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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$281K -$25.8K -35 -9%
IOOF
452
Independent Order of Foresters
Ontario, Canada
$279K -$155K -210 -37%
PI
453
Putnam Investments
Massachusetts
$275K -$34.6K -47 -12%
KLI
454
Kelman-Lazarov Inc
Tennessee
$271K -$29.4K -40 -10%
PG
455
Pendal Group
Australia
$271K -$624K -848 -71%
SO
456
STRS Ohio
Ohio
$265K
KeyBank National Association
457
KeyBank National Association
Ohio
$261K -$736 -1 -0.3%
QI
458
QS Investors
New York
$261K
JT
459
Jump Trading
Illinois
$261K +$248K +337 New
CAM
460
Cypress Asset Management
Texas
$260K -$36.8K -50 -13%
FMW
461
Farr Miller & Washington
District of Columbia
$260K
AAM
462
Alphadyne Asset Management
New York
$256K +$243K +330 New
Truist Financial
463
Truist Financial
North Carolina
$239K +$2.21K +3 +1%
SB
464
Simmons Bank
Arkansas
$239K +$227K +308 New
WAM
465
Wealthspire Advisors (Maryland)
Maryland
$237K +$51.5K +70 +30%
BIM
466
Bridges Investment Management
Nebraska
$233K
JIC
467
Joel Isaacson & Co
New York
$233K
PCMC
468
Paragon Capital Management (Colorado)
Colorado
$233K
TI
469
Truepoint Inc
Ohio
$233K
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
$232K +$220K +299 New
CT
471
Cambridge Trust
Massachusetts
$231K -$11K -15 -5%
SL
472
Signition LP
New York
$227K -$139K -189 -39%
AW
473
Alpha Windward
Massachusetts
$227K
CQS
474
Credential Qtrade Securities
$224K +$213K +289 New
MSAM
475
Moloney Securities Asset Management
Missouri
$223K +$211K +287 New