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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Atomi Financial Group
New York
$466K -$45.4K -1,260 -9%
ECM
452
Everence Capital Management
Indiana
$464K – – –
CCA
453
Catalyst Capital Advisors
New York
$462K +$469K +13,000 New
KeyBank National Association
454
KeyBank National Association
Ohio
$458K -$5.44K -151 -1%
Prudential Financial
455
Prudential Financial
New Jersey
$454K -$493K -13,685 -52%
BFS
456
Bradley Foster & Sargent
Connecticut
$453K -$121K -3,350 -21%
CA
457
Clearstead Advisors
Ohio
$452K -$96.2K -2,668 -17%
TFA
458
Trinity Financial Advisors
Ohio
$452K +$22.8K +632 +5%
KIA
459
Knollwood Investment Advisory
Maryland
$448K – – –
BMSSC
460
B. Metzler seel. Sohn & Co
Germany
$445K +$23.5K +653 +5%
CP
461
Cumberland Partners
Ontario, Canada
$444K +$451K +12,500 New
CIG
462
Cascade Investment Group
Colorado
$443K +$29.8K +828 +7%
QI
463
Qtron Investments
Massachusetts
$436K – – –
BA
464
Bridgewater Advisors
New York
$426K -$4.61K -128 -1%
WANY
465
Wealthspire Advisors (New York)
New York
$426K +$146K +4,061 +51%
EC
466
EntryPoint Capital
New York
$424K +$430K +11,932 New
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$422K – – –
AAM
468
AR Asset Management
California
$419K – – –
BWM
469
Bluebird Wealth Management
Massachusetts
$406K +$412K +11,440 New
AIA
470
AssuredPartners Investment Advisors
Florida
$403K -$29.9K -829 -7%
IFG
471
Independent Financial Group
California
$399K +$112K +3,103 +38%
CIA
472
Concurrent Investment Advisors
Florida
$399K +$405K +11,244 New
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$394K +$3.96K +110 +1%
CPIG
474
Chicago Partners Investment Group
Illinois
$392K -$23.5K -652 -5%
HWM
475
HB Wealth Management
Georgia
$389K +$104K +2,874 +36%