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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MAI Capital Management
Ohio
$211K +$7.75K +97 +3%
FTDI
477
First Trust Direct Indexing
Massachusetts
$211K +$244K +3,052 New
KJHP
478
K.J. Harrison & Partners
Ontario, Canada
$209K +$242K +3,030 New
LCM
479
Lattice Capital Management
Washington
$208K – – –
MCCP
480
Mission Creek Capital Partners
California
$208K +$240K +3,002 New
CIA
481
Capital Impact Advisors
Massachusetts
$206K -$89K -1,114 -27%
CIAS
482
Capital Investment Advisory Services
North Carolina
$201K -$47.9K -600 -17%
GCM
483
G2 Capital Management
Ohio
$201K +$233K +2,910 New
SPIA
484
Steward Partners Investment Advisory
New York
$200K +$152K +1,904 +193%
Credit Agricole
485
Credit Agricole
France
$195K +$22K +275 +11%
AAM
486
Advisors Asset Management
Colorado
$181K -$156K -1,948 -43%
HI
487
Harbour Investments
Wisconsin
$164K – – –
OLVIG
488
Oliver Lagore Vanvalin Investment Group
Michigan
$156K -$25.6K -321 -12%
ODG
489
O'Dell Group
Ohio
$155K +$84.9K +1,063 +90%
AIG
490
American International Group
New York
$148K +$479 +6 +0.3%
CCA
491
Catalyst Capital Advisors
New York
$145K -$467K -5,850 -74%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$142K -$15.7K -197 -9%
O
493
Ossiam
France
$138K +$160K +2,000 New
PP
494
Paloma Partners
Connecticut
$136K -$751K -9,394 -83%
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
EI
496
Ellevest Inc
New York
$125K +$25.8K +323 +22%
CFB
497
Cullen/Frost Bankers
Texas
$120K -$89.4K -1,119 -39%
FHA
498
First Horizon Advisors
Tennessee
$120K +$6.71K +84 +5%
WFA
499
Wipfli Financial Advisors
Wisconsin
$117K +$135K +1,693 New
Allspring Global Investments
500
Allspring Global Investments
North Carolina
$113K -$21.6K -270 -14%