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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
451
Peoples Financial Services Corp
Pennsylvania
$282K +$230K +313 +626%
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$281K -$25.8K -35 -9%
IOOF
453
Independent Order of Foresters
Ontario, Canada
$279K -$155K -210 -37%
PI
454
Putnam Investments
Massachusetts
$275K -$34.6K -47 -12%
KLI
455
Kelman-Lazarov Inc
Tennessee
$271K -$29.4K -40 -10%
PG
456
Pendal Group
Australia
$271K -$624K -848 -71%
SO
457
STRS Ohio
Ohio
$265K – – –
KeyBank National Association
458
KeyBank National Association
Ohio
$261K -$736 -1 -0.3%
QI
459
QS Investors
New York
$261K – – –
JT
460
Jump Trading
Illinois
$261K +$248K +337 New
CAM
461
Cypress Asset Management
Texas
$260K -$36.8K -50 -13%
FMW
462
Farr Miller & Washington
District of Columbia
$260K – – –
AAM
463
Alphadyne Asset Management
New York
$256K +$243K +330 New
Truist Financial
464
Truist Financial
North Carolina
$239K +$2.21K +3 +1%
SB
465
Simmons Bank
Arkansas
$239K +$227K +308 New
WAM
466
Wealthspire Advisors (Maryland)
Maryland
$237K +$51.5K +70 +30%
BIM
467
Bridges Investment Management
Nebraska
$233K – – –
JIC
468
Joel Isaacson & Co
New York
$233K – – –
PCMC
469
Paragon Capital Management (Colorado)
Colorado
$233K – – –
TI
470
Truepoint Inc
Ohio
$233K – – –
Qube Research & Technologies (QRT)
471
Qube Research & Technologies (QRT)
United Kingdom
$232K +$220K +299 New
CT
472
Cambridge Trust
Massachusetts
$231K -$11K -15 -5%
SL
473
Signition LP
New York
$227K -$139K -189 -39%
AW
474
Alpha Windward
Massachusetts
$227K – – –
CQS
475
Credential Qtrade Securities
$224K +$213K +289 New