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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$174K +$157K +10,039 New
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$174K -$1.59K -102 -1%
I
478
InterCapital
Texas
$174K -$3.36M -215,436 -96%
SG
479
Sharper & Granite
California
$174K
T
480
TrueFG
Texas
$174K
VSQM
481
V-Square Quantitative Management
Illinois
$168K -$6.36K -408 -4%
BWM
482
BlackDiamond Wealth Management
New York
$166K -$780 -50 -0.5%
CFD
483
Creative Financial Designs
Indiana
$161K -$3.12K -200 -2%
RG
484
RHL Group
Michigan
$159K +$146K +9,380 New
SPIA
485
Steward Partners Investment Advisory
New York
$153K -$216K -13,863 -61%
BCWM
486
Bartlett & Co Wealth Management
Ohio
$146K
GC
487
Gould Capital
Washington
$139K +$15.6K +1,000 +14%
HI
488
Harbour Investments
Wisconsin
$130K -$8.53K -547 -7%
GBT
489
Grove Bank & Trust
Florida
$126K
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K +$390 +25 +0.4%
CI
491
CX Institutional
Indiana
$115K +$7.17K +460 +7%
Fidelity International
492
Fidelity International
Bermuda
$114K +$12.9K +827 +14%
HP
493
Havemeyer Place
Connecticut
$113K +$101K +6,506 New
MSFP
494
Mark Sheptoff Financial Planning
Connecticut
$111K
AUB
495
Atlantic Union Bankshares
Virginia
$111K +$2.93K +188 +3%
AAS
496
Ameritas Advisory Services
Nebraska
$109K +$98.2K +6,295 New
NSIM
497
North Star Investment Management
Illinois
$109K -$2.51K -161 -3%
AAM
498
Alphadyne Asset Management
New York
$107K +$96.4K +6,179 New
TCOV
499
Trust Company of Vermont
Vermont
$104K +$93.6K +6,000 New
T
500
Tidemark
California
$97K