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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$399K +$372K +17,303 New
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$398K -$1.38K -64 -0.4%
Ensign Peak Advisors
253
Ensign Peak Advisors
Utah
$394K
SAM
254
Sagewood Asset Management
New York
$389K +$362K +16,844 New
JEST
255
JTC Employer Solutions Trustee
Jersey
$386K
SVWAG
256
Sound View Wealth Advisors Group
Georgia
$385K
AUB
257
Atlantic Union Bankshares
Virginia
$383K +$90.6K +4,216 +34%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$381K +$355K +16,500 New
WT
259
Whittier Trust
California
$379K
EPW
260
Evolve Private Wealth
California
$378K +$18.3K +852 +5%
LSA
261
Leonteq Securities AG
Switzerland
$371K -$86.1K -4,008 -20%
KeyBank National Association
262
KeyBank National Association
Ohio
$367K +$62.5K +2,906 +22%
DC
263
Davenport & Co
Virginia
$364K -$401K -18,662 -54%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$363K
WG
265
Winton Group
United Kingdom
$362K -$331K -15,400 -50%
UCFA
266
United Capital Financial Advisors
Texas
$361K +$6.19K +288 +2%
HR
267
Hardy Reed
Mississippi
$358K
GC
268
Guggenheim Capital
Illinois
$356K +$332K +15,446 New
PCA
269
Pallas Capital Advisors
Massachusetts
$351K +$327K +15,198 New
FIA
270
FNY Investment Advisers
New York
$348K -$10.2K -475 -3%
MAS
271
Meeder Advisory Services
Ohio
$348K +$324K +15,064 New
TIA
272
Trust Investment Advisors
Indiana
$346K
VA
273
VestGen Advisors
Illinois
$343K +$66K +3,073 +31%
SI
274
Stirlingshire Investments
New York
$341K +$5.85K +272 +2%
X
275
Xponance
Pennsylvania
$337K +$92.4K +4,300 +42%