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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
101
First Trust Direct Indexing
Massachusetts
$277K +$16.2K +4,761 +6%
FIM
102
Freedom Investment Management
Connecticut
$276K -$17.7K -5,226 -6%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$276K +$7.26K +2,139 +3%
VSQM
104
V-Square Quantitative Management
Illinois
$275K +$273K +80,412 New
WA
105
WealthTrust Axiom
Pennsylvania
$274K -$152K -44,887 -36%
Lazard Asset Management
106
Lazard Asset Management
New York
$273K
MM
107
MQS Management
New York
$272K +$270K +79,433 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$271K -$110K -32,266 -29%
AA
109
Ancora Advisors
Ohio
$259K +$1.32K +390 +0.5%
MC
110
Moors & Cabot
Massachusetts
$253K -$43.8K -12,900 -15%
IAS
111
Insigneo Advisory Services
Florida
$250K +$20 +6 +0%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$244K -$13.3K -3,918 -5%
GCM
113
Gallacher Capital Management
Colorado
$244K +$10.4K +3,069 +5%
MWM
114
Mission Wealth Management
California
$242K +$33K +9,711 +16%
TSS
115
Two Sigma Securities
New York
$241K -$157K -46,091 -40%
BCI
116
Brinker Capital Investments
Pennsylvania
$237K -$20.3K -5,966 -8%
OPS
117
Orion Portfolio Solutions
Nebraska
$237K -$20.3K -5,966 -8%
LCM
118
LCM Capital Management
Illinois
$232K +$655 +193 +0.3%
ABLA
119
Alan B. Lancz & Associates
Ohio
$232K -$58.1K -17,100 -20%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$230K -$97.1K -28,605 -30%
PWMG
121
Pinnacle Wealth Management Group
Michigan
$226K -$18K -5,300 -7%
TH
122
TCTC Holdings
Texas
$209K
NW
123
NewEdge Wealth
Pennsylvania
$205K +$6.87K +2,022 +3%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$205K +$10.6K +3,129 +6%
LSA
125
Leonteq Securities AG
Switzerland
$202K +$12.6K +3,700 +7%