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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$429K +$30.9K +228 +8%
WJWM
502
Williams Jones Wealth Management
New York
$427K +$2.98K +22 +0.8%
IMCOOI
503
Investment Management Corp of Ontario (IMCO)
Canada
$424K -$176K -1,300 -31%
EOJOAM
504
E. Ohman J:or Asset Management
Sweden
$422K -$488K -3,600 -55%
PGIM
505
Pacific Global Investment Management
California
$421K +$15.2K +112 +4%
WPC
506
White Pine Capital
Minnesota
$420K +$677 +5 +0.2%
STA
507
Summit Trail Advisors
New York
$417K +$24.5K +181 +7%
NF
508
Nvest Financial
New Hampshire
$416K +$387K +2,855 New
PA
509
Profund Advisors
Maryland
$416K +$41.6K +307 +12%
BRWA
510
B. Riley Wealth Advisors
Florida
$416K +$130K +962 +33%
PAG
511
Private Advisor Group
New Jersey
$412K -$5.15K -38 -1%
SP
512
Stablepoint Partners
Massachusetts
$410K
MFAM
513
Motley Fool Asset Management
Virginia
$401K -$20K -148 -5%
ACA
514
Atlas Capital Advisors
Wyoming
$401K
DC
515
Davenport & Co
Virginia
$399K +$32.4K +239 +10%
AIMCA
516
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$393K
VSQM
517
V-Square Quantitative Management
Illinois
$382K +$95.6K +706 +37%
OAM
518
Oppenheimer Asset Management
New York
$376K -$26.8K -198 -7%
PTC
519
Petrus Trust Company
Texas
$370K -$130K -960 -27%
CIC
520
Carnegie Investment Counsel
Ohio
$365K -$1.08K -8 -0.3%
HI
521
Horizon Investments
North Carolina
$365K -$19.8K -146 -6%
PRC
522
Pearl River Capital
Michigan
$364K -$23.3K -172 -6%
HAM
523
Hedges Asset Management
Nevada
$364K -$6.77K -50 -2%
Vontobel Holding
524
Vontobel Holding
Switzerland
$364K -$30.7K -227 -8%
BMCM
525
Bryn Mawr Capital Management
Pennsylvania
$357K -$10.2K -75 -3%