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Name Holding Trade Value Shares
Change
Change in
Stake
HT
251
Heritage Trust
Oklahoma
$4.25M +$176K +2,841 +4%
HPG
252
Harvest Portfolios Group
Ontario, Canada
$4.24M +$445K +7,192 +12%
SEI Investments
253
SEI Investments
Pennsylvania
$4.22M -$360K -5,819 -8%
DADC
254
D.A. Davidson & Co
Montana
$4.21M +$63.1K +1,020 +2%
BPA
255
Beacon Pointe Advisors
California
$4.21M +$1.82M +29,410 +76%
LIP
256
Lighthouse Investment Partners
Florida
$4.2M +$4.21M +68,112 New
DA
257
Duality Advisers
Florida
$4.18M -$249K -4,033 -6%
RB
258
Rodgers Brothers
Pennsylvania
$4.15M +$359K +5,800 +9%
SAM
259
Synergy Asset Management
Washington
$4.12M +$4.13M +66,704 New
CWP
260
Cyndeo Wealth Partners
Florida
$4.11M +$1.09M +17,676 +36%
AAS
261
Avantax Advisory Services
Texas
$4.07M +$354K +5,717 +9%
FDS
262
First Dallas Securities
Texas
$4.07M +$160K +2,586 +4%
ECG
263
Edge Capital Group
Georgia
$4.07M +$78.1K +1,262 +2%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$4.06M +$2.42M +39,192 +147%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$4.05M +$202K +3,270 +5%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$4.05M -$35.9K -580 -0.9%
TA
267
Tectonic Advisors
Texas
$4.01M +$552K +8,921 +16%
CL
268
COWA LLC
Oklahoma
$3.98M +$512K +8,271 +15%
MOACM
269
Mutual of America Capital Management
New York
$3.97M +$24.7K +400 +0.6%
TSW
270
Thompson Siegel & Walmsley
Virginia
$3.93M
SOADOR
271
State of Alaska Department of Revenue
Alaska
$3.93M +$131K +2,112 +3%
IFG
272
Independent Financial Group
California
$3.91M +$49.4K +798 +1%
LIM
273
Leavell Investment Management
Alabama
$3.81M -$68.5K -1,107 -2%
FI
274
Fractal Investments
Connecticut
$3.8M
BC
275
Barnett & Company
Tennessee
$3.72M