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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
776
Koshinski Asset Management
Illinois
$256K -$987 -3 -0.4%
RWP
777
Revolve Wealth Partners
New Jersey
$255K -$41.8K -127 -14%
FTDI
778
First Trust Direct Indexing
Massachusetts
$254K +$261K +793 New
ONST
779
Old North State Trust
North Carolina
$251K +$22K +67 +9%
DAS
780
Dynamic Advisor Solutions
Arizona
$250K -$125K -381 -33%
AT
781
American Trust
Kentucky
$249K -$164K -500 -39%
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$247K +$254K +772 New
V
783
Veritable
Delaware
$247K -$2.3K -7 -0.9%
GKWIM
784
Gerber Kawasaki Wealth & Investment Management
California
$246K +$252K +767 New
CWM
785
Compass Wealth Management
Connecticut
$245K +$252K +766 New
VCM
786
Virtue Capital Management
Tennessee
$245K +$252K +766 New
MMA
787
Miracle Mile Advisors
California
$243K +$9.21K +28 +4%
OQS
788
Occudo Quantitative Strategies
Florida
$243K +$249K +758 New
FNBOH
789
First National Bank of Hutchinson
Kansas
$241K
PMEF
790
Point72 Middle East FZE
United Arab Emirates
$241K +$247K +752 New
GDP
791
Great Diamond Partners
Maine
$241K -$2.3K -7 -0.9%
JFL
792
Jarislowsky, Fraser Ltd
Quebec, Canada
$237K
DT
793
Diversified Trust
Tennessee
$237K -$21.7K -66 -8%
PWA
794
Physician Wealth Advisors
Utah
$237K -$3.29K -10 -1%
PNC
795
Park National Corp
Ohio
$236K -$173K -527 -42%
AA
796
Ancora Advisors
Ohio
$236K
CGH
797
Crossmark Global Holdings
Texas
$236K +$242K +736 New
GA
798
Greytown Advisors
Florida
$235K
CM
799
Capula Management
Cayman Islands
$235K +$241K +734 New
BOPW
800
Brandywine Oak Private Wealth
Pennsylvania
$235K +$329 +1 +0.1%