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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$1.17M +$13K +310 +1%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$1.17M -$62.3K -1,490 -6%
CIM
653
Chapman Investment Management
California
$1.16M – – –
CCIA
654
Campbell & Co Investment Adviser
Maryland
$1.16M +$257K +6,150 +35%
JCM
655
Jacobi Capital Management
Pennsylvania
$1.15M -$580K -13,890 -37%
TA
656
Tectonic Advisors
Texas
$1.14M -$72.7K -1,740 -7%
DAS
657
Dynamic Advisor Solutions
Arizona
$1.14M +$88.6K +2,120 +10%
LNC
658
Lincoln National Corp
Pennsylvania
$1.14M -$53.1K -1,270 -5%
YDMI
659
Y.D. More Investments
Israel
$1.14M +$417K +9,990 +74%
GL
660
Graypoint LLC
New York
$1.14M +$23K +550 +2%
1WA
661
180 Wealth Advisors
Washington
$1.13M -$147K -3,520 -13%
MIH
662
Meitav Investment House
Israel
$1.13M – – –
BCV
663
Banque Cantonale Vaudoise
Switzerland
$1.12M -$500K -11,960 -34%
PWP
664
Private Wealth Partners
California
$1.12M – – –
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$1.11M -$278K -6,660 -22%
MYIA
666
Mount Yale Investment Advisors
Colorado
$1.11M +$484K +11,590 +102%
HWM
667
HB Wealth Management
Georgia
$1.1M +$31.3K +750 +3%
MMPW
668
Mitchell McLeod Pugh & Williams
Alabama
$1.09M -$67.3K -1,610 -7%
LC
669
Lindbrook Capital
California
$1.09M +$7.52K +180 +0.8%
CCM
670
Coldstream Capital Management
Washington
$1.08M -$7.94K -190 -0.8%
CA
671
Cornerstone Advisors
North Carolina
$1.07M +$919K +22,000 New
RJT
672
Raymond James Trust
Florida
$1.06M -$8.78K -210 -0.9%
PI
673
PEAK6 Investments
Illinois
$1.06M +$916K +21,920 +109,600%
LTAS
674
Linden Thomas Advisory Services
North Carolina
$1.06M +$154K +3,680 +20%
IAN
675
Integrated Advisors Network
Texas
$1.06M -$68.9K -1,650 -7%