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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
$394K +$1.49K +12 +0.4%
BS
552
Boenning & Scattergood
Pennsylvania
$393K – – –
ASN
553
Advisory Services Network
Georgia
$392K +$34.3K +276 +9%
MSR
554
Main Street Research
Connecticut
$390K -$4.72K -38 -1%
BAM
555
Beaumont Asset Management
Texas
$387K – – –
CCC
556
Chelsea Counsel Company
California
$376K +$129K +1,040 +50%
QCG
557
Quadrant Capital Group
Ohio
$374K -$2.23K -18 -0.6%
HCM
558
Howland Capital Management
Massachusetts
$374K – – –
TCM
559
Telos Capital Management
California
$373K -$2.98K -24 -0.8%
AAM
560
Aureus Asset Management
Massachusetts
$372K – – –
LCS
561
Levin Capital Strategies
New York
$372K +$137K +1,100 +55%
LNC
562
Lincoln National Corp
Pennsylvania
$369K +$745 +6 +0.2%
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$367K -$34.1K -275 -8%
RWM
564
Ritholtz Wealth Management
New York
$366K – – –
KFA
565
Krane Funds Advisors
New York
$365K -$3.85K -31 -1%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$361K -$1.16M -9,369 -76%
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$62.9K -507 -14%
DSC
568
Duncker Streett & Co
Missouri
$360K – – –
IRF
569
IBM Retirement Fund
New York
$357K -$258K -2,076 -41%
CWM
570
Circle Wealth Management
New Jersey
$353K +$365K +2,941 New
HTC
571
Haverford Trust Company
Pennsylvania
$350K – – –
TWM
572
Thrive Wealth Management
Pennsylvania
$349K +$362K +2,913 New
Members Trust
573
Members Trust
Florida
$348K – – –
SEEDPG
574
S.E.E.D. Planning Group
New York
$345K -$86.4K -696 -19%
AIP
575
Almanack Investment Partners
Pennsylvania
$340K -$1.12K -9 -0.3%