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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
451
Luther King Capital Management (LKCM)
Texas
$307K -$15.8K -284 -5%
CM
452
Castleark Management
Illinois
$304K – – –
CA
453
CastleArk Alternatives
Illinois
$304K +$320K +5,775 New
BC
454
Burney Company
Virginia
$301K – – –
HW
455
Hancock Whitney
Mississippi
$299K -$98.7K -1,778 -24%
BL
456
Balentine LLC
Georgia
$299K +$115K +2,066 +57%
DILIC
457
Dai-ichi Life Insurance Company
Japan
$298K – – –
WT
458
Whittier Trust
California
$286K -$5.61K -101 -2%
FRM
459
Fox Run Management
Connecticut
$286K +$302K +5,441 New
WS
460
Wedbush Securities
California
$283K – – –
VVP
461
Venture Visionary Partners
Ohio
$272K +$287K +5,175 New
RWP
462
RWA Wealth Partners
Massachusetts
$270K – – –
DA
463
Denali Advisors
California
$268K -$25K -450 -8%
MC
464
Moors & Cabot
Massachusetts
$268K +$83.2K +1,500 +42%
Cetera Investment Advisers
465
Cetera Investment Advisers
Illinois
$266K -$87.5K -1,576 -24%
FMLI
466
Fukoku Mutual Life Insurance
Japan
$264K +$45.8K +825 +20%
Parallax Volatility Advisers
467
Parallax Volatility Advisers
California
$259K +$167K +3,015 +159%
SIM
468
Sentry Investment Management
Wisconsin
$255K -$39.2K -707 -13%
NA
469
NewEdge Advisors
Louisiana
$254K -$10.4K -188 -4%
Federated Hermes
470
Federated Hermes
Pennsylvania
$254K -$1.61K -29 -0.6%
BBHC
471
Brown Brothers Harriman & Co
New York
$254K – – –
PAS
472
Park Avenue Securities
New York
$250K +$264K +4,757 New
CAM
473
Close Asset Management
United Kingdom
$249K – – –
HPWM
474
Highland Private Wealth Management
Washington
$248K -$3.33K -60 -1%
MWPCG
475
Measured Wealth Private Client Group
New Hampshire
$245K -$59K -1,063 -19%