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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
101
Legacy Wealth Asset Management
Minnesota
$514K +$562K +16,013 New
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$508K -$1.89M -53,878 -77%
FTDI
103
First Trust Direct Indexing
Massachusetts
$474K +$136K +3,887 +36%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$454K +$31.7K +904 +7%
Vanguard Personalized Indexing Management
105
Vanguard Personalized Indexing Management
California
$452K +$178K +5,072 +56%
FA
106
FDx Advisors
Illinois
$446K +$97.4K +2,773 +25%
MCM
107
McKinley Capital Management
Alaska
$434K +$475K +13,524 New
PAS
108
Park Avenue Securities
New York
$428K +$77.8K +2,215 +20%
S
109
SignatureFD
Georgia
$423K +$141K +4,007 +44%
EAM
110
Eagle Asset Management
Florida
$414K -$12.8K -365 -3%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$403K +$440K +12,533 New
EI
112
Ethic Inc
New York
$402K +$99.5K +2,833 +29%
Creative Planning
113
Creative Planning
Kansas
$395K +$432K +12,304 New
EAM
114
Erste Asset Management
Austria
$383K
WA
115
Wealth Alliance
New York
$383K +$146K +4,172 +54%
ATC
116
Argent Trust Co
Tennessee
$380K -$5.48K -156 -1%
CFM
117
Capricorn Fund Managers
United Kingdom
$378K -$4.8M -136,643 -92%
TI
118
Trexquant Investment
Connecticut
$378K +$413K +11,756 New
CCIA
119
Campbell & Co Investment Adviser
Maryland
$371K -$155K -4,416 -28%
KAS
120
Kestra Advisory Services
Texas
$355K +$40.5K +1,152 +12%
YCM
121
Yousif Capital Management
Michigan
$353K +$31.3K +890 +9%
HSA
122
HBK Sorce Advisory
Pennsylvania
$338K +$126K +3,593 +52%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$335K +$27.2K +775 +8%
GD
124
Grandfield & Dodd
New York
$330K +$359K +10,210 New
YMRC
125
Yorktown Management & Research Company
Virginia
$325K