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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
GDS Wealth Management
Texas
$300K
SS
402
Sunbelt Securities
Texas
$297K -$27.9K -691 -8%
WS
403
Wedbush Securities
California
$293K -$2.63K -65 -0.8%
SQA
404
Simon Quick Advisors
New Jersey
$291K +$63.8K +1,580 +25%
GT
405
Greenleaf Trust
Michigan
$290K -$2.1K -52 -0.7%
MHIC
406
Marble Harbor Investment Counsel
Massachusetts
$286K
EF
407
Empirical Finance
Pennsylvania
$285K +$33.2K +823 +12%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$281K +$305K +7,538 New
FTDI
409
First Trust Direct Indexing
Massachusetts
$280K -$27K -668 -8%
AI
410
Axiom Investors
Connecticut
$280K +$158K +3,900 +108%
MFG
411
Menard Financial Group
Texas
$280K +$303K +7,493 New
BPA
412
Beacon Pointe Advisors
California
$278K +$81.8K +2,026 +37%
IC
413
IEQ Capital
California
$275K +$75.5K +1,868 +34%
VWM
414
Venturi Wealth Management
Texas
$273K +$7.8K +193 +3%
YMRC
415
Yorktown Management & Research Company
Virginia
$273K
PAI
416
Pittenger & Anderson Inc
Nebraska
$270K +$248K +6,150 +565%
Cetera Investment Advisers
417
Cetera Investment Advisers
Illinois
$267K +$48.2K +1,193 +20%
AAS
418
Avantax Advisory Services
Texas
$267K +$10.6K +263 +4%
WA
419
Wealth Alliance
New York
$266K +$77.5K +1,918 +37%
CAL
420
Capital Advisors Ltd
Ohio
$263K +$9.98K +247 +4%
WPC
421
Wedmont Private Capital
Pennsylvania
$261K +$2.06K +51 +0.7%
KPWS
422
Kestra Private Wealth Services
Texas
$256K +$277K +6,856 New
QI
423
Qtron Investments
Massachusetts
$253K +$273K +6,768 New
BP
424
Ballentine Partners
Massachusetts
$251K -$22.9K -566 -8%
BFG
425
Bleakley Financial Group
New Jersey
$251K +$283 +7 +0.1%