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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
626
Seven Eight Capital
New York
$659K +$128K +1,032 +23%
FCBT
627
First Citizens Bank & Trust
North Carolina
$656K -$5.48K -44 -0.8%
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$651K +$22.9K +184 +4%
RJT
629
Raymond James Trust
Florida
$644K +$14.9K +120 +2%
KFP
630
KMG Fiduciary Partners
Ohio
$644K +$10.5K +84 +2%
FTDI
631
First Trust Direct Indexing
Massachusetts
$643K +$69.2K +556 +12%
OIA
632
OneDigital Investment Advisors
Kansas
$634K +$3.49K +28 +0.5%
MCWS
633
McKinley Carter Wealth Services
West Virginia
$634K – – –
CTC
634
Central Trust Company
Missouri
$632K -$13.4K -108 -2%
TCM
635
Tributary Capital Management
Nebraska
$625K -$9.96K -80 -2%
AF
636
Allworth Financial
California
$623K +$32.9K +264 +5%
GC
637
Grimes & Company
Massachusetts
$619K -$289K -2,324 -31%
CWM
638
Connecticut Wealth Management
Connecticut
$611K +$88.6K +712 +16%
LA
639
LVW Advisors
New York
$605K +$626K +5,028 New
HWM
640
HB Wealth Management
Georgia
$601K +$98.1K +788 +19%
BBI
641
Baxter Bros Inc
Connecticut
$598K – – –
FMAEN1
642
Fund Management at Engine No 1
California
$595K +$55.3K +444 +10%
CCG
643
Cypress Capital Group
Florida
$592K -$77.2K -620 -11%
WA
644
WBH Advisory
Maryland
$590K +$269K +2,164 +79%
BAM
645
Blueshift Asset Management
New Jersey
$587K +$300K +2,412 +98%
AP
646
Appleton Partners
Massachusetts
$586K +$607K +4,876 New
NP
647
NorthRock Partners
Minnesota
$583K +$24.4K +196 +4%
MFG
648
Merit Financial Group
Georgia
$579K +$33.4K +268 +6%
AP
649
Advisors Preferred
Maryland
$578K +$594K +4,768 New
EFI
650
EHP Funds Inc
Canada
$577K -$647K -5,200 -52%