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Name Holding Trade Value Shares
Change
Change in
Stake
OL
426
Optas LLC
Texas
$815K +$1.25K +8 +0.1%
KeyBank National Association
427
KeyBank National Association
Ohio
$807K +$93.3K +599 +12%
SI
428
Stephens Inc
Arkansas
$805K -$63.5K -408 -7%
BOM
429
Bank of Marin
California
$798K -$115K -738 -12%
KFA
430
Kelleher Financial Advisors
New York
$797K +$833K +5,352 New
PWMAG
431
Pinnacle Wealth Management Advisory Group
New Jersey
$787K -$50.6K -325 -6%
SAM
432
Silvercrest Asset Management
New York
$785K +$63.2K +406 +8%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$764K -$670K -4,304 -46%
CF
434
Copperwynd Financial
Arizona
$761K +$17.4K +112 +2%
RFC
435
Regions Financial Corp
Alabama
$760K -$12.1K -78 -2%
S
436
SimplyRich
California
$760K – – –
Parallax Volatility Advisers
437
Parallax Volatility Advisers
California
$752K -$384K -2,465 -33%
P
438
Pitcairn
Pennsylvania
$749K -$9.81K -63 -1%
SC
439
Sovarnum Capital
New York
$745K +$389K +2,500 +100%
RE
440
RBC Europe
United Kingdom
$731K +$233K +1,494 +44%
RJT
441
Raymond James Trust
Florida
$715K +$9.5K +61 +1%
OFS
442
OneAscent Financial Services
Alabama
$711K +$743K +4,773 New
HAG
443
HighPoint Advisor Group
Illinois
$702K -$61K -392 -8%
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$702K +$54.7K +351 +8%
KAS
445
Kestra Advisory Services
Texas
$699K +$120K +771 +20%
IA
446
IndexIQ Advisors
New York
$695K +$35.5K +228 +5%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$695K +$479K +3,074 +193%
SIA
448
SeaBridge Investment Advisors
New Jersey
$691K +$52.8K +339 +8%
Simplex Trading
449
Simplex Trading
Illinois
$686K – – –
Creative Planning
450
Creative Planning
Kansas
$683K +$209K +1,345 +41%