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Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
301
American National Registered Investment Advisor
Texas
$252K
MNBTD
302
Moody National Bank Trust Division
Texas
$251K
AAS
303
Avantax Advisory Services
Texas
$237K -$188K -2,988 -47%
KBC Group
304
KBC Group
Belgium
$220K
VAS
305
Vestmark Advisory Solutions
Massachusetts
$220K +$195K +3,099 New
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$219K +$193K +3,081 New
LBD
307
Landsberg Bennett & Dubbaneh
Florida
$218K -$28.4K -453 -13%
Vanguard Personalized Indexing Management
308
Vanguard Personalized Indexing Management
California
$218K -$27.2K -434 -12%
TCM
309
Teza Capital Management
Illinois
$216K -$157K -2,504 -45%
LIM
310
Longfellow Investment Management
Massachusetts
$214K +$188K +3,000 New
CB
311
Cadence Bank
Mississippi
$213K +$188K +2,996 New
DT
312
Diversified Trust
Tennessee
$212K +$188K +2,992 New
HH
313
Hilltop Holdings
Texas
$210K +$186K +2,959 New
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$209K +$185K +2,951 New
APA
315
American Portfolios Advisors
New York
$207K +$5.71K +91 +3%
S
316
SignatureFD
Georgia
$202K +$1.88K +30 +1%
SC
317
Saturna Capital
Washington
$202K +$179K +2,850 New
ISWM
318
Independent Solutions Wealth Management
New York
$201K +$178K +2,830 New
OFS
319
OneAscent Financial Services
Alabama
$200K -$148K -2,365 -46%
HNB
320
Huntington National Bank
Ohio
$200K +$251 +4 +0.1%
MLICM
321
Metropolitan Life Insurance Company (MetLife)
New York
$181K -$6.97K -111 -4%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$181K -$20.4K -325 -11%
FMT
323
First Mercantile Trust
Tennessee
$179K +$4.39K +70 +3%
CTC
324
Central Trust Company
Missouri
$164K -$11.9K -190 -8%
OIA
325
Optimum Investment Advisors
Illinois
$163K +$131K +2,085 +970%