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Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
Simplicity Wealth
New Jersey
$977K +$47.9K +1,387 +5%
PAG
277
Private Advisor Group
New Jersey
$976K +$317K +9,171 +46%
NYLIM
278
New York Life Investment Management
New York
$959K +$170K +4,934 +21%
AI
279
Atria Investments
North Carolina
$956K +$979K +28,363 New
WF
280
Welch & Forbes
Massachusetts
$952K -$34.5K -1,000 -3%
TCM
281
Tributary Capital Management
Nebraska
$908K -$21.4K -621 -2%
VNA
282
Valley National Advisers
Pennsylvania
$887K -$100K -2,907 -10%
LRIC
283
Long Road Investment Counsel
Michigan
$887K
AT
284
Arden Trust
Delaware
$877K +$33.9K +982 +4%
UCI
285
Uncommon Cents Investing
Wisconsin
$874K -$3.45K -100 -0.4%
M&T Bank
286
M&T Bank
New York
$868K -$35 -1 -0%
SAM
287
S.A. Mason
Michigan
$851K +$128K +3,700 +17%
TWD
288
True Wealth Design
Ohio
$845K +$4.94K +143 +0.6%
X
289
Xponance
Pennsylvania
$839K -$102K -2,956 -11%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$834K -$41.3K -1,197 -5%
KAS
291
Kestra Advisory Services
Texas
$811K +$126K +3,648 +18%
Prudential Financial
292
Prudential Financial
New Jersey
$810K -$5.08M -147,018 -86%
LA
293
Legacy Advisors
Pennsylvania
$803K +$11.1K +322 +1%
GC
294
Guggenheim Capital
Illinois
$796K -$454K -13,157 -36%
JA
295
JLB & Associates
Michigan
$794K -$29K -840 -3%
CB
296
Cadence Bank
Mississippi
$787K
AG
297
Algert Global
California
$786K -$3.26M -94,522 -80%
LI
298
LVZ Inc
Michigan
$766K -$24.2K -700 -3%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$762K +$251K +7,255 +47%
MFG
300
Merit Financial Group
Georgia
$746K +$16.4K +474 +2%