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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
351
Beacon Investment Advisory Services
New Jersey
$418K – – –
SWM
352
Spire Wealth Management
Virginia
$415K -$29.4K -388 -7%
AL
353
Aspiriant LLC
California
$412K -$15.9K -210 -4%
BCWM
354
Bartlett & Co Wealth Management
Ohio
$411K – – –
SMH
355
Sanders Morris Harris
Texas
$411K – – –
ECM
356
Everence Capital Management
Indiana
$409K – – –
FTDI
357
First Trust Direct Indexing
Massachusetts
$401K +$72.9K +962 +22%
WSC
358
Wellington Shields & Co
New York
$395K – – –
OC
359
Oppenheimer & Co
New York
$394K +$2.12K +28 +0.5%
AA
360
AlphaCentric Advisors
Puerto Rico
$391K +$91.9K +1,213 +30%
PAS
361
Park Avenue Securities
New York
$390K +$33.6K +443 +9%
PAG
362
Private Advisor Group
New Jersey
$390K -$7.12K -94 -2%
CIBC World Market
363
CIBC World Market
Ontario, Canada
$388K -$22.1K -291 -5%
AFCM
364
Applied Finance Capital Management
Puerto Rico
$386K +$392K +5,167 New
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$377K +$10.4K +137 +3%
UCFA
366
United Capital Financial Advisors
Texas
$371K -$4.85K -64 -1%
Squarepoint
367
Squarepoint
New York
$368K -$1.59K -21 -0.4%
AGP
368
Autumn Glory Partners
Texas
$367K – – –
AIM
369
Achmea Investment Management
Netherlands
$363K +$368K +4,856 New
WJWM
370
Williams Jones Wealth Management
New York
$357K – – –
FFA
371
Florida Financial Advisors
Florida
$353K -$36.1K -476 -9%
GT
372
Glenmede Trust
Pennsylvania
$348K +$23.5K +310 +7%
GI
373
GAMMA Investing
California
$344K +$98.4K +1,299 +39%
TPI
374
Trust Point Inc
Wisconsin
$340K -$39.8K -525 -10%
AA
375
ALPS Advisors
Colorado
$340K -$1.82K -24 -0.5%