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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
476
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$409K – – –
FTDI
477
First Trust Direct Indexing
Massachusetts
$408K +$91.4K +196 +28%
SLAM
478
Swiss Life Asset Management
$397K -$607K -1,301 -60%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$395K +$35K +75 +9%
DIA
480
Dean Investment Associates
Ohio
$394K -$45.7K -98 -10%
BIAS
481
Beacon Investment Advisory Services
New Jersey
$393K – – –
PWS
482
Precision Wealth Strategies
Missouri
$391K -$11.2K -24 -3%
BCI
483
Brinker Capital Investments
Pennsylvania
$386K +$7.93K +17 +2%
OPS
484
Orion Portfolio Solutions
Nebraska
$386K +$7.93K +17 +2%
MAS
485
Meeder Advisory Services
Ohio
$385K -$1.4K -3 -0.4%
KIA
486
KLR Investment Advisors
Rhode Island
$367K -$29.4K -63 -7%
LFA
487
Legacy Financial Advisors
Kentucky
$364K +$25.2K +54 +7%
SPWG
488
Sage Private Wealth Group
Illinois
$363K +$170K +365 +84%
AR
489
Apeiron RIA
Texas
$360K +$1.4K +3 +0.4%
HI
490
Handelsinvest Investeringsforvaltning
Denmark
$360K -$192K -411 -34%
BFG
491
Bleakley Financial Group
New Jersey
$359K +$35K +75 +11%
SW
492
Simplicity Wealth
New Jersey
$359K +$368K +789 New
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$358K – – –
MOS
494
MGO One Seven
Ohio
$358K -$119K -255 -24%
PCM
495
Parsons Capital Management
Rhode Island
$356K – – –
GDP
496
Great Diamond Partners
Maine
$354K -$5.13K -11 -1%
SCA
497
Stokes Capital Advisors
South Carolina
$354K – – –
PGFC
498
Peapack-Gladstone Financial Corp
New Jersey
$351K +$19.6K +42 +6%
HTC
499
Haverford Trust Company
Pennsylvania
$351K +$71.8K +154 +25%
MWM
500
Meridian Wealth Management
Kentucky
$344K – – –
18 19
20
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