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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
426
QS Investors
New York
$249K – – –
AI
427
AXS Investments
New York
$249K +$238K +1,095 New
FTDI
428
First Trust Direct Indexing
Massachusetts
$245K +$234K +1,074 New
SIM
429
Sentry Investment Management
Wisconsin
$244K – – –
DSAM
430
Dock Street Asset Management
Florida
$242K -$13.5K -62 -6%
PK
431
Pflug Koory
Nebraska
$239K – – –
SSB
432
Sandy Spring Bank
Maryland
$234K +$6.1K +28 +3%
EF
433
Empirical Finance
Pennsylvania
$233K +$223K +1,025 New
CWG
434
Cornerstone Wealth Group
North Carolina
$231K +$2.61K +12 +1%
TCM
435
Teza Capital Management
Illinois
$231K +$221K +1,013 New
WFI
436
West Family Investments
California
$231K +$221K +1,014 New
PI
437
Pettee Investors
Connecticut
$228K +$218K +1,000 New
MCM
438
Manchester Capital Management
Vermont
$227K – – –
FHA
439
Flagship Harbor Advisors
Massachusetts
$225K +$215K +988 New
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K +$205K +942 New
TAM
441
Trust Asset Management
Texas
$208K -$42.9K -197 -18%
ONB
442
Old National Bancorp
Indiana
$208K +$199K +913 New
PWPS
443
Pinnacle Wealth Planning Services
Ohio
$207K +$198K +909 New
WCM
444
Weld Capital Management
New York
$205K -$1.48M -6,776 -88%
MA
445
Montag & Associates
Georgia
$205K – – –
SWM
446
Spire Wealth Management
Virginia
$204K -$87.1K -400 -30%
HNB
447
Huntington National Bank
Ohio
$202K +$18.9K +87 +11%
SPIA
448
Steward Partners Investment Advisory
New York
$195K +$9.36K +43 +5%
QCG
449
Quadrant Capital Group
Ohio
$190K +$10K +46 +6%
MAM
450
Meeder Asset Management
Ohio
$186K +$19.2K +88 +12%
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