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Name Holding Trade Value Shares
Change
Change in
Stake
MP
751
McDonald Partners
Ohio
$2.56M +$44K +341 +2%
FTDI
752
First Trust Direct Indexing
Massachusetts
$2.54M +$277K +2,144 +13%
NAM
753
NTV Asset Management
West Virginia
$2.52M -$16.1K -125 -0.7%
NRS
754
Neville Rodie & Shaw
New York
$2.5M -$19.2K -149 -0.8%
SCA
755
STALEY CAPITAL ADVISERS
Pennsylvania
$2.5M +$258K +2,000 +12%
CA
756
CoreCap Advisors
Michigan
$2.46M +$2.37M +18,394 New
NEWAS
757
N.E.W. Advisory Services
Wisconsin
$2.46M -$90.1K -698 -4%
SFWA
758
Summit Financial Wealth Advisors
Louisiana
$2.46M +$672K +5,205 +40%
MNBTD
759
Moody National Bank Trust Division
Texas
$2.46M +$46.1K +357 +2%
SIA
760
SeaBridge Investment Advisors
New Jersey
$2.45M -$43.4K -336 -2%
NERM
761
New England Research & Management
Illinois
$2.43M +$587K +4,550 +33%
GT
762
Greenleaf Trust
Michigan
$2.43M -$187K -1,448 -7%
CAM
763
Cacti Asset Management
Georgia
$2.43M +$200K +1,550 +9%
DI
764
DFPG Investments
Utah
$2.42M +$854K +6,620 +59%
AG
765
Ascent Group
Virginia
$2.42M -$313K -2,429 -13%
AIA
766
Affinity Investment Advisors
California
$2.42M -$229K -1,778 -9%
SCM
767
Sterneck Capital Management
Missouri
$2.41M +$9.81K +76 +0.4%
JWCA
768
J.W. Cole Advisors
Florida
$2.4M -$47.9K -371 -2%
ECM
769
EagleClaw Capital Management
Massachusetts
$2.4M +$51.6K +400 +2%
CIA
770
Citadel Investment Advisory
Ohio
$2.4M -$36.8K -285 -2%
PWM
771
Perigon Wealth Management
California
$2.39M +$142K +1,099 +7%
CAL
772
Capital Analysts LLC
Pennsylvania
$2.38M +$105K +816 +5%
Bank Julius Baer & Co
773
Bank Julius Baer & Co
Switzerland
$2.38M +$644K +4,989 +39%
GAA
774
Green Alpha Advisors
Colorado
$2.38M +$75K +581 +3%
1WA
775
180 Wealth Advisors
Washington
$2.38M -$72.4K -561 -3%