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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1051
Boston Trust Walden
Massachusetts
$2.03M -$82.5K -2,997 -4%
CW
1052
CreativeOne Wealth
Kansas
$2.03M -$46.3K -1,683 -2%
KFI
1053
Key Financial Inc
Pennsylvania
$2.03M -$19.6K -711 -1%
AA
1054
Axiom Advisory
California
$2.03M +$2.03M +73,658 New
ST
1055
Smithfield Trust
Pennsylvania
$2.02M -$61.1K -2,220 -3%
CWM
1056
Cornerstone Wealth Management
Missouri
$2.02M +$234K +8,513 +13%
MA
1057
MYDA Advisors
New York
$2.01M -$771K -28,000 -28%
WIM
1058
WealthPlan Investment Management
Nebraska
$2.01M +$257K +9,332 +15%
CCG
1059
Coastwise Capital Group
California
$2.01M +$125K +4,529 +7%
LIP
1060
Lighthouse Investment Partners
Florida
$2.01M +$1.98M +71,800 New
AB
1061
Atlas Brown
Kentucky
$2.01M +$43.2K +1,568 +2%
ERSOT
1062
Employees Retirement System of Texas
Texas
$2M
FTDI
1063
First Trust Direct Indexing
Massachusetts
$2M +$546K +19,824 +38%
OHWP
1064
Oak Harbor Wealth Partners
North Carolina
$2M +$15.1K +549 +0.8%
MWM
1065
Massachusetts Wealth Management
Massachusetts
$2M +$513K +18,650 +35%
RHDIC
1066
R.H. Dinel Investment Counsel
California
$1.98M
HBT
1067
Hills Bank & Trust
Iowa
$1.98M +$14.6K +531 +0.8%
GD
1068
Grandfield & Dodd
New York
$1.97M -$147K -5,356 -7%
BOH
1069
Bank of Hawaii
Hawaii
$1.96M -$354K -12,851 -15%
CCM
1070
Chiron Capital Management
Florida
$1.96M +$14.5K +526 +0.8%
LC
1071
Lindbrook Capital
California
$1.96M +$199K +7,238 +12%
KF
1072
KKM Financial
Illinois
$1.96M +$42.4K +1,541 +2%
FSA
1073
Fort Sheridan Advisors
Illinois
$1.96M +$39.3K +1,427 +2%
BG
1074
Bahl & Gaynor
Ohio
$1.95M -$140K -5,084 -7%
BFO
1075
Boston Family Office
Massachusetts
$1.95M +$31.8K +1,154 +2%