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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$608K -$843 -14 -0.1%
LG
652
Leuthold Group
Minnesota
$607K -$5.12M -84,980 -90%
ADL
653
Asset Dedication LLC
California
$606K -$30.3K -503 -5%
OTPPB
654
Ontario Teachers' Pension Plan Board
Ontario, Canada
$604K +$4.51K +75 +0.8%
KA
655
Kintegral Advisory
New York
$599K – – –
DLHL
656
Donald L. Hagan LLC
Florida
$599K +$24.3K +404 +4%
CL
657
CSS LLC
Illinois
$598K +$584K +9,695 New
FPWM
658
FSB Premier Wealth Management
Iowa
$589K -$57.7K -959 -9%
SWM
659
SeaCrest Wealth Management
New York
$589K -$16.8K -279 -3%
PFGIA
660
Patriot Financial Group Insurance Agency
Massachusetts
$589K -$241 -4 -0%
JCM
661
Jacobi Capital Management
Pennsylvania
$586K +$26.5K +441 +5%
HH
662
Hilltop Holdings
Texas
$585K -$23.5K -390 -4%
CG
663
Cutler Group
California
$585K +$254K +4,212 +80%
OIA
664
OneDigital Investment Advisors
Kansas
$581K +$18.4K +305 +3%
WANY
665
Wealthspire Advisors (New York)
New York
$580K +$566K +9,398 New
PIA
666
Pinion Investment Advisors
Kansas
$579K +$2.41K +40 +0.4%
BPM
667
Bowling Portfolio Management
Ohio
$575K -$6.92K -115 -1%
GC
668
Gilbert & Cook
Iowa
$571K +$26.7K +443 +5%
SFI
669
Siemens Fonds Invest
Germany
$571K +$557K +9,250 New
CAGAS
670
Capital Advisory Group Advisory Services
Minnesota
$570K -$33K -548 -6%
CS
671
Comerica Securities
Michigan
$569K +$2.11K +35 +0.4%
SS
672
Simplicity Solutions
Minnesota
$567K +$193K +3,213 +54%
SAM
673
Sompo Asset Management
Japan
$566K – – –
CGL
674
Clarius Group LLC
Washington
$564K +$18.8K +312 +4%
9WM
675
9258 Wealth Management
Ohio
$560K +$7.65K +127 +1%