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Name Holding Trade Value Shares
Change
Change in
Stake
BOM
201
Bank of Marin
California
$346K +$265K +7,581 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$340K +$261K +7,470 New
DC
203
Diametric Capital
Massachusetts
$336K -$322K -9,211 -56%
FB
204
Fulton Bank
Pennsylvania
$333K +$255K +7,308 New
FA
205
FDx Advisors
Illinois
$328K +$252K +7,206 New
Royal London Asset Management
206
Royal London Asset Management
United Kingdom
$319K +$244K +7,000 New
HA
207
Harbor Advisors
Florida
$308K +$236K +6,750 New
ACM
208
AlphaCrest Capital Management
New York
$293K -$284K -8,129 -56%
EGA
209
Eagle Global Advisors
Texas
$287K -$71.6K -2,050 -25%
Franklin Resources
210
Franklin Resources
California
$282K +$216K +6,202 New
AAM
211
Advisors Asset Management
Colorado
$280K +$39.1K +1,121 +22%
KAS
212
Kestra Advisory Services
Texas
$278K +$211K +6,037 New
Federated Hermes
213
Federated Hermes
Pennsylvania
$269K +$6.49K +186 +3%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$268K -$8.06K -231 -4%
BUB
215
BBVA USA Bancshares
Texas
$268K +$205K +5,871 New
BWCS
216
Beirne Wealth Consulting Services
Connecticut
$265K +$203K +5,821 New
SW
217
SVB Wealth
Massachusetts
$256K +$196K +5,609 New
BIM
218
Bogle Investment Management
Massachusetts
$251K +$192K +5,500 New
CB
219
Cadence Bank
Mississippi
$243K +$186K +5,329 New
GAM
220
Gotham Asset Management
New York
$232K +$178K +5,088 New
OFS
221
OneAscent Financial Services
Alabama
$228K -$157K -4,497 -47%
RC
222
RBF Capital
California
$228K +$175K +5,000 New
UR
223
USCA RIA
Texas
$228K +$175K +5,000 New
IB
224
Intrust Bank
Kansas
$226K +$173K +4,960 New
RJT
225
Raymond James Trust
Florida
$221K +$170K +4,857 New