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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
826
First Trust Direct Indexing
Massachusetts
$1.03M +$260K +1,218 +36%
LTI
827
Laffer Tengler Investments
Tennessee
$1.03M -$965K -4,522 -50%
HCA
828
Harbour Capital Advisors
Virginia
$1.02M -$33.1K -155 -3%
WAM
829
Wolverine Asset Management
Illinois
$1.02M +$107K +500 +13%
SIMG
830
Sonora Investment Management Group
Arizona
$1.02M -$64.2K -301 -6%
JIC
831
Johnson Investment Counsel
Ohio
$1.01M -$136K -638 -13%
DWT
832
Dorsey & Whitney Trust
South Dakota
$1M -$6.19K -29 -0.6%
CWM
833
Circle Wealth Management
New Jersey
$1M – – –
DA
834
Doliver Advisors
Texas
$1M -$226K -1,059 -19%
QCM
835
Quantinno Capital Management
New York
$1M +$748K +3,507 +388%
WA
836
WBH Advisory
Maryland
$997K -$18.1K -85 -2%
RWA
837
River Wealth Advisors
Pennsylvania
$991K +$243K +1,137 +35%
SSW
838
Smith Shellnut Wilson
Mississippi
$986K – – –
PRC
839
Pearl River Capital
Michigan
$984K +$926K +4,340 New
TGAM
840
TBH Global Asset Management
Tennessee
$978K – – –
DTL
841
Dynamic Technology Lab
Singapore
$977K +$919K +4,308 New
SW
842
SVB Wealth
Massachusetts
$976K +$70.4K +330 +8%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$975K – – –
NF
844
Nvest Financial
New Hampshire
$974K -$20.1K -94 -2%
DFC
845
DB Fitzpatrick & Co
Idaho
$972K +$58.3K +273 +7%
GCP
846
GSA Capital Partners
United Kingdom
$970K +$913K +4,277 New
SLI
847
Sumitomo Life Insurance
Japan
$967K +$13K +61 +1%
BCPWM
848
Bradley & Co Private Wealth Management
Florida
$961K – – –
TFS
849
Thoroughbred Financial Services
Tennessee
$959K -$51.6K -242 -5%
RIM
850
Reynolds Investment Management
South Carolina
$957K +$427 +2 +0%
32 33
34
35 36