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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
601
Paradigm Asset Management
New York
$1.05M – – –
ZF
602
Zhang Financial
Michigan
$1.05M -$59.8K -1,133 -6%
FTDI
603
First Trust Direct Indexing
Massachusetts
$1.04M -$259K -4,916 -20%
KSB
604
Kennebec Savings Bank
Maine
$1.04M +$1M +19,013 New
AGF Management
605
AGF Management
Ontario, Canada
$1.04M -$113K -2,139 -10%
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$1.03M – – –
CCG
607
Cypress Capital Group
Florida
$1.02M -$277K -5,241 -22%
SAM
608
Sawgrass Asset Management
Florida
$1.02M -$36.6K -693 -4%
SXL
609
Summit X LLC
Missouri
$1.01M -$28.5K -540 -3%
NC
610
nVerses Capital
Florida
$1.01M +$227K +4,300 +30%
Loring Wolcott & Coolidge Fiduciary Advisors
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1M -$288K -5,452 -22%
AWP
612
Ascent Wealth Partners
New York
$999K +$4.8K +91 +0.5%
Fiduciary Trust
613
Fiduciary Trust
Massachusetts
$998K -$84.8K -1,606 -8%
MAS
614
Meeder Advisory Services
Ohio
$997K -$121K -2,285 -11%
OHWP
615
Oak Harbor Wealth Partners
North Carolina
$996K +$21.8K +413 +2%
Daymark Wealth Partners
616
Daymark Wealth Partners
Ohio
$990K -$11.6K -220 -0.2%
MCM
617
Mork Capital Management
California
$989K – – –
HighPoint Advisor Group
618
HighPoint Advisor Group
Illinois
$989K -$84.9K -1,609 -8%
Savant Capital
619
Savant Capital
Illinois
$980K -$152K -2,883 -14%
RMF
620
Red Mountain Financial
Colorado
$979K +$370 +7 +0%
GSC
621
G&S Capital
Colorado
$978K +$1.06K +20 +0.1%
Candriam SCA
622
Candriam SCA
Luxembourg
$967K – – –
HFM
623
Hartford Financial Management
Connecticut
$962K +$528 +10 +0.1%
Bleakley Financial Group
624
Bleakley Financial Group
New Jersey
$960K -$46.5K -880 -5%
CIM
625
CIM Investment Management
Pennsylvania
$955K -$22.6K -429 -2%