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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
676
First Trust Direct Indexing
Massachusetts
$241K +$256K +1,547 New
RSWM
677
Robertson Stephens Wealth Management
California
$239K -$4.8K -29 -2%
SCM
678
Salem Capital Management
Massachusetts
$233K – – –
CT
679
Cambridge Trust
Massachusetts
$232K – – –
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$232K – – –
HCM
681
Hengehold Capital Management
Ohio
$231K – – –
GSWM
682
Golden State Wealth Management
California
$229K – – –
CFFP
683
Center for Financial Planning
Michigan
$227K -$267K -1,613 -52%
Wolverine Trading
684
Wolverine Trading
Illinois
$226K -$103K -620 -30%
VVP
685
Venture Visionary Partners
Ohio
$225K -$166 -1 -0.1%
BIM
686
Baldwin Investment Management
Pennsylvania
$225K – – –
SWM
687
SeaCrest Wealth Management
New York
$223K +$3.31K +20 +1%
MAFM
688
Mid Atlantic Financial Management
Pennsylvania
$222K -$4.47K -27 -2%
Federated Hermes
689
Federated Hermes
Pennsylvania
$220K -$17.2K -104 -7%
TSWM
690
Triangle Securities Wealth Management
North Carolina
$217K – – –
HF
691
HRT Financial
New York
$217K +$231K +1,396 New
BWP
692
BSW Wealth Partners
Colorado
$217K +$232K +1,398 New
Pzena Investment Management
693
Pzena Investment Management
New York
$216K -$36.8M -222,379 -99%
AS
694
Altshuler Shaham
Israel
$214K +$219K +1,325 +2,819%
CFA
695
Carroll Financial Associates
North Carolina
$212K – – –
AAM
696
Advisors Asset Management
Colorado
$212K +$1.49K +9 +0.7%
GTCM
697
Gyon Technologies Capital Management
New Jersey
$211K -$614K -3,705 -73%
HBT
698
Hills Bank & Trust
Iowa
$210K – – –
MS
699
Maven Securities
Jersey
$210K +$223K +1,348 New
LNWTC
700
Laird Norton Wetherby Trust Company
Washington
$208K +$222K +1,343 New