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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
$795K -$37.4K -305 -5%
MPPW
552
Mitchell & Pahl Private Wealth
Oklahoma
$794K -$19.6K -160 -3%
BP
553
Ballentine Partners
Massachusetts
$790K +$19K +155 +3%
SWM
554
Spire Wealth Management
Virginia
$789K +$69.8K +569 +12%
SSW
555
Smith Shellnut Wilson
Mississippi
$783K -$3.93K -32 -0.6%
EAM
556
Erste Asset Management
Austria
$762K -$613K -5,000 -50%
ZF
557
Zhang Financial
Michigan
$762K +$3.19K +26 +0.5%
KA
558
Kovack Advisors
Florida
$755K +$222K +1,813 +55%
NB
559
Northwest Bancshares
Pennsylvania
$751K – – –
CICI
560
Capital Investment Counsel Inc
North Carolina
$747K – – –
RCAG
561
Rehmann Capital Advisory Group
Michigan
$737K +$36.9K +301 +6%
SFS
562
Security Financial Services
Indiana
$732K -$472K -3,845 -44%
S
563
Seeyond
France
$727K -$62.8K -512 -9%
BAM
564
Belpointe Asset Management
Nevada
$719K -$1.58M -12,849 -73%
CI
565
Cigna Investments
Connecticut
$719K -$207K -1,687 -26%
LFAS
566
Level Four Advisory Services
Texas
$698K -$8.34K -68 -1%
KWM
567
Kingsview Wealth Management
Oregon
$697K -$161K -1,310 -22%
HIS
568
Harvest Investment Services
Illinois
$693K +$89.2K +727 +18%
Rafferty Asset Management
569
Rafferty Asset Management
New York
$686K +$566K +4,614 New
PG
570
Proffitt & Goodson
Tennessee
$677K -$9.57K -78 -2%
MWPCG
571
Measured Wealth Private Client Group
New Hampshire
$674K -$7.61K -62 -1%
GIA
572
Gladstone Institutional Advisory
Florida
$671K +$58.8K +479 +12%
MGP
573
Metis Global Partners
California
$669K +$267K +2,174 +94%
CA
574
Clearstead Advisors
Ohio
$661K – – –
DWA
575
Douglass Winthrop Advisors
New York
$661K – – –