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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
551
Wimmer Associates 1
California
$286K +$58.4K +1,165 +22%
FTDI
552
First Trust Direct Indexing
Massachusetts
$285K -$79.1K -1,576 -20%
DP
553
Dearborn Partners
Illinois
$281K -$277K -5,522 -47%
MMA
554
Miracle Mile Advisors
California
$278K +$64.5K +1,286 +26%
CCP
555
Corient Capital Partners
California
$273K +$46.1K +919 +17%
DZ Bank
556
DZ Bank
Germany
$271K -$5.94M -118,500 -95%
AWM
557
AE Wealth Management
Kansas
$270K -$29.2K -583 -9%
PCM
558
Prelude Capital Management
New York
$270K +$307K +6,123 New
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$269K -$43.5K -868 -12%
RP
560
Rowlandmiller & Partners
Georgia
$266K +$903 +18 +0.3%
IIA
561
ICW Investment Advisors
Arizona
$262K +$3.71K +74 +1%
IC
562
IEQ Capital
California
$262K +$11.8K +235 +4%
CAM
563
Cypress Asset Management
Texas
$259K -$12.5K -250 -4%
SSB
564
Sandy Spring Bank
Maryland
$257K +$27.6K +550 +10%
CA
565
Cetera Advisors
Colorado
$256K -$20.7K -413 -7%
AF
566
Allworth Financial
California
$256K +$97.3K +1,939 +50%
Cetera Investment Advisers
567
Cetera Investment Advisers
Illinois
$253K +$287K +5,727 New
MAA
568
Mraz Amerine & Associates
California
$250K -$92.8K -1,850 -25%
CCMG
569
Clark Capital Management Group
Pennsylvania
$250K
VWA
570
V Wealth Advisors
Kansas
$249K -$32.3K -644 -10%
LIM
571
Longfellow Investment Management
Massachusetts
$249K
EHC
572
Everett Harris & Co
California
$248K -$11.3K -225 -4%
ACP
573
Aviance Capital Partners
Florida
$248K
HWM
574
HB Wealth Management
Georgia
$248K +$28.9K +576 +11%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$245K +$172K +3,430 +163%