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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
501
Ballentine Partners
Massachusetts
$394K -$60.8K -143 -13%
DWP
502
Daymark Wealth Partners
Ohio
$392K -$12.7K -30 -3%
FAIM
503
Financial Advocates Investment Management
Washington
$389K +$160K +377 +65%
SFP
504
Shepherd Financial Partners
Massachusetts
$389K -$25.9K -61 -6%
RJT
505
Raymond James Trust
Florida
$378K +$3.4K +8 +0.9%
IMCOOI
506
Investment Management Corp of Ontario (IMCO)
Canada
$373K +$127K +300 +49%
FTDI
507
First Trust Direct Indexing
Massachusetts
$369K +$2.55K +6 +0.7%
CP
508
Covenant Partners
Tennessee
$361K -$234K -551 -38%
RT
509
Rockland Trust
Massachusetts
$358K -$24.2K -57 -6%
EF
510
Empirical Finance
Pennsylvania
$356K -$28.5K -67 -7%
ATS
511
Ashton Thomas Securities
New York
$354K +$365K +858 New
WAG
512
Wallace Advisory Group
California
$354K -$14.4K -34 -4%
GC
513
Guggenheim Capital
Illinois
$353K -$302K -711 -45%
BIAS
514
Beacon Investment Advisory Services
New Jersey
$353K – – –
MSFS
515
Main Street Financial Solutions
Pennsylvania
$350K +$364K +857 New
EA
516
Everpar Advisors
Oklahoma
$345K +$41.6K +98 +13%
WP
517
Woodline Partners
California
$345K +$359K +844 New
SC
518
Sapient Capital
Indiana
$343K -$5.71M -13,434 -94%
LFA
519
Legacy Financial Advisors
Kentucky
$341K +$13.6K +32 +4%
GWP
520
Gen-Wealth Partners
Michigan
$334K +$91.8K +216 +36%
HTC
521
Haverford Trust Company
Pennsylvania
$333K +$18.3K +43 +6%
EGM
522
Engineers Gate Manager
New York
$331K -$365K -860 -51%
MOS
523
MGO One Seven
Ohio
$330K +$9.35K +22 +3%
OTL
524
Oak Thistle LLC
New York
$327K +$340K +800 New
AR
525
Apeiron RIA
Texas
$325K +$1.27K +3 +0.4%
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