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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Strategy Asset Managers
California
$660K +$643K +19,140 New
MERSOM
527
Municipal Employees' Retirement System of Michigan
Michigan
$658K +$9.4K +280 +1%
DWT
528
Dorsey & Whitney Trust
South Dakota
$656K -$37K -1,102 -5%
CPA
529
Cowen Prime Advisors
New York
$650K -$311K -9,253 -33%
WAM
530
Wealthspire Advisors (Maryland)
Maryland
$648K -$95.7K -2,850 -13%
LOAMS
531
Lombard Odier Asset Management (Switzerland)
Switzerland
$643K -$1.56M -46,318 -71%
EH
532
Employers Holdings
Nevada
$643K
Rafferty Asset Management
533
Rafferty Asset Management
New York
$643K +$271K +8,078 +76%
CA
534
Cornerstone Advisory
Maryland
$640K +$30.4K +906 +5%
CCP
535
Corient Capital Partners
California
$637K +$71.2K +2,120 +13%
KeyBank National Association
536
KeyBank National Association
Ohio
$626K -$54.7K -1,630 -8%
FBA
537
Front Barnett Associates
Illinois
$620K
NB
538
Northwest Bancshares
Pennsylvania
$619K
BOTW
539
Bank of the West
California
$619K +$25.6K +762 +4%
GBT
540
Grove Bank & Trust
Florida
$614K +$145K +4,321 +32%
BRWA
541
B. Riley Wealth Advisors
Florida
$613K +$15.9K +473 +3%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$611K -$498K -14,838 -46%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$594K
MML Investors Services
544
MML Investors Services
Massachusetts
$591K -$272K -8,094 -32%
PFSC
545
Peoples Financial Services Corp
Pennsylvania
$591K
Los Angeles Capital Management
546
Los Angeles Capital Management
California
$590K -$49K -1,458 -8%
SC
547
Scotia Capital
Ontario, Canada
$587K +$291K +8,673 +104%
V
548
VeraBank
Texas
$583K +$11.8K +351 +2%
SACTSONJ
549
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$580K
AAS
550
Avantax Advisory Services
Texas
$580K +$28.9K +860 +5%