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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
451
Blueprint Investment Partners
North Carolina
$225K +$245K +4,375 New
FTDI
452
First Trust Direct Indexing
Massachusetts
$224K +$504 +9 +0.2%
ASN
453
Advisory Services Network
Georgia
$222K -$45.9K -819 -16%
NP
454
Ninepoint Partners
Ontario, Canada
$222K +$242K +4,326 New
MG
455
Meritage Group
California
$220K +$239K +4,273 New
CWC
456
Carolinas Wealth Consulting
North Carolina
$217K +$952 +17 +0.4%
SWM
457
SeaCrest Wealth Management
New York
$214K -$168 -3 -0.1%
HCM
458
Hodges Capital Management
Texas
$213K -$42K -750 -15%
DT
459
Diversified Trust
Tennessee
$213K – – –
OIA
460
OneDigital Investment Advisors
Kansas
$213K +$16.4K +293 +8%
KWM
461
Kingsview Wealth Management
Oregon
$212K +$18.3K +326 +9%
NIMI
462
Natixis Investment Managers International
France
$211K -$27.7K -494 -11%
Man Group
463
Man Group
United Kingdom
$209K – – –
SFI
464
Siemens Fonds Invest
Germany
$209K – – –
FMAEN1
465
Fund Management at Engine No 1
California
$207K +$36.5K +652 +19%
TAM
466
Tocqueville Asset Management
New York
$206K -$29.6K -529 -12%
PS
467
Planned Solutions
California
$205K -$112K -2,000 -33%
HTC
468
Haverford Trust Company
Pennsylvania
$202K – – –
NSEDCP
469
NJ State Employees Deferred Compensation Plan
New Jersey
$202K – – –
SWM
470
Selective Wealth Management
Virginia
$200K +$34.1K +609 +19%
LS
471
Livforsakringsbolaget Skandia
Sweden
$198K -$106K -1,900 -33%
AG
472
AIA Group
Hong Kong
$191K – – –
EI
473
Ellevest Inc
New York
$176K +$33.1K +591 +21%
LC
474
Lindbrook Capital
California
$167K +$19.3K +344 +12%
CWM
475
CarsonAllaria Wealth Management
Illinois
$153K +$56 +1 +0%