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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
351
First Trust Direct Indexing
Massachusetts
$85.6K +$43.6K +911 +73%
TCM
352
Traynor Capital Management
Pennsylvania
$84.4K -$9.48K -198 -9%
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.4K – – –
BAM
354
Belpointe Asset Management
Nevada
$84.2K +$2.87K +60 +3%
RCAG
355
Rehmann Capital Advisory Group
Michigan
$83.9K +$814 +17 +0.8%
PWM
356
Perigon Wealth Management
California
$83.1K +$13.3K +277 +15%
SSWM
357
Smith Salley Wealth Management
North Carolina
$82.5K +$96 +2 +0.1%
FWCM
358
Ferguson Wellman Capital Management
Oregon
$82.1K – – –
IWC
359
Integrated Wealth Concepts
Massachusetts
$82K -$814 -17 -0.8%
VNA
360
Valley National Advisers
Pennsylvania
$82K – – –
CCA
361
Checchi Capital Advisers
California
$81.7K -$30.1K -629 -23%
CF
362
Centaurus Financial
California
$81K – – –
MW
363
Marcum Wealth
Ohio
$80.3K -$4.74K -99 -5%
AL
364
Arnhold LLC
New York
$79.4K – – –
BAAM
365
Baker Avenue Asset Management
California
$79.4K – – –
BBHC
366
Brown Brothers Harriman & Co
New York
$79.4K – – –
CCM
367
Consolidated Capital Management
California
$79.4K – – –
NLP
368
Next Level Private
New York
$79.4K – – –
CAM
369
Claret Asset Management
Quebec, Canada
$79K -$144 -3 -0.2%
SPC
370
Sigma Planning Corp
Michigan
$78.5K +$431 +9 +0.5%
LCM
371
Liberty Capital Management
Michigan
$78K -$26.1K -545 -22%
CCM
372
Coldstream Capital Management
Washington
$77.2K -$1.29K -27 -1%
PRC
373
Pearl River Capital
Michigan
$76.8K +$37.1K +774 +67%
SIG
374
Sargent Investment Group
Maryland
$75.6K – – –
RIA
375
Regal Investment Advisors
Michigan
$74.9K +$13.7K +287 +18%
13 14
15
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