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Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
601
Linden Thomas Advisory Services
North Carolina
$823K +$126K +398 +20%
DEA
602
DoubleLine ETF Adviser
Florida
$806K +$77K +243 +12%
BPA
603
Beacon Pointe Advisors
California
$795K -$307K -967 -30%
CIBC World Market
604
CIBC World Market
Ontario, Canada
$788K +$951 +3 +0.1%
DT
605
Diversified Trust
Tennessee
$783K +$714K +2,253 New
EWA
606
Encompass Wealth Advisors
Oregon
$782K
VCA
607
Verdence Capital Advisors
Maryland
$778K -$109K -344 -13%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$771K -$125K -395 -15%
BC
609
Bartlett & Co
Ohio
$765K
CAM
610
Cozad Asset Management
Illinois
$765K -$38K -120 -5%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$765K
AAM
612
Azzad Asset Management
Virginia
$764K +$7.92K +25 +1%
DIM
613
Delta Investment Management
California
$758K -$42.2K -133 -6%
PCS
614
Personal CFO Solutions
New Jersey
$757K +$6.66K +21 +1%
FTDI
615
First Trust Direct Indexing
Massachusetts
$738K +$33.3K +105 +5%
SFI
616
Siemens Fonds Invest
Germany
$738K
ETC
617
Exchange Traded Concepts
Oklahoma
$738K -$240K -758 -26%
JIC
618
Johnson Investment Counsel
Ohio
$733K -$9.83K -31 -1%
SW
619
SVB Wealth
Massachusetts
$731K -$133K -418 -17%
PA
620
PFG Advisors
Arizona
$731K
SFA
621
Seneca Financial Advisors
New York
$730K
GLR
622
Great Lakes Retirement
Ohio
$730K +$9.19K +29 +1%
MWM
623
Mission Wealth Management
California
$728K -$98K -309 -13%
LKIM
624
Lawson Kroeker Investment Management
Nebraska
$720K
FMAEN1
625
Fund Management at Engine No 1
California
$714K +$45.3K +143 +7%