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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$269K +$238K +4,354 New
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$261K -$1.04M -19,109 -82%
CWC
453
Carolinas Wealth Consulting
North Carolina
$259K -$103K -1,877 -31%
SWM
454
SeaCrest Wealth Management
New York
$258K +$5.46K +100 +2%
DT
455
Diversified Trust
Tennessee
$255K – – –
SFI
456
Siemens Fonds Invest
Germany
$251K +$6.72K +123 +3%
BSW
457
Buckingham Strategic Wealth
Missouri
$247K – – –
CCM
458
Coldstream Capital Management
Washington
$246K +$218K +3,991 New
HTC
459
Haverford Trust Company
Pennsylvania
$243K – – –
NSEDCP
460
NJ State Employees Deferred Compensation Plan
New Jersey
$243K – – –
EWA
461
EP Wealth Advisors
California
$240K +$212K +3,888 New
CC
462
Commons Capital
Massachusetts
$239K -$48.2K -883 -19%
KA
463
Kovack Advisors
Florida
$239K +$212K +3,883 New
OIA
464
OneDigital Investment Advisors
Kansas
$238K +$211K +3,856 New
IC
465
IEQ Capital
California
$237K +$210K +3,843 New
SBIA
466
Sheaff Brock Investment Advisors
Indiana
$235K +$207K +3,797 New
AR
467
Advisory Research
Illinois
$235K +$208K +3,810 New
KWM
468
Kingsview Wealth Management
Oregon
$234K +$207K +3,790 New
LWM
469
Laidlaw Wealth Management
New York
$234K +$207K +3,784 New
CGL
470
Clarius Group LLC
Washington
$231K – – –
HI
471
Horizon Investments
North Carolina
$231K +$205K +3,748 New
AssetMark Inc
472
AssetMark Inc
California
$230K +$146K +2,671 +254%
AG
473
AIA Group
Hong Kong
$229K +$76.6K +1,401 +61%
TWC
474
TD Waterhouse Canada
Ontario, Canada
$226K +$155K +2,840 +5,569%
SI
475
Stephens Inc
Arkansas
$224K +$198K +3,620 New