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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Trust Asset Management
Texas
$387K +$28.8K +63 +7%
GAM
502
Gotham Asset Management
New York
$385K +$418K +913 New
C
503
Certuity
Florida
$382K +$34.3K +75 +9%
FTDI
504
First Trust Direct Indexing
Massachusetts
$381K -$145K -316 -26%
PI
505
PineBridge Investments
New York
$380K
WWP
506
WR Wealth Planners
Missouri
$379K +$27.9K +61 +7%
BFA
507
BMS Financial Advisors
South Dakota
$374K +$4.12K +9 +1%
CCA
508
Checchi Capital Advisers
California
$373K -$4.12K -9 -1%
RA
509
RFG Advisory
Alabama
$373K -$1.83K -4 -0.5%
LSA
510
Leonteq Securities AG
Switzerland
$372K -$751K -1,640 -65%
MFG
511
Menard Financial Group
Texas
$365K +$5.04K +11 +1%
FC
512
Forte Capital
New York
$362K -$52.6K -115 -12%
SW
513
SVB Wealth
Massachusetts
$360K +$391K +854 New
TCBWMS
514
Texas Capital Bank Wealth Management Services
Texas
$359K
SP
515
Symmetry Partners
Connecticut
$358K +$47.6K +104 +14%
ZB
516
Zions Bancorporation
Utah
$351K -$32.5K -71 -8%
FP
517
Foundry Partners
Minnesota
$345K +$96.6K +211 +35%
Capstone Investment Advisors
518
Capstone Investment Advisors
New York
$345K +$375K +819 New
RJT
519
Raymond James Trust
Florida
$342K -$69.6K -152 -16%
BCFD
520
Boit C.F. David
$342K +$371K +810 New
FMLI
521
Fukoku Mutual Life Insurance
Japan
$333K +$59.5K +130 +20%
SFI
522
Siemens Fonds Invest
Germany
$332K -$35.2K -77 -9%
Lido Advisors
523
Lido Advisors
California
$331K -$2.75K -6 -0.8%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$331K +$359K +784 New
JF
525
JSF Financial
California
$330K