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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
576
First Trust Direct Indexing
Massachusetts
$251K +$6.33K +69 +2%
CAN
577
Claraphi Advisory Network
United States
$249K +$271K +2,953 New
AIS
578
AM Investment Strategies
Tennessee
$245K -$11.7K -128 -4%
ACH
579
ArrowMark Colorado Holdings
Colorado
$245K – – –
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$245K – – –
IFG
581
Independent Financial Group
California
$245K -$68K -742 -20%
HH
582
Hilltop Holdings
Texas
$242K +$264K +2,875 New
CB
583
Commerce Bank
Missouri
$238K +$23.4K +255 +10%
SW
584
SkyOak Wealth
Michigan
$237K – – –
ISWM
585
Independent Solutions Wealth Management
New York
$236K +$18.6K +203 +8%
AWS
586
AJ Wealth Strategies
New York
$236K – – –
OWM
587
OneAscent Wealth Management
Alabama
$235K +$7.88K +86 +3%
Cerity Partners
588
Cerity Partners
New York
$235K +$31.6K +345 +14%
QCG
589
Quadrant Capital Group
Ohio
$234K +$27.3K +298 +12%
KWM
590
Kingsview Wealth Management
Oregon
$232K -$321K -3,505 -56%
LSPW
591
Lake Street Private Wealth
Illinois
$230K +$7.15K +78 +3%
ABA
592
American Beacon Advisors
Texas
$226K +$15.7K +171 +7%
ACM
593
AlphaStar Capital Management
North Carolina
$224K +$244K +2,660 New
SG
594
StoneX Group
New York
$219K -$122K -1,329 -34%
IIA
595
IPG Investment Advisors
California
$216K -$113K -1,230 -32%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$213K +$232K +2,530 New
SCS
597
Syquant Capital SAS
France
$211K +$229K +2,500 New
GAM
598
Guinness Asset Management
United Kingdom
$210K +$6.42K +70 +3%
TSS
599
Two Sigma Securities
New York
$209K -$367 -4 -0.2%
HL
600
Harding Loevner
New Jersey
$206K – – –