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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
376
Kestra Advisory Services
Texas
$240K +$11K +179 +5%
FG
377
Foster Group
Iowa
$238K – – –
XT
378
XTX Topco
Cayman Islands
$235K +$223K +3,631 New
HPC
379
HM Payson & Co
Maine
$233K – – –
SP
380
Symmetry Partners
Connecticut
$232K – – –
RB
381
Renasant Bank
Mississippi
$226K +$214K +3,489 New
MS
382
Madden Securities
Texas
$225K +$212K +3,465 New
CI
383
Cigna Investments
Connecticut
$220K -$68.8K -1,122 -25%
JWCA
384
J.W. Cole Advisors
Florida
$220K +$208K +3,394 New
FZCM
385
Flynn Zito Capital Management
New York
$219K +$207K +3,372 New
WANY
386
Wealthspire Advisors (New York)
New York
$219K +$207K +3,375 New
BFA
387
Brown Financial Advisory
Alabama
$219K +$207K +3,377 New
IRF
388
IBM Retirement Fund
New York
$218K -$13.9K -227 -6%
SI
389
Stephens Inc
Arkansas
$217K +$205K +3,343 New
AWM
390
Altium Wealth Management
New York
$217K +$205K +3,348 New
SIA
391
Schechter Investment Advisors
Michigan
$217K +$205K +3,351 New
OL
392
Optas LLC
Texas
$215K +$204K +3,326 New
WA
393
Wealth Architects
California
$214K +$202K +3,294 New
RPWA
394
Regent Peak Wealth Advisors
Georgia
$212K +$200K +3,264 New
MGP
395
Metis Global Partners
California
$212K +$200K +3,265 New
PP
396
Paloma Partners
Connecticut
$207K -$717K -11,702 -79%
LWAC
397
Laurel Wealth Advisors (California)
California
$205K +$194K +3,168 New
MC
398
Machina Capital
France
$205K +$194K +3,170 New
CCMD
399
Cypress Capital Management (Delaware)
Delaware
$204K +$193K +3,150 New
HIC
400
Holderness Investments Company
North Carolina
$202K +$191K +3,120 New
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