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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Cape Investment Advisory
Georgia
$695K -$28.2K -417 -3%
OIA
402
OneDigital Investment Advisors
Kansas
$695K +$288K +4,256 +59%
CGH
403
Crossmark Global Holdings
Texas
$691K -$13.5K -200 -2%
FAN
404
Financial Advisors Network
California
$691K -$231K -3,414 -23%
HIC
405
Holderness Investments Company
North Carolina
$690K – – –
TCPW
406
Twin City Private Wealth
North Carolina
$690K +$45.2K +668 +6%
ET
407
Equitable Trust
Tennessee
$687K -$177K -2,613 -19%
MNA
408
Manning & Napier Advisors
New York
$672K -$173K -2,555 -19%
KRS
409
Kentucky Retirement Systems
Kentucky
$671K +$1.1M +16,226 +122%
KWA
410
Kingswood Wealth Advisors
California
$663K +$62.8K +928 +9%
VT
411
Vise Technologies
New York
$661K – – –
AFG
412
Atomi Financial Group
New York
$661K -$10.1K -149 -1%
PAG
413
Private Advisor Group
New Jersey
$660K +$18.8K +278 +3%
LCM
414
Legato Capital Management
California
$657K -$1.25M -18,456 -63%
EWM
415
Empirical Wealth Management
Washington
$646K +$419K +6,195 +138%
MM
416
MQS Management
New York
$644K +$246K +3,637 +52%
Allspring Global Investments
417
Allspring Global Investments
North Carolina
$636K -$20.7K -306 -3%
LFG
418
Larson Financial Group
Missouri
$632K +$331K +4,902 +88%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$628K -$13.5K -200 -2%
1SB
420
1ST Source Bank
Indiana
$624K -$27K -400 -4%
FWCM
421
Ferguson Wellman Capital Management
Oregon
$622K -$36.5K -540 -5%
IA
422
Inspire Advisors
Idaho
$617K +$109K +1,612 +19%
SOAM
423
SBI Okasan Asset Management
Japan
$615K +$710K +10,500 New
CSP
424
Cary Street Partners
Virginia
$611K +$3.45K +51 +0.5%
MSRPS
425
Maryland State Retirement & Pension System
Maryland
$608K – – –