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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1176
First Trust Direct Indexing
Massachusetts
$3.71M -$2.15M -11,128 -33%
CFM
1177
Capricorn Fund Managers
United Kingdom
$3.71M +$1.21M +6,262 +37%
SBF
1178
Sara-Bay Financial
Florida
$3.68M +$94.1K +488 +2%
PMG
1179
ProVise Management Group
Florida
$3.66M +$730K +3,783 +20%
WB
1180
Webster Bank
Connecticut
$3.65M -$110K -569 -2%
FM
1181
Foster & Motley
Ohio
$3.65M -$126K -654 -3%
IAN
1182
Integrated Advisors Network
Texas
$3.65M -$1.13M -5,864 -21%
CGA
1183
Channing Global Advisors
Florida
$3.63M +$141K +733 +3%
ECM
1184
ExodusPoint Capital Management
New York
$3.63M -$10.1M -52,447 -70%
DA
1185
Duality Advisers
Florida
$3.63M +$4.34M +22,507 New
XWM
1186
Xcel Wealth Management
Florida
$3.63M +$881K +4,566 +25%
OAM
1187
Occidental Asset Management
California
$3.62M +$28.2K +146 +0.7%
RCG
1188
Regatta Capital Group
California
$3.62M -$1.02M -5,308 -19%
RIG
1189
RiverFront Investment Group
Virginia
$3.62M +$851K +4,412 +24%
BCA
1190
Bray Capital Advisors
Florida
$3.61M +$72.3K +375 +2%
RAM
1191
Roanoke Asset Management
New Jersey
$3.58M – – –
B
1192
Bellecapital
Switzerland
$3.58M -$72.5K -376 -2%
BWL
1193
Bogart Wealth LLC
Virginia
$3.56M +$497K +2,575 +13%
ACM
1194
Alpha Capital Management
Texas
$3.56M +$438K +2,272 +11%
KJHP
1195
K.J. Harrison & Partners
Ontario, Canada
$3.56M -$1.13M -5,875 -21%
UH
1196
Unigestion Holding
Switzerland
$3.56M -$578K -2,995 -12%
CI
1197
Conning Inc
Connecticut
$3.55M -$36.1K -187 -0.8%
MA
1198
Montag & Associates
Georgia
$3.55M -$1.88M -9,735 -31%
PS
1199
Pensionfund Sabic
Netherlands
$3.55M -$386K -2,000 -8%
FIM
1200
Fernwood Investment Management
Massachusetts
$3.54M -$33.6K -174 -0.8%
46 47
48
49 50