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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
351
Vanguard Personalized Indexing Management
California
$547K +$118K +2,043 +32%
SS
352
Sunbelt Securities
Texas
$547K +$132K +2,286 +37%
Cerity Partners
353
Cerity Partners
New York
$542K +$260K +4,504 +114%
KA
354
Kovack Advisors
Florida
$537K +$483K +8,365 New
JWCA
355
J.W. Cole Advisors
Florida
$536K +$1.56K +27 +0.3%
WS
356
Wedbush Securities
California
$535K -$17.3K -300 -3%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$534K -$103K -1,787 -18%
EGM
358
Engineers Gate Manager
New York
$528K +$474K +8,222 New
PA
359
Pinnacle Associates
New York
$508K -$7.21K -125 -2%
FTDI
360
First Trust Direct Indexing
Massachusetts
$508K +$11.4K +197 +3%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$507K +$7.15K +124 +2%
BBHC
362
Brown Brothers Harriman & Co
New York
$504K -$2.33M -40,390 -84%
SIA
363
Sit Investment Associates
Minnesota
$501K
CA
364
Cetera Advisors
Colorado
$498K -$17.8K -308 -4%
SC
365
Scotia Capital
Ontario, Canada
$495K +$445K +7,713 New
CW
366
Connectus Wealth
Ohio
$495K +$445K +7,715 New
1WA
367
180 Wealth Advisors
Washington
$494K +$24.5K +425 +6%
IWM
368
IHT Wealth Management
Illinois
$492K -$17.9K -310 -4%
CBN
369
Cadence Bank NA
Texas
$488K
VI
370
Vestcor Inc
New Brunswick, Canada
$485K -$390K -6,754 -47%
WANY
371
Wealthspire Advisors (New York)
New York
$481K +$432K +7,487 New
KFA
372
Kelleher Financial Advisors
New York
$477K -$404 -7 -0.1%
LNC
373
Lincoln National Corp
Pennsylvania
$472K -$23.3K -403 -5%
MIFH
374
Migdal Insurance & Financial Holdings
Israel
$466K -$1.61M -27,968 -80%
BPA
375
Beacon Pointe Advisors
California
$462K +$5.13K +89 +1%