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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
351
First Trust Direct Indexing
Massachusetts
$390K -$560 -2 -0.2%
IA
352
IndexIQ Advisors
New York
$390K +$352K +1,259 New
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$382K +$4.48K +16 +1%
FC
354
FORA Capital
Florida
$382K +$345K +1,234 New
BRWA
355
B. Riley Wealth Advisors
Florida
$378K +$49.8K +178 +17%
RWM
356
RBA Wealth Management
California
$378K +$341K +1,220 New
SBF
357
Sara-Bay Financial
Florida
$376K +$22.1K +79 +7%
Asset Management One
358
Asset Management One
Japan
$371K
TRCT
359
Tower Research Capital (TRC)
New York
$370K +$301K +1,077 +921%
HW
360
Hancock Whitney
Mississippi
$367K +$7.28K +26 +2%
PIM
361
Penobscot Investment Management
Massachusetts
$356K
SIA
362
Schechter Investment Advisors
Michigan
$353K +$319K +1,139 New
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$352K +$5.32K +19 +2%
WKSWA
364
White Knight Strategic Wealth Advisors
New Jersey
$350K +$316K +1,130 New
Treasurer of the State of North Carolina
365
Treasurer of the State of North Carolina
North Carolina
$345K -$14K -50 -4%
WJWM
366
Williams Jones Wealth Management
New York
$345K
RCA
367
Resonant Capital Advisors
Wisconsin
$344K
PA
368
Pinnacle Associates
New York
$342K -$5.6K -20 -2%
NC
369
Nicholas Company
Wisconsin
$341K -$2.06M -7,360 -87%
MCA
370
Millennium Capital Advisors
Arkansas
$341K +$308K +1,100 New
PNC
371
Park National Corp
Ohio
$338K -$1.68K -6 -0.5%
LC
372
Loews Corp
New York
$334K -$15.7K -56 -5%
Vanguard Personalized Indexing Management
373
Vanguard Personalized Indexing Management
California
$334K +$11.8K +42 +4%
JCM
374
J2 Capital Management
Michigan
$334K +$302K +1,080 New
LSPW
375
Lake Street Private Wealth
Illinois
$329K +$297K +1,061 New