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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
401
Lombard Odier Asset Management (Switzerland)
Switzerland
$931K +$867K +5,916 New
CBN
402
Cadence Bank NA
Texas
$926K -$26.1K -178 -3%
SI
403
Stephens Inc
Arkansas
$914K -$12.9K -88 -1%
VCM
404
Virtue Capital Management
Tennessee
$912K +$79.7K +544 +10%
KCM
405
Kornitzer Capital Management
Kansas
$897K +$835K +5,700 New
TI
406
Tidal Investments
Wisconsin
$895K +$598K +4,080 +253%
PWMAG
407
Pinnacle Wealth Management Advisory Group
New Jersey
$882K -$23.7K -162 -3%
RWA
408
Ropes Wealth Advisors
Massachusetts
$881K – – –
OL
409
Optas LLC
Texas
$859K -$71.8K -490 -8%
ZB
410
Zions Bancorporation
Utah
$845K +$119K +811 +18%
TP
411
Tranquility Partners
Tennessee
$827K +$123K +842 +19%
RFC
412
Regions Financial Corp
Alabama
$815K +$180K +1,225 +31%
PAS
413
Park Avenue Securities
New York
$814K +$20.5K +140 +3%
HAG
414
HighPoint Advisor Group
Illinois
$803K +$15.1K +103 +2%
S
415
SimplyRich
California
$802K – – –
PFO
416
Pathstone Family Office
New Jersey
$801K +$346K +2,364 +87%
P
417
Pitcairn
Pennsylvania
$800K +$45.7K +312 +7%
Vanguard Personalized Indexing Management
418
Vanguard Personalized Indexing Management
California
$793K +$107K +731 +17%
WCA
419
Windsor Creek Advisors
Vermont
$787K – – –
CF
420
Copperwynd Financial
Arizona
$787K +$2.49K +17 +0.3%
SAM
421
Silvercrest Asset Management
New York
$765K +$191K +1,305 +37%
KeyBank National Association
422
KeyBank National Association
Ohio
$758K -$410K -2,797 -37%
AAM
423
Arabesque Asset Management
United Kingdom
$755K +$703K +4,800 New
RJT
424
Raymond James Trust
Florida
$746K +$1.17K +8 +0.2%
PTP
425
Platform Technology Partners
New York
$737K +$686K +4,684 New