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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
351
Summit X LLC
Missouri
$633K +$22.1K +1,110 +4%
WSCM
352
Wellington Shields Capital Management
New York
$617K +$24.9K +1,250 +5%
CCM
353
Coldstream Capital Management
Washington
$593K -$6.46K -324 -1%
PFS
354
Prospera Financial Services
Texas
$580K +$72.1K +3,614 +17%
KPF
355
K2 Principal Fund
Ontario, Canada
$578K +$491K +24,618 New
GCM
356
Graham Capital Management
Connecticut
$578K +$492K +24,645 New
MLA
357
My Legacy Advisors
Oregon
$572K +$486K +24,365 New
BAM
358
Belpointe Asset Management
Nevada
$556K -$28K -1,403 -6%
Janney Montgomery Scott
359
Janney Montgomery Scott
Pennsylvania
$549K -$1.99M -99,551 -81%
PWS
360
Peterson Wealth Services
Utah
$537K +$14K +702 +3%
Brown Advisory
361
Brown Advisory
Maryland
$532K -$500K -25,090 -53%
PIA
362
Pinion Investment Advisors
Kansas
$532K -$3.45K -173 -0.8%
IMRF
363
Illinois Municipal Retirement Fund
Illinois
$528K
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$527K
IA
365
IFP Advisors
Florida
$521K +$419K +21,008 +315%
RFC
366
Regions Financial Corp
Alabama
$515K -$97.7K -4,900 -18%
VHAM
367
Van Hulzen Asset Management
California
$514K -$3.99K -200 -0.9%
GT
368
Greenleaf Trust
Michigan
$511K -$9.33K -468 -2%
HA
369
Harbor Advisors
Florida
$510K
KAS
370
Kestra Advisory Services
Texas
$488K -$53.8K -2,698 -12%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$487K -$3.54M -177,636 -89%
M&T Bank
372
M&T Bank
New York
$484K +$48.3K +2,420 +13%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$478K -$713K -35,749 -64%
VDI
374
Vaughan David Investments
Illinois
$473K
NI
375
NFC Investments
Tennessee
$470K -$19.9K -1,000 -5%