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Name Holding Trade Value Shares
Change
Change in
Stake
TI
301
Tidal Investments
Wisconsin
$324K +$325K +2,930 New
TCOT
302
Trust Company of Toledo
Ohio
$315K +$316K +2,851 New
AA
303
ALPS Advisors
Colorado
$313K +$314K +2,830 New
FNBT
304
FineMark National Bank & Trust
Florida
$307K
PTC
305
Petrus Trust Company
Texas
$306K -$303K -2,736 -50%
SRIM
306
Saratoga Research & Investment Management
California
$305K +$2.1K +19 +0.7%
CFB
307
Cullen/Frost Bankers
Texas
$302K +$302K +2,727 New
SEI Investments
308
SEI Investments
Pennsylvania
$298K +$298K +2,693 New
KAS
309
Kestra Advisory Services
Texas
$296K -$156K -1,412 -35%
EB
310
Eastern Bank
Massachusetts
$288K
LC
311
LCNB Corp
Ohio
$279K
AWS
312
Atria Wealth Solutions
New York
$278K -$2.33K -21 -0.8%
TRIA
313
Trail Ridge Investment Advisors
Colorado
$277K -$54.1K -488 -16%
CAM
314
Cresset Asset Management
Illinois
$276K +$277K +2,499 New
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$275K -$67.8K -612 -20%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$268K -$15.4K -139 -5%
PVH
317
Psagot Value Holdings
Israel
$268K +$22.2K +200 +9%
DC
318
Davenport & Co
Virginia
$264K +$265K +2,388 New
Mitsubishi UFJ Trust & Banking
319
Mitsubishi UFJ Trust & Banking
Japan
$261K -$8.97K -81 -3%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$258K +$13.7K +124 +6%
SFP
321
Sweet Financial Partners
Minnesota
$247K +$111 +1 +0%
KeyBank National Association
322
KeyBank National Association
Ohio
$246K +$246K +2,220 New
AWM
323
AE Wealth Management
Kansas
$245K +$245K +2,211 New
IAA
324
Independent Advisor Alliance
North Carolina
$245K +$245K +2,211 New
LCWP
325
Legacy Capital Wealth Partners
Arkansas
$240K +$241K +2,173 New