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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
626
First Trust Direct Indexing
Massachusetts
$112K +$98.3K +2,925 New
RMC
627
Resources Management Corp
Connecticut
$110K – – –
Bessemer Group
628
Bessemer Group
New Jersey
$103K -$86.4K -2,571 -49%
FPS
629
Fieldpoint Private Securities
Connecticut
$99K +$86.8K +2,581 New
QCG
630
Quadrant Capital Group
Ohio
$97K +$6.42K +191 +8%
EP
631
Eudaimonia Partners
Tennessee
$91K +$605 +18 +0.8%
ETI
632
Enterprise Trust & Investment
California
$87K – – –
CFD
633
Creative Financial Designs
Indiana
$86K -$29.1K -866 -28%
MA
634
Montag & Associates
Georgia
$86K +$75.3K +2,239 New
PB
635
Pinnacle Bancorp
Nebraska
$85K -$6.62K -197 -8%
SIM
636
Sonora Investment Management
Arizona
$85K – – –
VCM
637
Versant Capital Management
Arizona
$83K +$3.87K +115 +6%
PA
638
Parallel Advisors
California
$78K -$8.44K -251 -11%
OSNBOA
639
Old Second National Bank of Aurora
Illinois
$78K – – –
WB
640
Webster Bank
Connecticut
$77K – – –
FPCG
641
Fort Pitt Capital Group
Pennsylvania
$77K +$67.2K +2,000 New
EWM
642
Endurance Wealth Management
Rhode Island
$76K – – –
MCA
643
Mercer Capital Advisers
New Jersey
$76K – – –
MIM
644
Merrion Investment Management
New Jersey
$76K +$66.2K +1,970 New
BC
645
Barnett & Company
Tennessee
$76K +$67.2K +2,000 New
BCA
646
Berman Capital Advisors
Georgia
$69K -$14K -416 -19%
IA
647
Inspire Advisors
Idaho
$69K +$60.4K +1,798 New
RPWA
648
Regent Peak Wealth Advisors
Georgia
$66K +$57.8K +1,718 New
TCOV
649
Trust Company of Vermont
Vermont
$64K -$16.6K -495 -23%
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$62K – – –