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Name Holding Trade Value Shares
Change
Change in
Stake
KDA
676
Kraft Davis & Associates
Missouri
$444K +$437K +4,044 New
PMFA
677
Plante Moran Financial Advisors
Michigan
$442K – – –
ETIA
678
Epic Trust Investment Advisors
Washington
$442K -$10.8K -100 -2%
RCAG
679
Rehmann Capital Advisory Group
Michigan
$440K -$5.19K -48 -1%
DCM
680
Donaldson Capital Management
Indiana
$440K -$7.79K -72 -2%
CCM
681
Coldstream Capital Management
Washington
$436K +$418K +3,864 New
CIA
682
Capital Impact Advisors
Massachusetts
$435K – – –
PCA
683
Pallas Capital Advisors
Massachusetts
$432K – – –
FTDI
684
First Trust Direct Indexing
Massachusetts
$432K +$17.7K +164 +4%
BAM
685
Belpointe Asset Management
Nevada
$431K +$54.5K +504 +15%
MCM
686
Manchester Capital Management
Vermont
$430K +$19.5K +180 +5%
FMAEN1
687
Fund Management at Engine No 1
California
$429K +$53.2K +492 +15%
CWM
688
Connecticut Wealth Management
Connecticut
$429K – – –
BA
689
Ballast Advisors
Minnesota
$427K – – –
KPWS
690
Kestra Private Wealth Services
Texas
$424K -$92.2K -852 -18%
CGL
691
Clarius Group LLC
Washington
$422K +$38.9K +360 +11%
ZCA
692
Zeke Capital Advisors
Pennsylvania
$422K -$52.8K -488 -12%
GW
693
GW & Wade
Massachusetts
$420K +$22.9K +212 +6%
SHFA
694
SC&H Financial Advisors
Maryland
$419K -$43.3K -400 -10%
FL
695
Fort LP
Maryland
$417K +$22.1K +204 +6%
SGI
696
Summit Global Investments
Utah
$416K +$3.89K +36 +1%
MOS
697
MGO One Seven
Ohio
$415K -$16K -148 -4%
NWMG
698
National Wealth Management Group
Ohio
$406K – – –
ECM
699
Everence Capital Management
Indiana
$406K – – –
Lido Advisors
700
Lido Advisors
California
$404K +$387K +3,576 New