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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
401
First Trust Direct Indexing
Massachusetts
$240K -$14.6K -338 -5%
PCA
402
Pallas Capital Advisors
Massachusetts
$237K +$257K +5,949 New
CMF
403
Counterpoint Mutual Funds
California
$237K +$267K +6,175 New
PFS
404
Prospera Financial Services
Texas
$233K -$86.9K -2,011 -25%
OIA
405
OneDigital Investment Advisors
Kansas
$231K +$12.9K +298 +5%
VI
406
Vestcor Inc
New Brunswick, Canada
$225K
Capstone Investment Advisors
407
Capstone Investment Advisors
New York
$221K +$249K +5,770 New
RFC
408
Regions Financial Corp
Alabama
$218K -$12.1K -281 -5%
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$215K
EWA
410
EP Wealth Advisors
California
$214K +$241K +5,578 New
WTB
411
Washington Trust Bank
Washington
$213K -$7.26K -168 -3%
VIM
412
Vinva Investment Management
Australia
$211K +$238K +5,509 New
FPGK
413
Financial Partners Group (Kansas)
Kansas
$202K +$1.82K +42 +0.8%
Osaic Holdings
414
Osaic Holdings
Arizona
$194K -$13.1K -302 -6%
BTI
415
Blue Trust Inc
Georgia
$185K +$93.2K +2,156 +120%
PA
416
Parallel Advisors
California
$184K +$51.1K +1,183 +33%
Jones Financial Companies
417
Jones Financial Companies
Missouri
$167K +$144K +3,334 +331%
MAM
418
Meeder Asset Management
Ohio
$135K
VEA
419
Virtus ETF Advisers
New York
$134K -$1.12K -26 -0.7%
GI
420
GAMMA Investing
California
$130K -$12.8K -297 -8%
IRC
421
Investors Research Corp
Georgia
$126K
VanEck Associates
422
VanEck Associates
New York
$123K +$7.7K +178 +6%
AFWM
423
Abich Financial Wealth Management
Virginia
$122K +$137K +3,179 New
LSV Asset Management
424
LSV Asset Management
Illinois
$119K
PR
425
Payden & Rygel
California
$115K