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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
751
First Trust Direct Indexing
Massachusetts
$1.8M -$175K -532 -9%
EWM
752
Elite Wealth Management
Washington
$1.78M -$3.3K -10 -0.2%
AAS
753
Avantax Advisory Services
Texas
$1.77M +$263K +797 +18%
MIA
754
MMBG Investment Advisors
Florida
$1.76M -$23.1K -70 -1%
GCC
755
Guardian Capital (Canada)
Ontario, Canada
$1.76M -$171K -520 -9%
WR
756
WD Rutherford
Oregon
$1.75M -$107K -325 -6%
RSWM
757
Robertson Stephens Wealth Management
California
$1.74M +$3.3K +10 +0.2%
HWMA
758
Heritage Wealth Management (Arizona)
Arizona
$1.74M +$877K +2,660 +105%
ASBI
759
American State Bank (Iowa)
Iowa
$1.73M +$62K +188 +4%
LAIC
760
Lederer & Associates Investment Counsel
California
$1.71M -$42.9K -130 -2%
WCM
761
Whitener Capital Management
North Carolina
$1.71M -$98.9K -300 -6%
CGA
762
Channing Global Advisors
Florida
$1.7M -$48.8K -148 -3%
OIS
763
Okabena Investment Services
Minnesota
$1.7M +$558M +1,692,191 +21,670%
PNAA
764
Pictet North America Advisors
Switzerland
$1.7M +$1.67M +5,073 New
CAM
765
Cypress Asset Management
Texas
$1.7M -$21.1K -64 -1%
TRCT
766
Tower Research Capital (TRC)
New York
$1.69M -$11M -33,345 -87%
S
767
SignatureFD
Georgia
$1.69M -$159K -483 -9%
FFG
768
Frisch Financial Group
New York
$1.68M
VFM
769
Viking Fund Management
North Dakota
$1.67M
Boston Partners
770
Boston Partners
Massachusetts
$1.67M -$223K -678 -12%
SC
771
Skylands Capital
Wisconsin
$1.67M
AI
772
AXS Investments
New York
$1.66M +$19.8K +60 +1%
AIC
773
Argus Investors Counsel
New York
$1.63M +$17.8K +54 +1%
CWM
774
Chemistry Wealth Management
New York
$1.63M -$49.1K -149 -3%
CG
775
Caprock Group
Idaho
$1.6M +$989 +3 +0.1%