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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$418K +$17.3K +324 +5%
RIL
552
Rothschild Investment LLC
Illinois
$417K +$10.8K +203 +3%
VI
553
Vestcor Inc
New Brunswick, Canada
$415K -$43K -808 -10%
JF
554
Jump Financial
Illinois
$414K +$127K +2,392 +47%
FTDI
555
First Trust Direct Indexing
Massachusetts
$413K +$395K +7,419 New
JWCA
556
J.W. Cole Advisors
Florida
$410K -$48.3K -906 -11%
LGA
557
Lebenthal Global Advisors
New York
$410K +$393K +7,372 New
GT
558
Greenleaf Trust
Michigan
$403K +$35.7K +670 +10%
SG
559
StoneX Group
New York
$400K +$149K +2,806 +64%
KMWM
560
Keudell/Morrison Wealth Management
Oregon
$399K -$2.88K -54 -0.7%
KFS
561
Kelly Financial Services
Massachusetts
$394K +$1.15M +21,528 +5,464%
WIA
562
Westbourne Investment Advisors
Maryland
$389K -$53.3K -1,000 -13%
CA
563
Capitolis Advisors
New York
$389K – – –
MWM
564
Mission Wealth Management
California
$384K -$84.1K -1,579 -19%
LS
565
Livforsakringsbolaget Skandia
Sweden
$381K – – –
GT
566
Glenview Trust
Kentucky
$379K – – –
TI
567
Tidal Investments
Wisconsin
$379K +$363K +6,820 New
PP
568
PDT Partners
New York
$378K +$362K +6,800 New
GVAG
569
Great Valley Advisor Group
Delaware
$371K -$18.6K -349 -5%
MYAM
570
Meiji Yasuda Asset Management
Japan
$358K -$70.8K -1,329 -17%
MAFM
571
Mid Atlantic Financial Management
Pennsylvania
$358K -$13.2K -247 -4%
CL
572
CPWM LLC
Washington
$357K +$342K +6,423 New
CT
573
Coastline Trust
Rhode Island
$356K – – –
MHIC
574
Marble Harbor Investment Counsel
Massachusetts
$356K – – –
NA
575
NewEdge Advisors
Louisiana
$347K -$26.1K -490 -7%
21 22
23
24 25