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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
326
RWA Wealth Partners
Massachusetts
$268K
Assenagon Asset Management
327
Assenagon Asset Management
Luxembourg
$267K
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$265K +$10K +546 +5%
PFWA
329
Paces Ferry Wealth Advisors
Georgia
$264K +$18.3K +1,000 +9%
MCC
330
Money Concepts Capital
Florida
$256K -$227K -12,395 -51%
1832 Asset Management
331
1832 Asset Management
Ontario, Canada
$256K -$9.18K -500 -4%
FTDI
332
First Trust Direct Indexing
Massachusetts
$256K +$217K +11,800 New
RFA
333
RTD Financial Advisors
Pennsylvania
$255K +$18.3K +1,000 +9%
CAWM
334
Capital Advisors Wealth Management
Washington
$253K
EI
335
Ethic Inc
New York
$253K +$214K +11,671 New
NFSG
336
Newbridge Financial Services Group
Florida
$252K
AAA
337
Adams Asset Advisors
Texas
$250K
Vanguard Personalized Indexing Management
338
Vanguard Personalized Indexing Management
California
$250K +$26.5K +1,444 +14%
IWM
339
IHT Wealth Management
Illinois
$249K +$31.1K +1,693 +17%
DGAM
340
Desjardins Global Asset Management
Quebec, Canada
$235K +$27.7K +1,507 +16%
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$234K -$601K -32,780 -75%
Chevy Chase Trust
342
Chevy Chase Trust
Maryland
$233K
CW
343
Connectus Wealth
Ohio
$231K +$7.72K +421 +4%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$229K +$16.8K +916 +10%
B
345
Bellecapital
Switzerland
$225K
AW
346
ACG Wealth
Georgia
$223K -$642 -35 -0.3%
ETC
347
Exchange Traded Concepts
Oklahoma
$220K -$87K -4,740 -32%
NAM
348
Nissay Asset Management
Japan
$220K -$4.13K -225 -2%
BJL
349
Brighton Jones LLC
Washington
$219K +$8.46K +461 +5%
BC
350
Belmont Capital
California
$217K