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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
776
First Trust Direct Indexing
Massachusetts
$535K +$39.1K +251 +8%
HA
777
Harfst & Associates
Wyoming
$531K -$1.09K -7 -0.2%
SYBT
778
Stock Yards Bank & Trust
Kentucky
$526K -$62.8K -403 -11%
BAM
779
Belpointe Asset Management
Nevada
$523K -$31.3K -201 -6%
Squarepoint
780
Squarepoint
New York
$517K -$1.1M -7,030 -69%
CAM
781
Cresset Asset Management
Illinois
$517K -$479K -3,073 -50%
CG
782
Caprock Group
Idaho
$515K -$295K -1,896 -38%
KFP
783
KB Financial Partners
New Jersey
$514K +$55K +353 +13%
GDP
784
Great Diamond Partners
Maine
$513K +$2.49K +16 +0.5%
DWP
785
Daymark Wealth Partners
Ohio
$513K +$31K +199 +7%
CA
786
Clearstead Advisors
Ohio
$512K +$130K +835 +37%
SB
787
Simmons Bank
Arkansas
$512K +$16.5K +106 +4%
OPCM
788
Osborne Partners Capital Management
California
$508K +$62.3K +400 +15%
KWM
789
Kingsview Wealth Management
Oregon
$508K -$177K -1,137 -27%
EWM
790
Empirical Wealth Management
Washington
$507K -$62K -398 -12%
ASN
791
Advisory Services Network
Georgia
$506K +$97.2K +624 +26%
ZIC
792
ZWJ Investment Counsel
Georgia
$505K -$7.91M -50,774 -94%
NLGIA
793
Nippon Life Global Investors Americas
New York
$505K – – –
BA
794
Ballast Advisors
Minnesota
$503K +$474K +3,041 New
KPWS
795
Kestra Private Wealth Services
Texas
$503K +$18.2K +117 +4%
DCM
796
Deuterium Capital Management
Florida
$503K +$208K +1,333 +78%
TAM
797
Tocqueville Asset Management
New York
$499K +$4.21K +27 +0.9%
CI
798
Cigna Investments
Connecticut
$498K -$8.88K -57 -2%
FMAEN1
799
Fund Management at Engine No 1
California
$498K +$43.3K +278 +10%
WS
800
Wedbush Securities
California
$496K -$20.1K -129 -4%