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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
626
First Trust Direct Indexing
Massachusetts
$441K -$8.67K -29 -2%
CAAS
627
Capital Asset Advisory Services
Michigan
$441K +$62.8K +210 +14%
WPP
628
Whalerock Point Partners
Rhode Island
$440K +$277K +925 +124%
SAM
629
SP Asset Management
California
$439K
VA
630
Valmark Advisers
Ohio
$435K -$227K -758 -31%
PA
631
Profund Advisors
Maryland
$434K +$17.9K +60 +4%
SB
632
Strategic Blueprint
Georgia
$433K +$20K +67 +4%
ASGS
633
Alpha Square Group S
New York
$432K +$490K +1,640 New
B
634
Barings
North Carolina
$432K +$491K +1,641 New
9WM
635
9258 Wealth Management
Ohio
$431K +$60.1K +201 +14%
SWA
636
SFMG Wealth Advisors
Texas
$422K +$177K +592 +59%
BFO
637
Boston Family Office
Massachusetts
$421K +$161K +537 +51%
NWM
638
Nauset Wealth Management
Connecticut
$421K +$479K +1,600 New
PFA
639
Paradigm Financial Advisors
Missouri
$420K
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$420K +$155K +518 +48%
GAA
641
Green Alpha Advisors
Colorado
$408K -$411K -1,374 -47%
TSS
642
Two Sigma Securities
New York
$408K -$250K -837 -35%
SFI
643
Siemens Fonds Invest
Germany
$406K +$226K +754 +97%
PSUF
644
People's United Financial
Connecticut
$405K -$203K -679 -31%
AFP
645
Ausdal Financial Partners
Iowa
$403K +$187K +624 +69%
APP
646
Alpha Paradigm Partners
Illinois
$401K -$467K -1,561 -51%
CAPTRUST Financial Advisors
647
CAPTRUST Financial Advisors
North Carolina
$396K +$53.5K +179 +14%
LAM
648
Lynch Asset Management
Pennsylvania
$395K +$449K +1,500 New
BJL
649
Brighton Jones LLC
Washington
$391K +$70.6K +236 +19%
Lazard Asset Management
650
Lazard Asset Management
New York
$390K -$1.17M -3,920 -73%