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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
601
First Trust Direct Indexing
Massachusetts
$2.75M -$42K -134 -2%
BFS
602
Bradley Foster & Sargent
Connecticut
$2.69M -$73.7K -235 -3%
BG
603
Bahl & Gaynor
Ohio
$2.68M +$21.6K +69 +0.8%
CTC
604
Central Trust Company
Missouri
$2.67M -$124K -397 -5%
BFM
605
Boston Financial Management
Massachusetts
$2.66M +$296K +944 +13%
SSW
606
Stone Summit Wealth
Florida
$2.64M +$89.3K +285 +4%
NG
607
NatWest Group
United Kingdom
$2.62M +$8.78K +28 +0.3%
AL
608
Arnhold LLC
New York
$2.61M – – –
PCIA
609
Prime Capital Investment Advisors
Kansas
$2.61M +$837K +2,670 +50%
CFB
610
Cullen/Frost Bankers
Texas
$2.6M +$462K +1,475 +23%
RA
611
Rockingstone Advisors
Massachusetts
$2.55M +$2.45M +7,821 New
MAS
612
Meeder Advisory Services
Ohio
$2.52M +$2.42M +7,713 New
BWAM
613
Boyd Watterson Asset Management
Ohio
$2.52M +$1.57K +5 +0.1%
NA
614
NewEdge Advisors
Louisiana
$2.51M +$432K +1,377 +6%
MPPW
615
Mitchell & Pahl Private Wealth
Oklahoma
$2.51M -$12.2K -39 -0.5%
SNBOSD
616
Security National Bank of So Dak
Iowa
$2.5M +$11.6K +37 +0.5%
COI
617
Connable Office Inc
Michigan
$2.47M -$10.3K -33 -0.4%
CANY
618
Caxton Associates (New York)
New York
$2.45M +$784K +2,500 +50%
MOS
619
MGO One Seven
Ohio
$2.45M -$504K -1,608 -18%
CIAS
620
CFS Investment Advisory Services
New Jersey
$2.44M +$2.35M +7,488 New
CC
621
Centiva Capital
New York
$2.44M +$2.34M +7,479 New
EF
622
Exeter Financial
Arizona
$2.41M -$32.9K -105 -1%
JWM
623
Jackson Wealth Management
Florida
$2.34M -$666K -2,124 -23%
BRWA
624
B. Riley Wealth Advisors
Florida
$2.34M -$137K -437 -6%
S
625
SignatureFD
Georgia
$2.32M +$381K +1,217 +21%
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