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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
251
Evolve Private Wealth
California
$310K +$333K +15,514 New
HR
252
Hardy Reed
Mississippi
$310K
UCFA
253
United Capital Financial Advisors
Texas
$307K +$74.6K +3,470 +29%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307K +$37.4K +1,739 +13%
GHAM
255
Gilman Hill Asset Management
Connecticut
$304K +$327K +15,227 New
VFA
256
Valeo Financial Advisors
Indiana
$304K +$103K +4,784 +46%
TIA
257
Trust Investment Advisors
Indiana
$300K
SACTSONJ
258
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$293K
SI
259
Stirlingshire Investments
New York
$290K +$312K +14,503 New
MCCA
260
Mill Creek Capital Advisors
Pennsylvania
$288K
VOYA Investment Management
261
VOYA Investment Management
Georgia
$280K -$37.5K -1,743 -11%
AIM
262
Advyzon Investment Management
Illinois
$279K +$300K +13,978 New
SS
263
SBI Securities
Japan
$272K +$12.8K +594 +5%
MFG
264
Merit Financial Group
Georgia
$269K -$411K -19,140 -59%
EP
265
Essential Partners
California
$264K -$135K -6,265 -32%
TIM
266
Triad Investment Management
California
$262K +$282K +13,104 New
KeyBank National Association
267
KeyBank National Association
Ohio
$260K -$12K -559 -4%
CAM
268
Columbia Asset Management
Michigan
$260K +$37.9K +1,765 +16%
CNTOF
269
Canandaigua National Trust of Florida
New York
$259K +$279K +12,967 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$259K -$48.4K -2,253 -15%
AUB
271
Atlantic Union Bankshares
Virginia
$248K -$41.5K -1,929 -13%
BBHC
272
Brown Brothers Harriman & Co
New York
$246K -$14.8K -689 -5%
CCMG
273
Clark Capital Management Group
Pennsylvania
$245K
FPAS
274
Focus Partners Advisor Solutions
Missouri
$243K -$669K -31,133 -72%
LIM
275
Letson Investment Management
Georgia
$240K -$255K -11,860 -50%