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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
426
Martin Capital Advisors
Texas
$988K +$19K +279 +2%
SP
427
Stablepoint Partners
Massachusetts
$980K -$52.7K -772 -5%
BW
428
Bison Wealth
Georgia
$971K -$67.7K -992 -7%
TWM
429
Trueblood Wealth Management
Ohio
$965K -$3.62K -53 -0.4%
GI
430
GAMMA Investing
California
$964K +$102K +1,499 +13%
FTDI
431
First Trust Direct Indexing
Massachusetts
$963K +$180K +2,640 +25%
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$958K +$68.7K +1,007 +8%
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$956K -$57.1K -836 -6%
CL
434
Choreo LLC
Illinois
$934K +$38.5K +564 +5%
TMAM
435
Tokio Marine Asset Management
Japan
$930K +$102K +1,491 +13%
BP
436
Ballentine Partners
Massachusetts
$923K +$101K +1,475 +13%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$917K -$40.7K -596 -5%
VSQM
438
V-Square Quantitative Management
Illinois
$903K +$113K +1,649 +15%
EF
439
Empirical Finance
Pennsylvania
$898K +$31.3K +459 +4%
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$895K -$1.43K -21 -0.2%
Focus Partners Wealth
441
Focus Partners Wealth
Massachusetts
$887K -$1.24M -18,217 -60%
FCA
442
FinTrust Capital Advisors
South Carolina
$886K -$8.12K -119 -1%
SFI
443
SPC Financial Inc
Maryland
$885K
TW
444
TritonPoint Wealth
Maryland
$880K +$41.4K +606 +5%
OAC
445
OMERS Administration Corp
Ontario, Canada
$876K
SI
446
Seeds Investor
New York
$872K -$62.2K -911 -7%
DWT
447
Dorsey & Whitney Trust
South Dakota
$845K +$268K +3,921 +51%
CIA
448
Concurrent Investment Advisors
Florida
$839K -$7.37K -108 -0.9%
GT
449
Greenleaf Trust
Michigan
$836K +$4.16K +61 +0.5%
AWM
450
Apollon Wealth Management
South Carolina
$834K -$2.39K -35 -0.3%