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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
Capital Investment Advisory Services
North Carolina
$790K +$15.4K +258 +2%
FTDI
677
First Trust Direct Indexing
Massachusetts
$777K -$16.9K -282 -2%
DMK
678
David M. Knott
$775K – – –
MHS
679
M Holdings Securities
Oregon
$768K +$719K +12,007 New
MAFM
680
Mid Atlantic Financial Management
Pennsylvania
$767K +$62.2K +1,039 +9%
CS
681
Comerica Securities
Michigan
$767K +$132K +2,205 +23%
Ontario Teachers' Pension Plan Board
682
Ontario Teachers' Pension Plan Board
Ontario, Canada
$763K -$365K -6,100 -34%
RFN
683
RDA Financial Network
Iowa
$762K +$20K +335 +3%
IMOV
684
Investment Management of Virginia
Virginia
$761K +$36.7K +613 +5%
Jump Financial
685
Jump Financial
Illinois
$759K +$10.8K +180 +2%
IndexIQ Advisors
686
IndexIQ Advisors
New York
$759K +$89.3K +1,493 +14%
SouthState Corp
687
SouthState Corp
Florida
$757K -$54.5K -910 -7%
PWA
688
Providence Wealth Advisors
Illinois
$749K +$55.1K +921 +9%
Park National Corp
689
Park National Corp
Ohio
$746K -$66.7K -1,115 -9%
VI
690
Versor Investments
New York
$742K +$695K +11,610 New
WA
691
WealthTrust Axiom
Pennsylvania
$736K -$11.2K -187 -2%
IFP Advisors
692
IFP Advisors
Florida
$735K +$193K +3,231 +39%
CFA
693
CWS Financial Advisors
Michigan
$731K +$9.99K +167 +1%
HL
694
HeadInvest LLC
Maine
$726K +$10.5K +175 +2%
Livforsakringsbolaget Skandia
695
Livforsakringsbolaget Skandia
Sweden
$725K – – –
PIM
696
Penobscot Investment Management
Massachusetts
$724K – – –
BHWM
697
Bar Harbor Wealth Management
New Hampshire
$719K +$5.51K +92 +0.8%
Vanguard Personalized Indexing Management
698
Vanguard Personalized Indexing Management
California
$718K +$429K +7,171 +177%
HH
699
Hilltop Holdings
Texas
$713K +$155K +2,583 +30%
EFS
700
Essex Financial Services
Connecticut
$712K -$16.5K -276 -2%