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Name Holding Trade Value Shares
Change
Change in
Stake
SS
351
Simplicity Solutions
Minnesota
$392K +$393K +9,754 New
FT
352
Fiduciary Trust
Massachusetts
$381K -$6K -149 -2%
Aviva
353
Aviva
United Kingdom
$377K -$1.03M -25,653 -73%
AG
354
Ascent Group
Virginia
$373K -$27.2K -674 -7%
FIM
355
Freedom Investment Management
Connecticut
$368K +$368K +9,142 New
CANY
356
Caxton Associates (New York)
New York
$366K +$366K +9,095 New
AF
357
Allworth Financial
California
$363K +$1.21K +30 +0.3%
SCP
358
Sender Company & Partners
New York
$361K +$362K +8,983 New
FWIA
359
Fort Washington Investment Advisors
Ohio
$359K
DT
360
Diversified Trust
Tennessee
$354K +$355K +8,813 New
QCM
361
Qsemble Capital Management
New York
$354K +$354K +8,800 New
BWP
362
BSW Wealth Partners
Colorado
$353K -$6.12K -152 -2%
IC
363
IEQ Capital
California
$351K +$1.33K +33 +0.4%
Bank Julius Baer & Co
364
Bank Julius Baer & Co
Switzerland
$346K +$218K +5,420 +170%
LCM
365
Linker Capital Management
Kentucky
$326K
VCA
366
Verdence Capital Advisors
Maryland
$326K +$327K +8,106 New
NYLIM
367
New York Life Investment Management
New York
$321K +$8.86K +220 +3%
NA
368
NewEdge Advisors
Louisiana
$318K -$53.6K -1,330 -15%
SW
369
SVB Wealth
Massachusetts
$316K -$67.4K -1,674 -18%
IAG
370
Investment Advisory Group
Massachusetts
$304K -$20.9K -518 -6%
ACA
371
Atlas Capital Advisors
Wyoming
$298K +$277K +6,888 +1,310%
SI
372
Stephens Inc
Arkansas
$290K -$55.8K -1,384 -16%
IEFM
373
IQ EQ Fund Management
Ireland
$290K
TFS
374
Thoroughbred Financial Services
Tennessee
$288K -$4.47K -111 -2%
GT
375
Greenleaf Trust
Michigan
$288K -$4.11K -102 -1%