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Name Holding Trade Value Shares
Change
Change in
Stake
IHL
626
Investment House LLC
California
$232K +$30.1K +125 +15%
EW
627
Evoke Wealth
California
$232K +$46.9K +195 +25%
EWM
628
Elmwood Wealth Management
California
$230K – – –
FTDI
629
First Trust Direct Indexing
Massachusetts
$230K +$232K +963 New
FB
630
Fulton Bank
Pennsylvania
$230K +$232K +964 New
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$228K -$57.5K -239 -20%
FNT
632
First National Trust
Pennsylvania
$227K +$6.49K +27 +3%
SWM
633
SeaCrest Wealth Management
New York
$225K +$4.33K +18 +2%
QI
634
QS Investors
New York
$223K – – –
TWM
635
Tradition Wealth Management
Minnesota
$221K +$222K +925 New
APA
636
American Portfolios Advisors
New York
$220K +$1.92K +8 +0.9%
NIM
637
NuWave Investment Management
New Jersey
$218K +$220K +914 New
MTC
638
McDaniel Terry & Co
Texas
$217K – – –
SBH
639
Segall Bryant & Hamill
Illinois
$210K +$1.68K +7 +0.8%
VWM
640
Venturi Wealth Management
Texas
$209K -$77.4K -322 -27%
RSS
641
Rosenblum Silverman Sutton
California
$208K – – –
DC
642
Davenport & Co
Virginia
$207K +$208K +866 New
CL
643
CSS LLC
Illinois
$206K +$208K +864 New
BFM
644
Boothbay Fund Management
New York
$204K +$205K +854 New
BCA
645
Bay Colony Advisors
Massachusetts
$203K +$205K +851 New
S
646
SignatureFD
Georgia
$199K +$5.77K +24 +3%
BCPWM
647
Bradley & Co Private Wealth Management
Florida
$194K – – –
SOW
648
State of Wyoming
Wyoming
$193K +$161K +670 +486%
CA
649
Clearstead Advisors
Ohio
$181K +$12.3K +51 +7%
WWM
650
Wolff Wiese Magana
California
$177K +$4.81K +20 +3%