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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$850K +$800K +7,833 New
CIA
452
Capital Investment Advisors
Georgia
$849K -$9.09K -89 -1%
MC
453
Moors & Cabot
Massachusetts
$848K -$2.55K -25 -0.3%
PA
454
Profund Advisors
Maryland
$848K +$112K +1,095 +16%
FMWA
455
Forvis Mazars Wealth Advisors
Missouri
$835K -$9.8K -96 -1%
VHAM
456
Van Hulzen Asset Management
California
$826K – – –
VFM
457
Viking Fund Management
North Dakota
$825K – – –
VIA
458
Vident Investment Advisory
Georgia
$819K -$11.9K -117 -2%
CW
459
CreativeOne Wealth
Kansas
$815K +$766K +7,505 New
WG
460
Winton Group
United Kingdom
$814K -$1.25M -12,247 -62%
GC
461
Grace Capital
Massachusetts
$814K +$174K +1,700 +29%
SWP
462
Stratos Wealth Partners
Ohio
$813K -$186K -1,822 -20%
FFA
463
First Foundation Advisors
California
$812K -$18.6K -182 -2%
AIA
464
Avalon Investment & Advisory
Texas
$797K -$204 -2 -0%
AWM
465
AE Wealth Management
Kansas
$797K +$45K +441 +6%
CA
466
Claro Advisors
Massachusetts
$786K +$3.16K +31 +0.4%
BWM
467
BerganKDV Wealth Management
Minnesota
$784K +$1.02K +10 +0.1%
LCM
468
LCM Capital Management
Illinois
$784K +$734K +7,190 New
SWM
469
Shakespeare Wealth Management
Wisconsin
$782K – – –
RBA
470
Richard Bernstein Advisors
New York
$781K – – –
BHBT
471
Burke & Herbert Bank & Trust
Virginia
$780K – – –
EH
472
Employers Holdings
Nevada
$770K – – –
OFG
473
OmniStar Financial Group
North Carolina
$770K +$14.2K +139 +2%
LWAM
474
Legacy Wealth Asset Management
Minnesota
$770K +$724K +7,096 New
AG
475
AlphaSimPlex Group
Massachusetts
$769K -$534K -5,233 -42%
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19
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