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Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$399K +$69.1K +151 +19%
5L
502
55I LLC
Massachusetts
$392K +$426K +930 New
PA
503
Profund Advisors
Maryland
$387K +$14.2K +31 +3%
TAM
504
Trust Asset Management
Texas
$387K +$28.8K +63 +7%
GAM
505
Gotham Asset Management
New York
$385K +$418K +913 New
C
506
Certuity
Florida
$382K +$34.3K +75 +9%
FTDI
507
First Trust Direct Indexing
Massachusetts
$381K -$145K -316 -26%
PI
508
PineBridge Investments
New York
$380K – – –
WWP
509
WR Wealth Planners
Missouri
$379K +$27.9K +61 +7%
BFA
510
BMS Financial Advisors
South Dakota
$374K +$4.12K +9 +1%
CCA
511
Checchi Capital Advisers
California
$373K -$4.12K -9 -1%
RA
512
RFG Advisory
Alabama
$373K -$1.83K -4 -0.5%
LSA
513
Leonteq Securities AG
Switzerland
$372K -$751K -1,640 -65%
MFG
514
Menard Financial Group
Texas
$365K +$5.04K +11 +1%
FC
515
Forte Capital
New York
$362K -$52.6K -115 -12%
SW
516
SVB Wealth
Massachusetts
$360K +$391K +854 New
TCBWMS
517
Texas Capital Bank Wealth Management Services
Texas
$359K – – –
SP
518
Symmetry Partners
Connecticut
$358K +$47.6K +104 +14%
ZB
519
Zions Bancorporation
Utah
$351K -$32.5K -71 -8%
FP
520
Foundry Partners
Minnesota
$345K +$96.6K +211 +35%
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$345K +$375K +819 New
RJT
522
Raymond James Trust
Florida
$342K -$69.6K -152 -16%
BCFD
523
Boit C.F. David
$342K +$371K +810 New
FMLI
524
Fukoku Mutual Life Insurance
Japan
$333K +$59.5K +130 +20%
SFI
525
Siemens Fonds Invest
Germany
$332K -$35.2K -77 -9%