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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
676
Citizens Financial Group
Rhode Island
$289K -$3.77K -148 -1%
BC
677
Burney Company
Virginia
$284K -$4.46K -175 -1%
OIS
678
OneAscent Investment Solutions
Alabama
$283K +$295K +11,587 New
SIG
679
Stonegate Investment Group
Alabama
$283K +$79.2K +3,108 +37%
OWM
680
OneAscent Wealth Management
Alabama
$280K +$292K +11,458 New
PFPT
681
Pinnacle Financial Partners (Tennessee)
Tennessee
$279K -$6.78K -266 -2%
JSSH
682
J. Safra Sarasin Holding
$279K -$1.23M -48,326 -81%
CRC
683
Curi RMB Capital
Illinois
$276K +$284K +11,158 New
GL
684
Graypoint LLC
New York
$275K +$6.22K +244 +2%
MIC
685
Meridian Investment Counsel
California
$273K -$382 -15 -0.1%
MMPW
686
Mitchell McLeod Pugh & Williams
Alabama
$273K – – –
CP
687
Capital Planning
Washington
$272K -$1.02K -40 -0.4%
SL
688
Sentry LLC
Tennessee
$270K – – –
TPA
689
Trivium Point Advisory
Connecticut
$269K -$131K -5,149 -32%
IIM
690
Ironwood Investment Management
Massachusetts
$269K -$2.75K -108 -1%
AIP
691
Ameritas Investment Partners
Nebraska
$269K +$535 +21 +0.2%
TAM
692
Trust Asset Management
Texas
$267K – – –
AAM
693
Auxier Asset Management
Oregon
$267K -$9.17K -360 -3%
IAMOG
694
Investors Asset Management of Georgia
Georgia
$266K +$26.8K +1,050 +11%
WS
695
Wedbush Securities
California
$266K -$60.7K -2,381 -18%
BOTPPF
696
Board of the Pension Protection Fund
United Kingdom
$264K +$275K +10,800 New
ST
697
Spinnaker Trust
Maine
$264K +$18.1K +710 +7%
IPWA
698
International Private Wealth Advisors
California
$263K +$71.5K +2,806 +35%
ECM
699
Evergreen Capital Management
Washington
$261K -$5.42M -212,646 -95%
OFS
700
OneAscent Financial Services
Alabama
$261K +$268K +10,512 New