AIMZ Investment Advisors
California
$4.19M -$58K -1,033 -1%
Koshinski Asset Management
981
Koshinski Asset Management
Illinois
$4.18M +$1.36M +24,250 +46%
BIM
982
Bridges Investment Management
Nebraska
$4.18M -$37.9K -675 -0.9%
TCA
983
Transcend Capital Advisors
New Jersey
$4.17M -$182K -3,236 -4%
THWM
984
Taylor Hoffman Wealth Management
Virginia
$4.16M +$160K +2,850 +4%
FC
985
Fusion Capital
South Carolina
$4.13M +$229K +4,074 +6%
LFAS
986
Level Four Advisory Services
Texas
$4.12M +$5.72K +102 +0.1%
AFM
987
Abbot Financial Management
Massachusetts
$4.11M -$16.7K -297 -0.4%
BCFS
988
Butensky & Cohen Financial Security
Florida
$4.09M -$83.5K -1,488 -2%
HAG
989
HighPoint Advisor Group
Illinois
$4.08M -$118K -2,102 -3%
QT
990
Quantbot Technologies
New York
$4.08M +$4.21M +74,945 New
EB
991
Eastern Bank
Massachusetts
$4.06M +$131K +2,338 +3%
GL
992
Graypoint LLC
New York
$4.05M +$59K +1,051 +1%
BB
993
Berkshire Bank
Massachusetts
$4.04M +$22.6K +402 +0.5%
SPC
994
Sigma Planning Corp
Michigan
$4.04M -$937K -16,704 -18%
MBTD
995
Mechanics Bank - Trust Department
California
$4.02M +$7.01K +125 +0.2%
CDH
996
Charles D. Hyman
$4.02M -$1.57K -28 -0%
Walleye Trading
997
Walleye Trading
New York
$4.01M +$4.14M +73,716 New
CWM
998
Concentric Wealth Management
California
$3.99M -$8.7K -155 -0.2%
AT
999
Arden Trust
Delaware
$3.98M +$1.02M +18,228 +33%
PGIM
1000
Pacific Global Investment Management
California
$3.98M -$27.4K -489 -0.7%