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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$626K +$255K +4,418 +69%
MM
252
MQS Management
New York
$624K +$430K +7,448 +154%
UCFA
253
United Capital Financial Advisors
Texas
$617K -$45.5K -787 -6%
KeyBank National Association
254
KeyBank National Association
Ohio
$615K +$59.7K +1,034 +9%
TPA
255
Trivium Point Advisory
Connecticut
$603K -$335K -5,791 -33%
NYLIM
256
New York Life Investment Management
New York
$601K +$122K +2,115 +22%
TW
257
Trajan Wealth
Arizona
$598K
SF
258
Synovus Financial
Georgia
$594K -$19.9K -345 -3%
FC
259
FORA Capital
Florida
$592K +$674K +11,668 New
Creative Planning
260
Creative Planning
Kansas
$556K +$8.72K +151 +1%
BEAM
261
Baker Ellis Asset Management
Washington
$556K -$23.1K -400 -4%
DADC
262
D.A. Davidson & Co
Montana
$553K +$31K +536 +5%
ECA
263
Elevated Capital Advisors
Utah
$552K +$629K +10,881 New
PIA
264
Pinion Investment Advisors
Kansas
$550K -$57.8K -1,000 -8%
RAM
265
Readystate Asset Management
Illinois
$542K +$617K +10,682 New
SOADOR
266
State of Alaska Department of Revenue
Alaska
$536K
X
267
Xponance
Pennsylvania
$536K -$64K -1,108 -9%
AAS
268
Avantax Advisory Services
Texas
$531K +$605K +10,469 New
Citigroup
269
Citigroup
New York
$524K -$29.8K -516 -5%
VI
270
Vestcor Inc
New Brunswick, Canada
$515K
AG
271
Algert Global
California
$502K +$572K +9,896 New
DIP
272
Davis Investment Partners
North Carolina
$501K
Federated Hermes
273
Federated Hermes
Pennsylvania
$499K -$26.9K -466 -5%
BIP
274
Brandes Investment Partners
California
$499K +$150K +2,600 +36%
Luther King Capital Management (LKCM)
275
Luther King Capital Management (LKCM)
Texas
$495K -$5.43K -94 -1%