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Name Holding Trade Value Shares
Change
Change in
Stake
BP
226
Ballentine Partners
Massachusetts
$795K +$11.7K +27 +1%
PI
227
PineBridge Investments
New York
$794K -$2.25M -5,182 -70%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$791K +$535K +1,229 +118%
P
229
Pitcairn
Pennsylvania
$780K -$132K -303 -12%
Federated Hermes
230
Federated Hermes
Pennsylvania
$750K -$69.6K -160 -7%
NG
231
Norden Group
Utah
$749K +$44.8K +103 +5%
SAM
232
Securian Asset Management
Minnesota
$722K
QCM
233
Qsemble Capital Management
New York
$700K +$871K +2,003 New
Prudential Financial
234
Prudential Financial
New Jersey
$699K +$190K +437 +28%
CG
235
Cynosure Group
Utah
$673K +$294K +677 +54%
GCM
236
Graham Capital Management
Connecticut
$646K -$631K -1,450 -44%
Mariner
237
Mariner
Kansas
$646K +$11.7K +27 +1%
YMRC
238
Yorktown Management & Research Company
Virginia
$643K
AQR Capital Management
239
AQR Capital Management
Connecticut
$622K +$266K +612 +52%
USAA
240
United Services Automobile Association
Texas
$618K +$749K +1,721 New
FB
241
Fulton Bank
Pennsylvania
$602K +$83.1K +191 +12%
BOSSRA
242
B.O.S.S. Retirement Advisors
Utah
$589K -$49.6K -114 -6%
CW
243
CreativeOne Wealth
Kansas
$565K -$26.5K -61 -4%
KeyBank National Association
244
KeyBank National Association
Ohio
$564K -$251K -577 -26%
CGH
245
Crossmark Global Holdings
Texas
$563K -$76.6K -176 -10%
QCG
246
Quadrant Capital Group
Ohio
$561K +$438K +1,008 +169%
LA
247
LVW Advisors
New York
$557K -$13.9K -32 -2%
DWM
248
Diversify Wealth Management
Utah
$541K +$166K +381 +20%
Corient Private Wealth
249
Corient Private Wealth
Florida
$540K -$512K -1,176 -43%
KFP
250
KMG Fiduciary Partners
Ohio
$536K