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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$664K +$11.4K +22 +2%
ECA
502
Elevated Capital Advisors
Utah
$663K +$683K +1,318 New
VI
503
Vestcor Inc
New Brunswick, Canada
$656K +$69.5K +134 +11%
MGP
504
Metis Global Partners
California
$656K +$303K +585 +81%
CAAS
505
Capital Asset Advisory Services
Michigan
$649K -$449K -865 -40%
IRF
506
IBM Retirement Fund
New York
$643K -$29.6K -57 -4%
RCM
507
RB Capital Management
Nevada
$642K +$93.9K +181 +17%
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$636K +$78.3K +151 +14%
CAM
509
Cresset Asset Management
Illinois
$631K +$105K +202 +19%
ORI
510
Oak Ridge Investments
Illinois
$630K -$1.56K -3 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
511
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$622K +$190K +367 +42%
LA
512
LVW Advisors
New York
$619K -$553K -1,066 -46%
SEC
513
Seven Eight Capital
New York
$618K +$637K +1,229 New
SCA
514
Snowden Capital Advisors
New York
$613K +$390K +753 +161%
TW
515
Transform Wealth
Colorado
$612K -$49.3K -95 -7%
MFG
516
Menard Financial Group
Texas
$605K +$1.56K +3 +0.3%
IFWM
517
Institute for Wealth Management
Colorado
$603K +$15.6K +30 +3%
FRA
518
Frank Rimerman Advisors
California
$599K
Holocene Advisors
519
Holocene Advisors
New York
$595K +$613K +1,183 New
IEFM
520
IQ EQ Fund Management
Ireland
$593K -$36.3K -70 -6%
YWP
521
YorkBridge Wealth Partners
New York
$592K -$1.39M -2,678 -69%
CF
522
Copperwynd Financial
Arizona
$591K -$108K -208 -15%
O
523
Ossiam
France
$586K -$8.57M -16,530 -93%
PA
524
Profund Advisors
Maryland
$585K -$108K -208 -15%
FC
525
Forte Capital
New York
$585K