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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
651
Miller Investment Management
Pennsylvania
$389K – – –
ETIA
652
Epic Trust Investment Advisors
Washington
$389K +$410K +4,012 New
M
653
MOTCO
Texas
$388K +$408K +4,000 New
DCM
654
Donaldson Capital Management
Indiana
$385K -$88.2K -864 -18%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$383K -$14.7K -144 -4%
PMFA
656
Plante Moran Financial Advisors
Michigan
$380K – – –
WI
657
Wahed Invest
New York
$379K +$16.7K +164 +4%
MF
658
Magnetar Financial
Illinois
$377K +$397K +3,888 New
CIA
659
Capital Impact Advisors
Massachusetts
$374K -$447K -4,380 -53%
PTC
660
Petrus Trust Company
Texas
$373K +$393K +3,844 New
MOS
661
MGO One Seven
Ohio
$371K -$41.7K -408 -10%
CWM
662
Connecticut Wealth Management
Connecticut
$368K +$106K +1,040 +38%
BA
663
Ballast Advisors
Minnesota
$367K – – –
JAG
664
Journey Advisory Group
Kentucky
$360K +$4.49K +44 +1%
CCMG
665
Clark Capital Management Group
Pennsylvania
$359K +$77.6K +760 +26%
FTDI
666
First Trust Direct Indexing
Massachusetts
$355K +$51.5K +504 +16%
SGI
667
Summit Global Investments
Utah
$354K -$4.56M -44,656 -92%
MCM
668
Manchester Capital Management
Vermont
$352K +$817 +8 +0.2%
KWA
669
Kellett Wealth Advisors
Ohio
$351K +$408 +4 +0.1%
NWMG
670
National Wealth Management Group
Ohio
$349K – – –
ECM
671
Everence Capital Management
Indiana
$349K – – –
CI
672
Conning Inc
Connecticut
$347K -$28.2K -276 -7%
ASN
673
Advisory Services Network
Georgia
$347K +$365K +3,576 New
ML
674
McAdam LLC
Pennsylvania
$345K +$1.23K +12 +0.3%
OFS
675
OneAscent Financial Services
Alabama
$342K -$86.6K -848 -19%