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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
BTC Capital Management
Iowa
$1.11M +$142K +6,114 +14%
BIP
77
Brandes Investment Partners
California
$1.07M -$14.1M -609,379 -93%
FM
78
Foster & Motley
Ohio
$1.05M +$1.06M +45,904 New
Osaic Holdings
79
Osaic Holdings
Arizona
$1.02M -$24.3K -1,050 -2%
SAM
80
Silvercrest Asset Management
New York
$1.01M
FTDI
81
First Trust Direct Indexing
Massachusetts
$994K -$37.2K -1,605 -4%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$968K -$201K -8,662 -17%
FFM
83
Forum Financial Management
Illinois
$948K +$11.6K +500 +1%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$937K +$116K +5,025 +14%
Mariner
85
Mariner
Kansas
$932K -$468K -20,199 -33%
HFS
86
Hantz Financial Services
Michigan
$925K +$7.32K +316 +0.8%
LWAM
87
Legacy Wealth Asset Management
Minnesota
$919K -$291K -12,574 -24%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$911K -$45.7K -1,971 -5%
Federated Hermes
89
Federated Hermes
Pennsylvania
$910K
DCM
90
DGS Capital Management
New Jersey
$909K -$71K -3,064 -7%
AAM
91
Advisors Asset Management
Colorado
$864K +$6.23K +269 +0.7%
LPL Financial
92
LPL Financial
California
$861K +$168K +7,253 +24%
HI
93
Harrington Investments
California
$795K +$41K +1,770 +5%
Comerica Bank
94
Comerica Bank
Texas
$788K -$11.8K -508 -2%
DTL
95
Dynamic Technology Lab
Singapore
$787K -$1.08M -46,665 -58%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$766K +$108K +4,668 +16%
NW
97
NewEdge Wealth
Pennsylvania
$730K -$63.8K -2,756 -8%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$728K +$114K +4,910 +19%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$727K -$66.4K -2,867 -8%
IRC
100
Investors Research Corp
Georgia
$718K -$6.67K -288 -0.9%