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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
601
Arkadios Wealth Advisors
Georgia
$956K +$800K +5,804 +726%
CM
602
Capula Management
Cayman Islands
$945K +$899K +6,523 New
CCA
603
Checchi Capital Advisers
California
$927K -$11.7K -85 -1%
SCA
604
Snowden Capital Advisors
New York
$924K +$55.2K +400 +7%
FTDI
605
First Trust Direct Indexing
Massachusetts
$918K +$500K +3,628 +134%
GT
606
Greenleaf Trust
Michigan
$915K +$68.4K +496 +9%
Fiera Capital (Canada)
607
Fiera Capital (Canada)
Quebec, Canada
$914K -$55K -399 -6%
IA
608
IFP Advisors
Florida
$910K +$2.07K +15 +0.2%
SMC
609
S. Muoio & Co
New York
$903K
AWM
610
Aries Wealth Management
Maine
$898K +$75.6K +548 +10%
PA
611
Parallel Advisors
California
$895K -$78.6K -570 -8%
ONB
612
Old National Bancorp
Indiana
$892K -$392K -2,840 -32%
AIP
613
ARS Investment Partners
New York
$883K -$17.2K -125 -2%
RBA
614
Richard Bernstein Advisors
New York
$878K
CWM
615
Calamos Wealth Management
Illinois
$866K -$4.41K -32 -0.5%
CA
616
Continuum Advisory
Idaho
$865K +$823K +5,971 New
CI
617
Conning Inc
Connecticut
$863K -$139K -1,008 -14%
KAS
618
Kemnay Advisory Services
New York
$862K -$244K -1,768 -23%
CBT
619
Central Bank & Trust
Kentucky
$853K -$347K -2,516 -30%
SIA
620
Strategic Investment Advisors
Michigan
$852K +$324K +2,353 +67%
CAG
621
Csenge Advisory Group
Florida
$834K +$457K +3,312 +137%
PWMG
622
Pinnacle Wealth Management Group
Michigan
$833K +$794K +5,755 New
SIM
623
Sentry Investment Management
Wisconsin
$831K
ECM
624
ExodusPoint Capital Management
New York
$825K -$4.18M -30,288 -84%
MCM
625
MAI Capital Management
Ohio
$821K -$160K -1,164 -17%