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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
526
Leonteq Securities AG
Switzerland
$571K +$438K +4,139 +444%
BFG
527
Bleakley Financial Group
New Jersey
$570K +$112K +1,060 +26%
SS
528
Simplicity Solutions
Minnesota
$570K +$111K +1,050 +26%
FTDI
529
First Trust Direct Indexing
Massachusetts
$564K +$218K +2,059 +70%
CSI
530
Cross Staff Investments
New York
$563K +$529K +5,000 New
DWM
531
Dakota Wealth Management
Florida
$561K +$78.9K +746 +18%
CIM
532
Contravisory Investment Management
Massachusetts
$560K +$526K +4,974 New
HH
533
Hilltop Holdings
Texas
$557K -$635 -6 -0.1%
CG
534
Caprock Group
Idaho
$555K +$8.04K +76 +2%
CAAS
535
Capital Asset Advisory Services
Michigan
$552K -$5.5K -52 -1%
PFS
536
Prospera Financial Services
Texas
$550K +$21.6K +204 +4%
WPW
537
Waldron Private Wealth
Pennsylvania
$550K +$230K +2,177 +80%
FWM
538
Forza Wealth Management
Florida
$548K
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$547K -$22.8K -216 -4%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$547K +$3.49K +33 +0.7%
FMAEN1
541
Fund Management at Engine No 1
California
$547K +$98.1K +928 +23%
MCM
542
MAI Capital Management
Ohio
$539K -$33.7K -319 -6%
IAA
543
Independent Advisor Alliance
North Carolina
$537K +$95.8K +906 +23%
HDIM
544
Hanson & Doremus Investment Management
Vermont
$537K +$56.6K +535 +13%
S
545
SignatureFD
Georgia
$529K +$14.5K +137 +3%
TMAM
546
Tokio Marine Asset Management
Japan
$528K +$99K +936 +25%
RJT
547
Raymond James Trust
Florida
$522K +$490K +4,635 New
ESCM
548
Echo Street Capital Management
New York
$521K +$191K +1,802 +64%
JIC
549
Johnson Investment Counsel
Ohio
$521K -$10.3K -97 -2%
HSA
550
HBK Sorce Advisory
Pennsylvania
$519K +$26.2K +248 +6%