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Name Holding Trade Value Shares
Change
Change in
Stake
WEPOG
401
Wealth Enhancement & Preservation of GA
Georgia
$733K +$65.3K +293 +10%
FTDI
402
First Trust Direct Indexing
Massachusetts
$731K +$14.5K +65 +2%
GCP
403
GSA Capital Partners
United Kingdom
$720K -$2.44M -10,967 -77%
BAM
404
Blueshift Asset Management
New Jersey
$717K -$151K -676 -17%
GIA
405
Gateway Investment Advisers
Ohio
$713K -$1.56K -7 -0.2%
AG
406
Ascent Group
Virginia
$713K +$122K +549 +16%
COI
407
Connable Office Inc
Michigan
$713K -$15.6K -70 -2%
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$694K +$132K +594 +23%
MFS
409
Mirabella Financial Services
United Kingdom
$670K -$348K -1,561 -34%
DWM
410
Dakota Wealth Management
Florida
$664K +$283K +1,269 +72%
FRM
411
Fox Run Management
Connecticut
$663K +$676K +3,035 New
JWM
412
JGP Wealth Management
Oregon
$662K -$48.6K -218 -7%
AAM
413
Advisors Asset Management
Colorado
$655K -$630K -2,826 -49%
WJWM
414
Williams Jones Wealth Management
New York
$652K -$89.2K -400 -12%
BMWM
415
Brown Miller Wealth Management
Virginia
$649K
LC
416
Lavaca Capital
Texas
$635K
OTL
417
Oak Thistle LLC
New York
$632K -$577K -2,590 -47%
I
418
InceptionR
California
$629K +$290K +1,301 +82%
FT
419
Fiduciary Trust
Massachusetts
$629K
NRD
420
Nebula Research & Development
New York
$627K +$640K +2,870 New
PRC
421
Pearl River Capital
Michigan
$624K +$637K +2,858 New
TMAM
422
Tokio Marine Asset Management
Japan
$620K +$16.9K +76 +3%
HP
423
Hilltop Partners
Indiana
$620K +$633K +2,838 New
IC
424
IEQ Capital
California
$610K -$27K -121 -4%
SP
425
Symmetry Partners
Connecticut
$604K