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Name Holding Trade Value Shares
Change
Change in
Stake
WW
851
Waterfront Wealth
Kansas
$1.75M +$54.7K +409 +3%
FTDI
852
First Trust Direct Indexing
Massachusetts
$1.75M +$228K +1,709 +15%
SGCA
853
Steel Grove Capital Advisors
Tennessee
$1.75M +$33.6K +251 +2%
DBT
854
Dubuque Bank & Trust
Iowa
$1.75M +$45.7K +342 +3%
IEFM
855
IQ EQ Fund Management
Ireland
$1.75M +$114K +851 +7%
GT
856
Greenleaf Trust
Michigan
$1.75M +$533K +3,985 +44%
LIM
857
Leavell Investment Management
Alabama
$1.74M -$857K -6,410 -33%
SRC
858
Shufro Rose & Co
New York
$1.74M -$100K -749 -5%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$1.74M -$102K -764 -6%
JIP
860
Jaffetilchin Investment Partners
Florida
$1.74M +$100K +750 +6%
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.73M +$185K +1,381 +12%
GAA
862
Green Alpha Advisors
Colorado
$1.72M +$121K +905 +7%
MIAN
863
Mariner Independent Advisor Network
Kansas
$1.72M +$1.6K +12 +0.1%
UCMOK
864
United Capital Management of KS
Kansas
$1.71M +$15.4K +115 +0.9%
PH
865
Pinnacle Holdings
Oklahoma
$1.71M -$48.8K -365 -3%
SVWAG
866
Sound View Wealth Advisors Group
Georgia
$1.71M -$664K -4,964 -28%
ESB
867
Essex Savings Bank
Connecticut
$1.69M -$10.7K -80 -0.6%
BCM
868
Breiter Capital Management
Florida
$1.69M +$34.6K +259 +2%
SC
869
SRB Corp
Massachusetts
$1.68M – – –
KA
870
Kovack Advisors
Florida
$1.68M +$121K +907 +8%
JWBC
871
John W. Bristol & Co
New York
$1.66M – – –
EC
872
Estate Counselors
Wisconsin
$1.66M +$598K +4,477 +56%
Loomis, Sayles & Company
873
Loomis, Sayles & Company
Massachusetts
$1.66M +$11.9K +89 +0.7%
GFA
874
Gifford Fong Associates
California
$1.65M – – –
CICI
875
Capital Investment Counsel Inc
North Carolina
$1.65M +$155K +1,156 +10%