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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
451
SPC Financial Inc
Maryland
$684K +$18.2K +300 +4%
KA
452
Kintegral Advisory
New York
$672K
HPC
453
Hobart Private Capital
North Carolina
$667K +$504K +8,314 New
QI
454
QS Investors
New York
$663K
Cerity Partners
455
Cerity Partners
New York
$661K +$115K +1,891 +30%
CT
456
Columbia Trust
Oregon
$658K +$214K +3,528 +75%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$651K -$40.9K -674 -8%
WB
458
WesBanco Bank
West Virginia
$648K +$489K +8,069 New
WG
459
Winton Group
United Kingdom
$639K -$556K -9,171 -54%
HH
460
Hilltop Holdings
Texas
$639K -$253K -4,169 -34%
AIM
461
Axiom Investment Management
New York
$634K +$479K +7,900 New
BF
462
BOK Financial
Oklahoma
$629K -$165K -2,719 -26%
FF
463
Fluent Financial
Texas
$627K
SFSG
464
Sound Financial Strategies Group
Mississippi
$627K +$473K +7,809 New
KPWS
465
Kestra Private Wealth Services
Texas
$624K +$183K +3,011 +63%
FMB
466
Field & Main Bank
Kentucky
$617K +$51.2K +845 +12%
CCFCSB
467
Cape Cod Five Cents Savings Bank
Massachusetts
$612K
ISWM
468
Independent Solutions Wealth Management
New York
$612K +$462K +7,622 New
PG
469
Proffitt & Goodson
Tennessee
$605K -$1.15K -19 -0.3%
BCM
470
Bluefin Capital Management
New York
$602K +$455K +7,500 New
CDH
471
Charles D. Hyman
$600K -$6.06K -100 -1%
BSA
472
Bull Street Advisors
Georgia
$600K
HW
473
Hancock Whitney
Mississippi
$597K -$5.7K -94 -1%
Lazard Asset Management
474
Lazard Asset Management
New York
$589K +$33.4K +551 +8%
BS
475
Boenning & Scattergood
Pennsylvania
$589K +$33.6K +555 +8%