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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
226
Cornerstone Investment Partners
Georgia
$298K +$312K +6,345 New
AWCI
227
Alpine Woods Capital Investors
New York
$294K +$308K +6,275 New
Jones Financial Companies
228
Jones Financial Companies
Missouri
$281K +$245K +4,985 +333%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$272K +$33K +672 +13%
SA
230
Sanctuary Advisors
Indiana
$270K +$1.92K +39 +0.7%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$268K
Tudor Investment Corp
232
Tudor Investment Corp
Connecticut
$266K +$279K +5,674 New
CTC
233
Cetera Trust Company
Minnesota
$265K
AI
234
Atria Investments
North Carolina
$256K +$268K +5,465 New
DnB Asset Management
235
DnB Asset Management
Norway
$255K +$267K +5,438 New
MML Investors Services
236
MML Investors Services
Massachusetts
$250K +$41.7K +849 +19%
KeyBank National Association
237
KeyBank National Association
Ohio
$248K +$59.4K +1,210 +30%
Vanguard Personalized Indexing Management
238
Vanguard Personalized Indexing Management
California
$240K +$20K +407 +9%
VA
239
Vident Advisory
Georgia
$239K -$147K -3,001 -37%
PWG
240
Portside Wealth Group
Utah
$235K +$246K +5,010 New
ICA
241
Infrastructure Capital Advisors
New York
$233K +$244K +4,962 New
HSBC Holdings
242
HSBC Holdings
United Kingdom
$233K -$281K -5,726 -53%
PA
243
Pinnacle Associates
New York
$228K +$239K +4,861 New
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$236K +4,811 New
ECM
245
Everence Capital Management
Indiana
$208K +$16.2K +330 +8%
WANY
246
Wealthspire Advisors (New York)
New York
$207K +$216K +4,405 New
CIM
247
Cambria Investment Management
California
$202K -$28.1K -572 -12%
US Bancorp
248
US Bancorp
Minnesota
$184K -$30.4K -619 -14%
BTD
249
BankPlus Trust Department
Mississippi
$164K -$31.3K -638 -15%
KBC Group
250
KBC Group
Belgium
$147K