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Name Holding Trade Value Shares
Change
Change in
Stake
AP
851
Americana Partners
Texas
$466K -$46.3K -877 -9%
KFA
852
Krane Funds Advisors
New York
$463K +$6.6K +125 +1%
NB
853
Northwest Bancshares
Pennsylvania
$460K -$30.8K -584 -6%
TT
854
TI-Trust
Illinois
$460K
CT
855
Chicago Trust
Illinois
$460K -$18.7K -354 -4%
SAM
856
Silvercrest Asset Management
New York
$459K -$13.2K -251 -3%
VI
857
Versor Investments
New York
$459K -$1.45M -27,466 -77%
MSFS
858
Main Street Financial Solutions
Pennsylvania
$458K -$1.9K -36 -0.4%
OA
859
Operose Advisors
Wisconsin
$455K +$67K +1,270 +18%
FC
860
FORA Capital
Florida
$454K +$438K +8,306 New
SWM
861
Spire Wealth Management
Virginia
$453K +$13.5K +256 +3%
Fayez Sarofim & Co
862
Fayez Sarofim & Co
Texas
$452K +$55.5K +1,051 +15%
WFM
863
Wolff Financial Management
Michigan
$452K +$437K +8,270 New
WPC
864
Wedmont Private Capital
Pennsylvania
$450K -$42.5K -806 -9%
RRA
865
Round Rock Advisors
Connecticut
$447K +$83.2K +1,576 +24%
PIM
866
Penobscot Investment Management
Massachusetts
$443K
PFBT
867
Parkside Financial Bank & Trust
Missouri
$442K +$58.5K +1,109 +16%
SLI
868
Sumitomo Life Insurance
Japan
$439K -$3.85K -73 -0.9%
JF
869
Joule Financial
Kentucky
$439K +$34.8K +660 +9%
HIP
870
HUB Investment Partners
Texas
$438K +$100K +1,901 +31%
FFM
871
Forum Financial Management
Illinois
$438K +$14.5K +275 +4%
VT
872
Vise Technologies
New York
$436K +$217K +4,104 +106%
LWM
873
Laidlaw Wealth Management
New York
$435K -$24.9K -472 -6%
CIS
874
Custom Index Systems
New York
$434K +$419K +7,939 New
IAS
875
Insigneo Advisory Services
Florida
$432K +$65.2K +1,236 +19%