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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
626
Cerity Partners OCIO
New York
$445K +$2.99K +10 +0.6%
CA
627
Clearstead Advisors
Ohio
$441K -$40.4K -135 -7%
FTDI
628
First Trust Direct Indexing
Massachusetts
$441K -$8.67K -29 -2%
CAAS
629
Capital Asset Advisory Services
Michigan
$441K +$62.8K +210 +14%
WPP
630
Whalerock Point Partners
Rhode Island
$440K +$277K +925 +124%
SAM
631
SP Asset Management
California
$439K – – –
VA
632
Valmark Advisers
Ohio
$435K -$227K -758 -31%
PA
633
Profund Advisors
Maryland
$434K +$17.9K +60 +4%
SB
634
Strategic Blueprint
Georgia
$433K +$20K +67 +4%
ASGS
635
Alpha Square Group S
New York
$432K +$490K +1,640 New
B
636
Barings
North Carolina
$432K +$491K +1,641 New
9WM
637
9258 Wealth Management
Ohio
$431K +$60.1K +201 +14%
SWA
638
SFMG Wealth Advisors
Texas
$422K +$177K +592 +59%
BFO
639
Boston Family Office
Massachusetts
$421K +$161K +537 +51%
NWM
640
Nauset Wealth Management
Connecticut
$421K +$479K +1,600 New
PFA
641
Paradigm Financial Advisors
Missouri
$420K – – –
GWMIA
642
Global Wealth Management Investment Advisory
Florida
$420K +$155K +518 +48%
GAA
643
Green Alpha Advisors
Colorado
$408K -$411K -1,374 -47%
TSS
644
Two Sigma Securities
New York
$408K -$250K -837 -35%
SFI
645
Siemens Fonds Invest
Germany
$406K +$226K +754 +97%
PSUF
646
People's United Financial
Connecticut
$405K -$203K -679 -31%
AFP
647
Ausdal Financial Partners
Iowa
$403K +$187K +624 +69%
APP
648
Alpha Paradigm Partners
Illinois
$401K -$467K -1,561 -51%
CAPTRUST Financial Advisors
649
CAPTRUST Financial Advisors
North Carolina
$396K +$53.5K +179 +14%
LAM
650
Lynch Asset Management
Pennsylvania
$395K +$449K +1,500 New