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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
476
Raymond James Trust
Florida
$418K +$11.2K +24 +3%
AIMCA
477
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$409K – – –
FTDI
478
First Trust Direct Indexing
Massachusetts
$408K +$91.4K +196 +28%
SLAM
479
Swiss Life Asset Management
$397K -$607K -1,301 -60%
TPWA
480
TRUE Private Wealth Advisors
Oregon
$395K +$35K +75 +9%
DIA
481
Dean Investment Associates
Ohio
$394K -$45.7K -98 -10%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$393K – – –
PWS
483
Precision Wealth Strategies
Missouri
$391K -$11.2K -24 -3%
BCI
484
Brinker Capital Investments
Pennsylvania
$386K +$7.93K +17 +2%
OPS
485
Orion Portfolio Solutions
Nebraska
$386K +$7.93K +17 +2%
MAS
486
Meeder Advisory Services
Ohio
$385K -$1.4K -3 -0.4%
KIA
487
KLR Investment Advisors
Rhode Island
$367K -$29.4K -63 -7%
LFA
488
Legacy Financial Advisors
Kentucky
$364K +$25.2K +54 +7%
SPWG
489
Sage Private Wealth Group
Illinois
$363K +$170K +365 +84%
AR
490
Apeiron RIA
Texas
$360K +$1.4K +3 +0.4%
HI
491
Handelsinvest Investeringsforvaltning
Denmark
$360K -$192K -411 -34%
BFG
492
Bleakley Financial Group
New Jersey
$359K +$35K +75 +11%
SW
493
Simplicity Wealth
New Jersey
$359K +$368K +789 New
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$358K – – –
MOS
495
MGO One Seven
Ohio
$358K -$119K -255 -24%
PCM
496
Parsons Capital Management
Rhode Island
$356K – – –
GDP
497
Great Diamond Partners
Maine
$354K -$5.13K -11 -1%
SCA
498
Stokes Capital Advisors
South Carolina
$354K – – –
PGFC
499
Peapack-Gladstone Financial Corp
New Jersey
$351K +$19.6K +42 +6%
HTC
500
Haverford Trust Company
Pennsylvania
$351K +$71.8K +154 +25%
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