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Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Ascent Group
Virginia
$436K -$272K -6,574 -40%
PFPG
252
Pinnacle Financial Partners (Georgia)
Georgia
$421K +$400K +9,650 New
BTI
253
Blue Trust Inc
Georgia
$418K -$14.7K -354 -4%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$416K -$19.1K -462 -5%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$415K
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$409K -$249K -6,025 -39%
DIP
257
Davis Investment Partners
North Carolina
$402K -$15.2K -366 -4%
X
258
Xponance
Pennsylvania
$401K -$77.2K -1,864 -17%
Vanguard Personalized Indexing Management
259
Vanguard Personalized Indexing Management
California
$387K +$24.6K +594 +7%
EIA
260
Eastover Investment Advisors
North Carolina
$385K -$4.97K -120 -1%
PCA
261
Pallas Capital Advisors
Massachusetts
$385K -$316K -7,633 -46%
FA
262
Fiduciary Alliance
South Carolina
$383K +$18.5K +448 +5%
SCP
263
Sivia Capital Partners
California
$375K +$356K +8,602 New
WBWA
264
William B. Walkup & Associates
South Carolina
$372K +$28.9K +699 +9%
GT
265
Glenmede Trust
Pennsylvania
$369K +$350K +8,466 New
WAM
266
Weiss Asset Management
Massachusetts
$369K +$350K +8,458 New
SC
267
Syon Capital
California
$361K +$342K +8,269 New
ASN
268
Advisory Services Network
Georgia
$359K +$580 +14 +0.2%
GFA
269
Gallagher Fiduciary Advisors
Illinois
$351K -$21.7K -525 -6%
MML Investors Services
270
MML Investors Services
Massachusetts
$351K +$333K +8,040 New
WAM
271
Wolverine Asset Management
Illinois
$349K +$331K +8,000 New
WIA
272
World Investment Advisors
California
$349K -$405K -9,789 -55%
BOSSRA
273
B.O.S.S. Retirement Advisors
Utah
$347K -$15.2K -366 -4%
Federated Hermes
274
Federated Hermes
Pennsylvania
$346K -$36.4K -879 -10%
MIM
275
MTM Investment Management
South Carolina
$343K