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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
$1.01M +$207K +3,300 +30%
CCP
552
Cardan Capital Partners
Colorado
$1.01M – – –
CS
553
Comerica Securities
Michigan
$1.01M +$31.7K +506 +4%
AC
554
Allstate Corporation
Illinois
$995K -$109K -1,739 -11%
PTC
555
Philadelphia Trust Company
Pennsylvania
$992K +$27K +430 +3%
WJWM
556
Williams Jones Wealth Management
New York
$991K +$255K +4,060 +40%
RIA
557
Realta Investment Advisors
Delaware
$985K -$690 -11 -0.1%
SC
558
Scotia Capital
Ontario, Canada
$979K +$606K +9,658 +226%
LPIC
559
LeJeune Puetz Investment Counsel
Michigan
$976K – – –
LOAMS
560
Lombard Odier Asset Management (Switzerland)
Switzerland
$973K -$168K -2,671 -16%
RIG
561
Ramiah Investment Group
Wisconsin
$969K -$4.08K -65 -0.5%
ACM
562
AlphaStar Capital Management
North Carolina
$967K +$69K +1,100 +9%
ISL
563
Ingalls & Snyder LLC
New York
$960K -$19.4K -310 -2%
GT
564
Greenleaf Trust
Michigan
$955K -$24.5K -391 -3%
CIA
565
Choate Investment Advisors
Massachusetts
$955K +$251 +4 +0%
EI
566
EDMP Inc
Florida
$952K – – –
EI
567
Ethic Inc
New York
$951K +$199K +3,169 +31%
OBGC
568
O'Brien Greene & Co
Pennsylvania
$930K +$61.5K +980 +8%
LAM
569
L2 Asset Management
Massachusetts
$920K -$4.77K -76 -0.6%
MIAN
570
Mariner Independent Advisor Network
Kansas
$919K +$28.2K +450 +4%
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$918K -$3.07M -48,911 -79%
KC
572
Knuff & Co
California
$885K – – –
CI Investments Inc
573
CI Investments Inc
Ontario, Canada
$882K -$13.5K -216 -2%
OWM
574
Opes Wealth Management
California
$876K +$564 +9 +0.1%
GLA
575
Great Lakes Advisors
Illinois
$869K -$50.7K -809 -6%