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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Semmax Financial Advisors
North Carolina
$794K +$46.1K +1,015 +7%
AT
477
American Trust
Kentucky
$793K +$682K +15,020 New
KeyBank National Association
478
KeyBank National Association
Ohio
$789K -$142K -3,134 -17%
FTDI
479
First Trust Direct Indexing
Massachusetts
$774K +$73K +1,606 +12%
HKAM
480
Horizon Kinetics Asset Management
New York
$767K -$54.5K -1,200 -8%
USAA
481
United Services Automobile Association
Texas
$760K
SPG
482
Strategic Planning Group
Utah
$755K +$650K +14,309 New
PP
483
Paloma Partners
Connecticut
$755K -$946K -20,820 -59%
KFSC
484
Keystone Financial Services (Colorado)
Colorado
$755K -$954 -21 -0.1%
CIP
485
Convergence Investment Partners
Florida
$752K +$648K +14,255 New
FHB
486
First Hawaiian Bank
Hawaii
$748K -$279K -6,150 -30%
IWC
487
Integrated Wealth Concepts
Massachusetts
$743K +$640K +14,085 New
RIM
488
Rakuten Investment Management
Japan
$737K +$575K +12,663 +979%
GAM
489
Groupama Asset Management
France
$732K -$641K -14,113 -50%
WI
490
Wintrust Investments
Illinois
$729K -$11.2K -247 -2%
CA
491
Cetera Advisors
Colorado
$727K +$323K +7,112 +107%
SC
492
Savant Capital
Illinois
$723K +$104K +2,291 +20%
TMAM
493
Tokio Marine Asset Management
Japan
$722K +$66.6K +1,467 +12%
LOAMS
494
Lombard Odier Asset Management (Switzerland)
Switzerland
$718K +$618K +13,599 New
SL
495
Sentry LLC
Tennessee
$717K -$31.8K -700 -5%
JIC
496
Johnson Investment Counsel
Ohio
$715K +$83.5K +1,839 +16%
Nomura Holdings
497
Nomura Holdings
Japan
$709K +$135K +2,963 +28%
IGAM
498
iA Global Asset Management
Quebec, Canada
$708K -$1.17M -25,790 -66%
VFA
499
Voya Financial Advisors
Connecticut
$703K +$94.5K +2,081 +18%
AC
500
AXQ Capital
New Jersey
$702K +$604K +13,300 New