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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
401
MGO One Seven
Ohio
$772K +$13.2K +51 +2%
AP
402
Advisor Partners
California
$768K -$106K -408 -12%
FC
403
Fulcrum Capital
Washington
$754K – – –
FT
404
Fiduciary Trust
Massachusetts
$750K – – –
CAM
405
Cresset Asset Management
Illinois
$749K -$292K -1,124 -28%
D.E. Shaw & Co
406
D.E. Shaw & Co
New York
$742K +$739K +2,849 New
QT
407
Quantamental Technologies
New York
$741K +$738K +2,844 New
Nomura Holdings
408
Nomura Holdings
Japan
$731K -$151K -582 -17%
TFS
409
Thoroughbred Financial Services
Tennessee
$727K +$778 +3 +0.1%
Wellington Management Group
410
Wellington Management Group
Massachusetts
$724K +$510K +1,966 +242%
FTDI
411
First Trust Direct Indexing
Massachusetts
$710K +$23.4K +90 +3%
FC
412
FORA Capital
Florida
$703K -$1.4M -5,386 -67%
4WM
413
44 Wealth Management
Oregon
$703K – – –
V
414
Veritable
Delaware
$702K +$8.3K +32 +1%
GTCM
415
Gyon Technologies Capital Management
New Jersey
$702K +$297K +1,144 +74%
CTC
416
Central Trust Company
Missouri
$687K -$7.79K -30 -1%
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$687K +$42K +162 +7%
CANY
418
Caxton Associates (New York)
New York
$666K +$281K +1,084 +74%
CCP
419
Corient Capital Partners
California
$663K +$1.82K +7 +0.3%
PWPS
420
Pinnacle Wealth Planning Services
Ohio
$645K +$53.2K +205 +9%
GAG
421
GM Advisory Group
New York
$643K -$45.4K -175 -7%
BTWM
422
Baker Tilly Wealth Management
Wisconsin
$643K +$127K +488 +25%
TIM
423
Thompson Investment Management
Wisconsin
$638K -$130K -500 -17%
DCM
424
Donaldson Capital Management
Indiana
$635K -$53.2K -205 -8%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$631K +$539K +2,077 +599%