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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
776
Advisory Resource Group
Oklahoma
$397K +$107K +2,445 +38%
CPC
777
Cookson Peirce & Co
Pennsylvania
$395K -$43.7K -1,000 -10%
FTDI
778
First Trust Direct Indexing
Massachusetts
$391K +$171K +3,925 +82%
EN1L
779
Engine No 1 LLC
California
$391K +$175K +4,004 +85%
LA
780
Latitude Advisors
Florida
$391K +$192K +4,395 +101%
GIA
781
Gladstone Institutional Advisory
Florida
$388K -$107K -2,451 -22%
OPS
782
Orion Portfolio Solutions
Nebraska
$388K +$57.2K +1,310 +18%
WDL
783
Well Done LLC
Michigan
$384K -$10.6K -242 -3%
AIC
784
Ameritas Investment Company
Nebraska
$384K +$106K +2,416 +39%
CW
785
CreativeOne Wealth
Kansas
$383K +$39.1K +894 +12%
IC
786
Intersect Capital
California
$382K -$320K -7,316 -46%
WJWM
787
Williams Jones Wealth Management
New York
$379K +$369K +8,450 New
CIS
788
Capital International Sarl
California
$377K -$29.1K -667 -7%
IAIM
789
International Assets Investment Management
Florida
$376K -$334K -7,637 -15%
SAG
790
Spotlight Asset Group
Illinois
$376K +$4.5K +103 +1%
AIA
791
Angeles Investment Advisors
California
$376K +$143K +3,279 +64%
GT
792
Glenmede Trust
Pennsylvania
$373K -$5.99K -137 -2%
TP
793
Tranquility Partners
Tennessee
$372K +$97.1K +2,223 +37%
BCA
794
Berman Capital Advisors
Georgia
$370K -$5.9K -135 -2%
APA
795
American Portfolios Advisors
New York
$368K +$50.5K +1,155 +16%
DT
796
Diversified Trust
Tennessee
$366K +$162K +3,713 +83%
HI
797
Harbour Investments
Wisconsin
$365K -$182K -4,174 -34%
AAS
798
Avantax Advisory Services
Texas
$365K +$78.6K +1,799 +28%
KP
799
Keel Point
Alabama
$361K +$40K +915 +13%
DP
800
Dearborn Partners
Illinois
$358K +$83.5K +1,911 +31%
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