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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Arcadia Investment Management
Michigan
$135K -$22.3K -600 -15%
FTDI
252
First Trust Direct Indexing
Massachusetts
$127K +$119K +3,196 New
PFBT
253
Parkside Financial Bank & Trust
Missouri
$118K +$223 +6 +0.2%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$113K +$27.7K +746 +36%
TPCW
255
TD Private Client Wealth
New York
$99.4K
MF
256
Manchester Financial
California
$91K
LJHT
257
Laurie J. Hall Trustee
$66K
BCWM
258
Bartlett & Co Wealth Management
Ohio
$63.4K +$1.86K +50 +3%
BC
259
Bartlett & Co
Ohio
$63K +$1.86K +50 +3%
EIP
260
Ellis Investment Partners
Pennsylvania
$56K
MCM
261
Manchester Capital Management
Vermont
$55K
PCG
262
Private Capital Group
Connecticut
$54K -$10.6K -286 -17%
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
$50K +$47K +1,264 New
SFS
264
Sowell Financial Services
Arkansas
$49K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$40K
PA
266
Parallel Advisors
California
$34K -$5.87K -158 -16%
SPIA
267
Steward Partners Investment Advisory
New York
$34K +$1.56K +42 +5%
FF
268
FourThought Financial
Florida
$32K +$30.8K +828 New
IA
269
IFP Advisors
Florida
$31K +$4.39K +118 +18%
S
270
SignatureFD
Georgia
$29K +$9.96K +268 +56%
JWM
271
Janiczek Wealth Management
Colorado
$29K +$27.2K +732 New
FHA
272
First Horizon Advisors
Tennessee
$26K
GI
273
Gradient Investments
Minnesota
$26K
HFA
274
HC Financial Advisors
California
$24K
IA
275
Inspire Advisors
Idaho
$24K +$22.5K +604 New