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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$1.01M -$3.85K -50 -0.4%
BP
652
Ballentine Partners
Massachusetts
$1.01M +$119K +1,542 +14%
BA
653
BCM Advisors
Louisiana
$1M
RG
654
Renaissance Group
Kentucky
$989K +$29.1K +378 +3%
HVIA
655
Hudson Valley Investment Advisors
New York
$985K -$45.9K -597 -5%
OPPTF
656
OPSEU Pension Plan Trust Fund
Ontario, Canada
$984K -$373K -4,842 -28%
BFM
657
Boston Financial Management
Massachusetts
$983K +$169K +2,200 +21%
BAM
658
Belpointe Asset Management
Nevada
$978K +$113K +1,464 +13%
FBT
659
First Bankers Trust
Kentucky
$974K +$360K +4,672 +60%
SC
660
Schulhoff & Co
Ohio
$972K +$539 +7 +0.1%
SC
661
Savant Capital
Illinois
$963K +$464K +6,031 +97%
CHAM
662
Clear Harbor Asset Management
Connecticut
$962K +$454K +5,900 +93%
WMP
663
Wealth Management Partners
Arizona
$961K -$169K -2,202 -16%
MA
664
MKT Advisors
California
$957K +$956K +12,421 New
JWBC
665
John W. Bristol & Co
New York
$951K
KIA
666
KCM Investment Advisors
California
$948K +$122K +1,579 +15%
Verition Fund Management
667
Verition Fund Management
Connecticut
$944K +$925K +12,024 New
HAIM
668
Hunter Associates Investment Management
Pennsylvania
$943K
VCA
669
Verdence Capital Advisors
Maryland
$936K -$944K -12,266 -51%
ADBIC
670
A.D. Beadell Investment Counsel
Wisconsin
$936K -$7.85K -102 -0.8%
WBCM
671
Wilson & Boucher Capital Management
California
$926K +$907K +11,789 New
IIM
672
Ipswich Investment Management
Massachusetts
$922K
ABP
673
Arthur B. Page
$921K
AC
674
Allstate Corporation
Illinois
$915K -$28.5K -370 -3%
MPPW
675
Mitchell & Pahl Private Wealth
Oklahoma
$912K +$53.3K +692 +6%