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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
601
Zhang Financial
Michigan
$1.05M -$59.8K -1,133 -6%
FTDI
602
First Trust Direct Indexing
Massachusetts
$1.04M -$259K -4,916 -20%
KSB
603
Kennebec Savings Bank
Maine
$1.04M +$1M +19,013 New
AM
604
AGF Management
Ontario, Canada
$1.04M -$113K -2,139 -10%
BHWM
605
Bar Harbor Wealth Management
New Hampshire
$1.03M
CCG
606
Cypress Capital Group
Florida
$1.02M -$277K -5,241 -22%
SAM
607
Sawgrass Asset Management
Florida
$1.02M -$36.6K -693 -4%
SXL
608
Summit X LLC
Missouri
$1.01M -$28.5K -540 -3%
NC
609
nVerses Capital
Florida
$1.01M +$227K +4,300 +30%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1M -$288K -5,452 -22%
AWP
611
Ascent Wealth Partners
New York
$999K +$4.8K +91 +0.5%
FT
612
Fiduciary Trust
Massachusetts
$998K -$84.8K -1,606 -8%
MAS
613
Meeder Advisory Services
Ohio
$997K -$121K -2,285 -11%
OHWP
614
Oak Harbor Wealth Partners
North Carolina
$996K +$21.8K +413 +2%
DWP
615
Daymark Wealth Partners
Ohio
$990K -$11.6K -220 -0.2%
MCM
616
Mork Capital Management
California
$989K
HAG
617
HighPoint Advisor Group
Illinois
$989K -$84.9K -1,609 -8%
SC
618
Savant Capital
Illinois
$980K -$152K -2,883 -14%
RMF
619
Red Mountain Financial
Colorado
$979K +$370 +7 +0%
GSC
620
G&S Capital
Colorado
$978K +$1.06K +20 +0.1%
CS
621
Candriam SCA
Luxembourg
$967K
HFM
622
Hartford Financial Management
Connecticut
$962K +$528 +10 +0.1%
BFG
623
Bleakley Financial Group
New Jersey
$960K -$46.5K -880 -5%
CIM
624
CIM Investment Management
Pennsylvania
$955K -$22.6K -429 -2%
UB
625
Umpqua Bank
Oregon
$948K +$33.7K +638 +4%