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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
551
Jacobi Capital Management
Pennsylvania
$885K -$46.6K -3,587 -5%
DC
552
Davenport & Co
Virginia
$877K -$158K -12,158 -15%
FTDI
553
First Trust Direct Indexing
Massachusetts
$872K +$52.4K +4,032 +6%
SFM
554
Spartan Fund Management
Canada
$871K -$422K -32,500 -32%
WWM
555
Western Wealth Management
Colorado
$868K -$19.8K -1,523 -2%
VCM
556
Virtue Capital Management
Tennessee
$864K
CIAS
557
Capital Investment Advisory Services
North Carolina
$863K -$18.4K -1,418 -2%
JWA
558
JFS Wealth Advisors
Pennsylvania
$862K +$3.52K +271 +0.4%
NICM
559
Neo Ivy Capital Management
New York
$862K +$181K +13,962 +25%
MCM
560
Mainstay Capital Management
Michigan
$858K +$381K +29,316 +74%
I
561
INVST
Indiana
$854K -$96.3K -7,416 -10%
CWM
562
Cedar Wealth Management
California
$852K -$76.3K -5,878 -8%
GT
563
Greenleaf Trust
Michigan
$850K -$10.4K -798 -1%
CJL
564
Cyrus J. Lawrence
New York
$848K -$2M -153,762 -69%
PCG
565
Prosperity Consulting Group
Maryland
$845K +$82.2K +6,330 +10%
AAS
566
Ameritas Advisory Services
Nebraska
$844K +$16K +1,236 +2%
SB
567
Strategic Blueprint
Georgia
$843K -$26.4K -2,036 -3%
MA
568
Mutual Advisors
Nebraska
$841K -$88.4K -6,811 -9%
MAS
569
Meeder Advisory Services
Ohio
$840K -$72.1K -5,555 -8%
GWM
570
Geneos Wealth Management
Colorado
$839K -$71.4K -5,500 -8%
9WM
571
9258 Wealth Management
Ohio
$837K -$247 -19 -0%
FCA
572
FinTrust Capital Advisors
South Carolina
$833K +$508K +39,120 +140%
WIM
573
Waycross Investment Management
Washington
$830K -$91.8K -7,068 -10%
QPW
574
Quantum Private Wealth
Florida
$830K
MYLI
575
Meiji Yasuda Life Insurance
Japan
$828K +$866K +66,692 New