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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
801
First Trust Direct Indexing
Massachusetts
$3.99M +$244K +981 +6%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$3.99M +$261K +1,046 +7%
TPA
803
Trivium Point Advisory
Connecticut
$3.94M +$227K +911 +6%
TI
804
Tidal Investments
Wisconsin
$3.93M -$115K -463 -3%
LOAME
805
Lombard Odier Asset Management (Europe)
United Kingdom
$3.91M +$525K +2,109 +15%
FAP
806
Financial Advisory Partners
Florida
$3.87M +$188K +756 +5%
American Century Companies
807
American Century Companies
Missouri
$3.87M +$241K +967 +7%
CIA
808
Choate Investment Advisors
Massachusetts
$3.87M -$104K -418 -3%
GIA
809
Gladstone Institutional Advisory
Florida
$3.87M -$25.4K -102 -0.6%
VLKIM
810
Van Lanschot Kempen Investment Management
Netherlands
$3.83M -$511K -2,053 -12%
TTWM
811
TCV Trust & Wealth Management
Virginia
$3.82M -$46.1K -185 -1%
Twin Tree Management
812
Twin Tree Management
Texas
$3.8M -$152K -612 -4%
WPP
813
Whalerock Point Partners
Rhode Island
$3.8M +$122K +490 +3%
AAM
814
Arabesque Asset Management
United Kingdom
$3.8M +$3.82M +15,352 New
BWL
815
Bogart Wealth LLC
Virginia
$3.79M +$543K +2,178 +17%
AMI
816
Amica Mutual Insurance
Rhode Island
$3.78M -$200K -804 -5%
MC
817
Moors & Cabot
Massachusetts
$3.78M +$400K +1,607 +12%
GWM
818
GSB Wealth Management
Connecticut
$3.77M +$80.7K +324 +2%
S
819
Surevest
California
$3.77M -$1.09M -4,362 -22%
SL
820
Summitry LLC
California
$3.76M -$133K -532 -3%
NIC
821
Northwest Investment Counselors
Oregon
$3.74M -$38.1K -153 -1%
BAM
822
Belpointe Asset Management
Nevada
$3.73M +$457K +1,836 +14%
MAM
823
Meeder Asset Management
Ohio
$3.73M +$3.76M +15,086 New
GP
824
Girard Partners
Pennsylvania
$3.72M -$59.8K -240 -2%
OCM
825
Olstein Capital Management
New York
$3.71M -$498K -2,000 -12%