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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
451
Everence Capital Management
Indiana
$464K
CCA
452
Catalyst Capital Advisors
New York
$462K +$469K +13,000 New
KeyBank National Association
453
KeyBank National Association
Ohio
$458K -$5.44K -151 -1%
Prudential Financial
454
Prudential Financial
New Jersey
$454K -$493K -13,685 -52%
BFS
455
Bradley Foster & Sargent
Connecticut
$453K -$121K -3,350 -21%
CA
456
Clearstead Advisors
Ohio
$452K -$96.2K -2,668 -17%
TFA
457
Trinity Financial Advisors
Ohio
$452K +$22.8K +632 +5%
KIA
458
Knollwood Investment Advisory
Maryland
$448K
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$445K +$23.5K +653 +5%
CP
460
Cumberland Partners
Ontario, Canada
$444K +$451K +12,500 New
CIG
461
Cascade Investment Group
Colorado
$443K +$29.8K +828 +7%
QI
462
Qtron Investments
Massachusetts
$436K
BA
463
Bridgewater Advisors
New York
$426K -$4.61K -128 -1%
WANY
464
Wealthspire Advisors (New York)
New York
$426K +$146K +4,061 +51%
EC
465
EntryPoint Capital
New York
$424K +$430K +11,932 New
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$422K
AAM
467
AR Asset Management
California
$419K
BWM
468
Bluebird Wealth Management
Massachusetts
$406K +$412K +11,440 New
AIA
469
AssuredPartners Investment Advisors
Florida
$403K -$29.9K -829 -7%
IFG
470
Independent Financial Group
California
$399K +$112K +3,103 +38%
CIA
471
Concurrent Investment Advisors
Florida
$399K +$405K +11,244 New
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$394K +$3.96K +110 +1%
CPIG
473
Chicago Partners Investment Group
Illinois
$392K -$23.5K -652 -5%
HWM
474
HB Wealth Management
Georgia
$389K +$104K +2,874 +36%
ETC
475
Exchange Traded Concepts
Oklahoma
$388K +$14.4K +399 +4%