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Name Holding Trade Value Shares
Change
Change in
Stake
CS
501
Comerica Securities
Michigan
$232K +$15.4K +910 +5%
FTDI
502
First Trust Direct Indexing
Massachusetts
$230K +$310K +18,341 New
IFG
503
Independent Financial Group
California
$228K +$134K +7,962 +78%
RI
504
Ridgewood Investments
New Jersey
$226K – – –
LWMM
505
Legacy Wealth Management (Mississippi)
Mississippi
$225K – – –
CWA
506
Centennial Wealth Advisory
Michigan
$224K +$25.3K +1,500 +9%
IWC
507
Integrated Wealth Concepts
Massachusetts
$222K +$299K +17,707 New
IAA
508
Independent Advisor Alliance
North Carolina
$220K +$8.92K +528 +3%
CG
509
Colony Group
Massachusetts
$216K +$291K +17,213 New
WE
510
Wealth Effects
Massachusetts
$216K +$291K +17,214 New
Lazard Asset Management
511
Lazard Asset Management
New York
$214K – – –
LA
512
LBP AM
France
$213K -$1.39M -82,099 -83%
TCMP
513
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K +$4.04K +239 +1%
AA
514
AlphaMark Advisors
Kentucky
$212K +$270K +16,000 +1,684%
FCMC
515
Founders Capital Management (Connecticut)
Connecticut
$210K – – –
S
516
SignatureFD
Georgia
$208K -$18.9K -1,117 -6%
MFA
517
Mayflower Financial Advisors
Massachusetts
$208K -$1.32K -78 -0.5%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$204K – – –
FIM
519
Fruth Investment Management
Texas
$203K -$1.69K -100 -0.6%
SWM
520
Silverlake Wealth Management
Vermont
$203K +$17.1K +1,012 +7%
KMWM
521
Keudell/Morrison Wealth Management
Oregon
$201K +$27.5K +1,630 +11%
EH
522
Equitable Holdings
New York
$200K +$270K +16,008 New
SWM
523
Spire Wealth Management
Virginia
$200K +$205K +12,147 +321%
TRCT
524
Tower Research Capital (TRC)
New York
$197K -$406K -24,062 -60%
SIC
525
Sterling Investment Counsel
New York
$192K +$8.53K +505 +3%