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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
Aureus Asset Management
Massachusetts
$372K – – –
HTC
527
Haverford Trust Company
Pennsylvania
$372K -$37.1K -78 -9%
VI
528
Versor Investments
New York
$371K +$367K +773 New
CGH
529
Crossmark Global Holdings
Texas
$371K -$786K -1,655 -68%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$370K -$511K -1,076 -58%
EF
531
Empowered Funds
Pennsylvania
$366K – – –
NI
532
Natural Investments
California
$363K +$360K +757 New
RT
533
Rockland Trust
Massachusetts
$361K -$2.85K -6 -0.8%
CWP
534
Curated Wealth Partners
California
$361K – – –
SAM
535
Strategy Asset Managers
California
$358K +$5.23K +11 +1%
KWM
536
Kolinsky Wealth Management
New Jersey
$355K +$10.9K +23 +3%
HNB
537
Huntington National Bank
Ohio
$353K +$210K +443 +152%
ACM
538
Andina Capital Management
Utah
$352K +$8.55K +18 +3%
BAM
539
Berkshire Asset Management
Pennsylvania
$351K +$13.8K +29 +4%
LIM
540
Leavell Investment Management
Alabama
$351K – – –
BFG
541
Bleakley Financial Group
New Jersey
$351K +$8.08K +17 +2%
ALAM
542
Asahi Life Asset Management
Japan
$351K +$347K +730 New
LI
543
Lafayette Investments
Maryland
$350K – – –
BAM
544
Belpointe Asset Management
Nevada
$348K -$4.75K -10 -1%
BCI
545
Brinker Capital Investments
Pennsylvania
$348K -$23.3K -49 -6%
OPS
546
Orion Portfolio Solutions
Nebraska
$348K -$23.3K -49 -6%
NFG
547
Nations Financial Group
Iowa
$345K +$56.5K +119 +20%
PWS
548
Precision Wealth Strategies
Missouri
$340K +$1.9K +4 +0.6%
PL
549
Perpetual Ltd
Australia
$337K -$25.2K -53 -7%
VI
550
Vestcor Inc
New Brunswick, Canada
$337K -$475 -1 -0.1%