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Name Holding Trade Value Shares
Change
Change in
Stake
WP
526
WealthSource Partners
California
$1.13M +$390K +5,443 +51%
PRC
527
Pearl River Capital
Michigan
$1.13M +$1.16M +16,149 New
RG
528
Rathbones Group
United Kingdom
$1.11M – – –
BWAM
529
Boyd Watterson Asset Management
Ohio
$1.1M +$22.9K +319 +2%
Lido Advisors
530
Lido Advisors
California
$1.1M +$49.8K +695 +5%
FTDI
531
First Trust Direct Indexing
Massachusetts
$1.09M +$91.1K +1,271 +9%
OC
532
Oppenheimer & Co
New York
$1.09M -$34.8K -486 -3%
BCI
533
Brinker Capital Investments
Pennsylvania
$1.08M – – –
LA
534
Latitude Advisors
Florida
$1.07M +$595K +8,296 +118%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$11K +153 +1%
WT
536
Whittier Trust
California
$1.06M -$7.09K -99 -0.6%
1SB
537
1ST Source Bank
Indiana
$1.05M +$5.66K +79 +0.5%
GT
538
Greenleaf Trust
Michigan
$1.05M +$107K +1,486 +11%
RWM
539
Ritholtz Wealth Management
New York
$1.05M -$364K -5,073 -25%
UFF
540
USA Financial Formulas
Michigan
$1.05M -$169K -2,353 -14%
AP
541
Appleton Partners
Massachusetts
$1.03M – – –
PI
542
PEAK6 Investments
Illinois
$1.03M +$437K +6,091 +70%
GIA
543
Gladstone Institutional Advisory
Florida
$1.01M +$1.04M +14,559 New
PTC
544
Philadelphia Trust Company
Pennsylvania
$1.01M +$25.4K +355 +3%
RI
545
Ridgewood Investments
New Jersey
$1M -$308K -4,298 -23%
CCP
546
Cardan Capital Partners
Colorado
$1M – – –
CL
547
CSS LLC
Illinois
$998K -$458K -6,388 -31%
RIA
548
Realta Investment Advisors
Delaware
$996K +$18.8K +262 +2%
CS
549
Comerica Securities
Michigan
$987K -$13.3K -185 -1%
MIAN
550
Mariner Independent Advisor Network
Kansas
$981K +$70.8K +988 +8%