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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
351
First Trust Direct Indexing
Massachusetts
$305K -$1K -4 -0.3%
BRWA
352
B. Riley Wealth Advisors
Florida
$304K +$5.51K +22 +2%
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$300K +$752 +3 +0.2%
Asset Management One
354
Asset Management One
Japan
$294K – – –
1WM
355
1900 Wealth Management
Texas
$291K +$300K +1,198 New
AP
356
Advisor Partners
California
$286K -$122K -485 -29%
PIM
357
Penobscot Investment Management
Massachusetts
$280K – – –
PIM
358
Perpetual Investment Management
Australia
$279K -$14.5M -57,936 -98%
TAM
359
Trillium Asset Management
Massachusetts
$279K -$90K -359 -24%
V
360
Veritable
Delaware
$279K +$81.2K +324 +39%
WKSWA
361
White Knight Strategic Wealth Advisors
New Jersey
$275K – – –
WJWM
362
Williams Jones Wealth Management
New York
$271K – – –
PA
363
Pinnacle Associates
New York
$269K – – –
JCM
364
J2 Capital Management
Michigan
$269K +$6.52K +26 +2%
MCA
365
Millennium Capital Advisors
Arkansas
$268K – – –
PNC
366
Park National Corp
Ohio
$262K -$3.76K -15 -1%
LC
367
Loews Corp
New York
$262K – – –
SPIA
368
Steward Partners Investment Advisory
New York
$257K -$91.2K -364 -26%
VI
369
Vestcor Inc
New Brunswick, Canada
$253K +$256K +1,022 +6,012%
BBW
370
Blue Barn Wealth
Utah
$252K +$21.6K +86 +9%
JE
371
JMAC Enterprises
Pennsylvania
$248K – – –
HW
372
Hancock Whitney
Mississippi
$247K -$41.9K -167 -14%
KWM
373
Kolinsky Wealth Management
New Jersey
$246K +$12.3K +49 +5%
GGS
374
Galvin Gaustad & Stein
Arizona
$245K -$12.5K -50 -5%
BBNA
375
Bremer Bank National Association
Minnesota
$243K – – –