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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
351
Adalta Capital Management
New York
$650K +$16.9K +1,000 +3%
FTDI
352
First Trust Direct Indexing
Massachusetts
$648K +$148K +8,774 +32%
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
$639K +$59.2K +3,506 +11%
PA
354
Parallel Advisors
California
$639K +$12K +712 +2%
MI
355
Motiv8 Investments
Florida
$636K +$596K +35,302 New
OC
356
Oppenheimer & Co
New York
$636K +$8.22K +487 +1%
ASN
357
Advisory Services Network
Georgia
$625K +$64.4K +3,816 +12%
CGH
358
Crossmark Global Holdings
Texas
$623K +$26.6K +1,575 +5%
CHAM
359
Clear Harbor Asset Management
Connecticut
$610K
TG
360
TCW Group
California
$606K +$567K +33,560 New
HT
361
Headlands Technologies
Illinois
$600K +$513K +30,374 +1,042%
HCA
362
Harbor Capital Advisors
Illinois
$598K +$7.09K +420 +1%
Wealth Enhancement Advisory Services
363
Wealth Enhancement Advisory Services
Minnesota
$595K -$34.5K -2,045 -6%
CIM
364
Contravisory Investment Management
Massachusetts
$588K +$5.22K +309 +1%
EF
365
Empirical Finance
Pennsylvania
$579K +$38.8K +2,299 +8%
CCWA
366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$561K
WA
367
WESPAC Advisors
California
$550K +$29.5K +1,746 +6%
GCM
368
Graham Capital Management
Connecticut
$550K +$515K +30,509 New
NIM
369
NEOS Investment Management
Connecticut
$546K +$235K +13,914 +85%
UCFA
370
United Capital Financial Advisors
Texas
$544K +$510K +30,191 New
KAS
371
Kestra Advisory Services
Texas
$541K +$24.7K +1,464 +5%
WAG
372
Wallace Advisory Group
California
$541K -$47.7K -2,825 -8%
Lido Advisors
373
Lido Advisors
California
$540K +$97K +5,745 +24%
FFA
374
Farther Finance Advisors
California
$535K -$77.5K -4,588 -13%
IGAM
375
iA Global Asset Management
Quebec, Canada
$531K +$122K +7,233 +33%