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Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$133K +$123K +1,842 New
FTDI
402
First Trust Direct Indexing
Massachusetts
$125K +$116K +1,729 New
SPIA
403
Steward Partners Investment Advisory
New York
$116K +$4.82K +72 +5%
IA
404
IndexIQ Advisors
New York
$110K -$50K -748 -33%
CFB
405
Cullen/Frost Bankers
Texas
$109K – – –
GWM
406
Geneos Wealth Management
Colorado
$107K +$190K +2,847 +185%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$104K +$96.5K +1,443 New
FF
408
FourThought Financial
Florida
$100K +$92.7K +1,386 New
1IA
409
1834 Investment Advisors
Wisconsin
$98K – – –
FHA
410
First Horizon Advisors
Tennessee
$89K +$6.49K +97 +8%
BC
411
Bartlett & Co
Ohio
$87K – – –
BCWM
412
Bartlett & Co Wealth Management
Ohio
$86.8K – – –
RTC
413
Riverview Trust Company
Washington
$85K – – –
CCA
414
Column Capital Advisors
Indiana
$79K -$1.47K -22 -2%
HNB
415
Huntington National Bank
Ohio
$75K -$61.5K -920 -47%
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$74K +$12.8K +192 +23%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$73K -$117K -1,752 -63%
WWM
418
Wolff Wiese Magana
California
$68K +$63.3K +946 New
MMG
419
Monetary Management Group
Missouri
$65K – – –
PA
420
Parallel Advisors
California
$63K -$11K -164 -16%
DWA
421
Dougherty Wealth Advisers
Minnesota
$63K – – –
WT
422
Washington Trust
Rhode Island
$58K – – –
TWM
423
Tradition Wealth Management
Minnesota
$54K +$50.2K +750 New
Fuller & Thaler Asset Management
424
Fuller & Thaler Asset Management
California
$53K – – –
EWM
425
Endurance Wealth Management
Rhode Island
$51K -$3.35K -50 -7%