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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$286K +$28.1K +362 +12%
VWM
452
Valley Wealth Managers
New Jersey
$279K -$4.35K -56 -2%
WA
453
Wambolt & Associates
Colorado
$276K
S
454
SignatureFD
Georgia
$276K +$311 +4 +0.1%
KJHP
455
K.J. Harrison & Partners
Ontario, Canada
$272K
NP
456
Nilsine Partners
Colorado
$270K
OL
457
Optas LLC
Texas
$269K -$48.6K -625 -17%
LIA
458
LifePlan Investment Advisors
North Carolina
$267K +$241K +3,096 New
PA
459
Pinnacle Associates
New York
$261K
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$259K
AB
461
Atlas Brown
Kentucky
$259K
SFA
462
Seneca Financial Advisors
New York
$259K
DP
463
Dearborn Partners
Illinois
$258K +$232K +2,987 New
CWM
464
Centric Wealth Management
Illinois
$255K +$233K +3,000 New
VF
465
Virtu Financial
New York
$254K +$228K +2,940 New
CWM
466
Cordatus Wealth Management
Pennsylvania
$253K +$228K +2,931 New
FL
467
Fort LP
Maryland
$249K +$224K +2,885 New
PA
468
Parallel Advisors
California
$248K +$7.69K +99 +4%
BFM
469
Boothbay Fund Management
New York
$248K +$223K +2,868 New
ECM
470
ExodusPoint Capital Management
New York
$247K -$4.25M -54,747 -95%
MAS
471
Meeder Advisory Services
Ohio
$246K -$9.4K -121 -4%
NC
472
NinePointTwo Capital
California
$234K +$211K +2,710 New
TH
473
TCTC Holdings
Texas
$234K +$622 +8 +0.3%
BP
474
Ballentine Partners
Massachusetts
$232K +$209K +2,683 New
SOW
475
State of Wyoming
Wyoming
$230K +$77K +991 +59%