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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
426
First Trust Direct Indexing
Massachusetts
$431K +$50.3K +217 +14%
LWAC
427
Laurel Wealth Advisors (California)
California
$430K -$3.48K -15 -0.8%
WWP
428
WR Wealth Planners
Missouri
$422K +$405K +1,746 New
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$421K -$4.87K -21 -1%
PA
430
Parallel Advisors
California
$413K +$464 +2 +0.1%
FP
431
Foundry Partners
Minnesota
$408K
SC
432
Shearwater Capital
Colorado
$406K +$695 +3 +0.2%
PCA
433
Pallas Capital Advisors
Massachusetts
$399K -$15.1K -65 -4%
CI
434
Cigna Investments
Connecticut
$396K -$128K -552 -25%
SWM
435
Shakespeare Wealth Management
Wisconsin
$396K
KFA
436
Krane Funds Advisors
New York
$388K -$7.88K -34 -2%
MGP
437
Metis Global Partners
California
$383K +$165K +711 +82%
CS
438
Comerica Securities
Michigan
$382K -$25.7K -111 -7%
DDC
439
DF Dent & Co
Maryland
$380K
TWC
440
TD Waterhouse Canada
Ontario, Canada
$375K +$40.3K +174 +13%
TA
441
Teton Advisors
New York
$363K -$69.5K -300 -17%
HDIM
442
Hanson & Doremus Investment Management
Vermont
$363K
CCP
443
Corient Capital Partners
California
$360K +$119K +513 +53%
FNBT
444
FineMark National Bank & Trust
Florida
$359K -$20.6K -89 -6%
II
445
Inspire Investing
Idaho
$357K -$20.2K -87 -6%
RJT
446
Raymond James Trust
Florida
$353K -$33.8K -146 -9%
OWA
447
Opal Wealth Advisors
New York
$347K +$35.2K +152 +12%
SIA
448
SkyView Investment Advisors
New Jersey
$344K -$2.77M -11,965 -89%
PAG
449
Private Advisor Group
New Jersey
$344K -$7.42K -32 -2%
CFG
450
Citizens Financial Group
Rhode Island
$342K +$2.55K +11 +0.8%