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Name Holding Trade Value Shares
Change
Change in
Stake
HH
601
HWG Holdings
Texas
$991K +$486K +2,169 +78%
FTDI
602
First Trust Direct Indexing
Massachusetts
$990K -$209K -934 -16%
CW
603
CreativeOne Wealth
Kansas
$985K +$498K +2,224 +82%
IC
604
IEQ Capital
California
$983K -$288K -1,288 -21%
HA
605
Herold Advisors
New York
$981K +$101K +449 +10%
HCM
606
HMS Capital Management
Tennessee
$980K -$25.5K -114 -2%
TFA
607
Transamerica Financial Advisors
Florida
$979K -$266K -1,189 -20%
FB
608
Fulton Bank
Pennsylvania
$978K +$21.7K +97 +2%
HTC
609
Haverford Trust Company
Pennsylvania
$968K -$165K -735 -13%
MHC
610
Meyer Handelman Company
New York
$960K
VCA
611
Verdence Capital Advisors
Maryland
$960K -$672 -3 -0.1%
TWP
612
Tempus Wealth Planning
California
$959K -$12.5K -56 -1%
GCM
613
Graham Capital Management
Connecticut
$957K +$1.07M +4,783 New
Impax Asset Management Group
614
Impax Asset Management Group
United Kingdom
$950K -$92.2K -412 -8%
NS
615
NBC Securities
Alabama
$948K +$1.06M +4,738 New
BB
616
Busey Bank
Illinois
$947K +$301K +1,345 +40%
NMIMC
617
Northwestern Mutual Investment Management Company
Wisconsin
$947K +$19K +85 +2%
CA
618
Claro Advisors
Massachusetts
$943K +$315K +1,409 +43%
WF
619
Welch & Forbes
Massachusetts
$941K -$35.8K -160 -3%
TYCC
620
Texas Yale Capital Corp
Florida
$940K
BL
621
Balentine LLC
Georgia
$934K -$68.7K -307 -6%
GAM
622
Gotham Asset Management
New York
$933K -$4.79M -21,376 -82%
AFG
623
Allegheny Financial Group
Pennsylvania
$928K +$278K +1,244 +37%
TCA
624
Transcend Capital Advisors
New Jersey
$925K +$127K +567 +14%
VFA
625
Valeo Financial Advisors
Indiana
$914K +$48.4K +216 +5%