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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
476
First Trust Direct Indexing
Massachusetts
$609K +$10.9K +33 +2%
AssetMark Inc
477
AssetMark Inc
California
$592K +$203K +613 +51%
CAAS
478
Capital Asset Advisory Services
Michigan
$579K -$36K -109 -6%
FPW
479
Flagship Private Wealth
Massachusetts
$571K – – –
AI
480
AXS Investments
New York
$565K -$60.2K -182 -9%
DWM
481
Dakota Wealth Management
Florida
$564K +$572K +1,730 New
CCM
482
Coldstream Capital Management
Washington
$563K +$10.9K +33 +2%
GT
483
Greenleaf Trust
Michigan
$551K -$11.9K -36 -2%
AMR
484
Asset Management Resources
Massachusetts
$547K – – –
CF
485
Copperwynd Financial
Arizona
$544K -$13.2K -40 -2%
BCM
486
Bayesian Capital Management
New York
$542K +$550K +1,665 New
DCM
487
Dupont Capital Management
Delaware
$538K +$53.2K +161 +11%
GA
488
Gateway Advisory
New Jersey
$535K +$543K +1,642 New
GC
489
Globeflex Capital
California
$530K – – –
TMAM
490
Tokio Marine Asset Management
Japan
$527K +$30.7K +93 +6%
LCM
491
Liberty Capital Management
Michigan
$526K – – –
SC
492
Sepio Capital
Utah
$523K -$22.5K -68 -4%
OAM
493
Ostrum Asset Management
France
$514K +$521K +1,577 New
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
$512K -$422K -1,276 -45%
HI
495
Human Investing
Oregon
$504K -$156K -471 -23%
SWA
496
Stratos Wealth Advisors
Ohio
$503K -$10.9K -33 -2%
ETC
497
Exchange Traded Concepts
Oklahoma
$502K -$23.8K -72 -4%
UH
498
Unigestion Holding
Switzerland
$498K -$178K -537 -26%
MAS
499
Meeder Advisory Services
Ohio
$494K -$17.2K -52 -3%
SCM
500
Spreng Capital Management
Ohio
$494K – – –