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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$613K +$11.8K +410 +2%
HPCM
502
High Pointe Capital Management
Illinois
$612K – – –
CF
503
Copperwynd Financial
Arizona
$612K +$2.56K +89 +0.4%
CA
504
Clearstead Advisors
Ohio
$611K +$4.94K +172 +0.8%
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$605K -$144K -5,014 -18%
QCM
506
Quantinno Capital Management
New York
$598K +$1.81K +63 +0.3%
BS
507
Boenning & Scattergood
Pennsylvania
$596K – – –
AG
508
AIA Group
Hong Kong
$596K +$295K +10,274 +89%
Brown Advisory
509
Brown Advisory
Maryland
$592K -$131K -4,544 -17%
SAM
510
Silvercrest Asset Management
New York
$591K -$361K -12,550 -37%
LOAMS
511
Lombard Odier Asset Management (Switzerland)
Switzerland
$583K -$144K -5,016 -18%
HIM
512
Hillsdale Investment Management
Ontario, Canada
$581K -$9.77K -340 -2%
OWA
513
One Wealth Advisors
California
$579K +$346K +12,060 +133%
HI
514
Humankind Investments
New York
$577K -$807K -28,075 -57%
SWP
515
Stratos Wealth Partners
Ohio
$574K -$75.8K -2,638 -11%
CAN
516
Cetera Advisor Networks
California
$571K -$75.5K -2,627 -11%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$566K -$16.5K -575 -3%
MWM
518
Mission Wealth Management
California
$562K +$5.4K +188 +0.9%
GC
519
Gilbert & Cook
Iowa
$562K +$25.3K +882 +4%
CGA
520
Crescent Grove Advisors
Illinois
$555K +$28.7K +1,000 +5%
DWT
521
Dorsey & Whitney Trust
South Dakota
$537K – – –
PA
522
Profund Advisors
Maryland
$533K +$54.7K +1,903 +11%
ANRIA
523
American National Registered Investment Advisor
Texas
$529K – – –
GIA
524
Gateway Investment Advisers
Ohio
$523K +$16.9K +587 +3%
FNT
525
First National Trust
Pennsylvania
$514K – – –