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Name Holding Trade Value Shares
Change
Change in
Stake
MRI
526
Mad River Investors
Massachusetts
$438K -$127K -2,850 -19%
EI
527
EDMP Inc
Florida
$436K -$5.79K -130 -1%
CCP
528
Corient Capital Partners
California
$435K +$17.8K +400 +4%
SCA
529
Snowden Capital Advisors
New York
$432K +$535 +12 +0.1%
Lido Advisors
530
Lido Advisors
California
$429K -$66.4K -1,490 -11%
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$426K – – –
AP
532
Appleton Partners
Massachusetts
$424K -$11.3K -253 -2%
TCWM
533
Total Clarity Wealth Management
Illinois
$422K +$36.6K +821 +8%
FHA
534
Flagship Harbor Advisors
Massachusetts
$419K +$134K +3,005 +36%
JIC
535
Johnson Investment Counsel
Ohio
$418K -$401 -9 -0.1%
UB
536
UMB Bank
Missouri
$417K -$27.3K -613 -5%
BDF
537
Balasa Dinverno & Foltz
$409K -$323K -7,256 -40%
HBT
538
Hills Bank & Trust
Iowa
$409K -$257K -5,773 -34%
AWM
539
Aberdeen Wealth Management
Illinois
$403K – – –
FTDI
540
First Trust Direct Indexing
Massachusetts
$400K -$129K -2,895 -21%
PAS
541
Park Avenue Securities
New York
$397K -$79.7K -1,789 -14%
BPA
542
Beacon Pointe Advisors
California
$397K +$53.5K +1,201 +13%
PCM
543
Perritt Capital Management
Illinois
$389K -$59.7K -1,339 -11%
SP
544
Symmetry Partners
Connecticut
$386K -$111K -2,486 -19%
LSAG
545
Lake Street Advisors Group
New Hampshire
$386K +$8.51K +191 +2%
CAM
546
Carret Asset Management
New York
$384K – – –
ESCM
547
Echo Street Capital Management
New York
$382K +$211K +4,737 +84%
PFM
548
Parsec Financial Management
North Carolina
$368K – – –
AIA
549
AIMZ Investment Advisors
California
$367K +$89 +2 +0%
ACP
550
Ashfield Capital Partners
California
$366K – – –