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Name Holding Trade Value Shares
Change
Change in
Stake
BF
451
BOK Financial
Oklahoma
$562K -$294K -5,086 -33%
IWA
452
IBEX Wealth Advisors
New Jersey
$560K +$601K +10,376 New
GT
453
Glenview Trust
Kentucky
$551K
PG
454
Pendal Group
Australia
$542K -$944K -16,303 -62%
PI
455
Putnam Investments
Massachusetts
$536K -$4.98K -86 -0.9%
MSE
456
MUFG Securities EMEA
United Kingdom
$525K +$536K +9,264 +2,322%
CC
457
ClearArc Capital
Ohio
$501K +$5.5K +95 +1%
BAS
458
Brown Advisory Securities
Maryland
$497K +$31.3K +540 +6%
TFS
459
TrustCore Financial Services
Tennessee
$495K +$18.5K +319 +4%
DTL
460
Dynamic Technology Lab
Singapore
$495K +$527K +9,100 New
BUB
461
BBVA USA Bancshares
Texas
$484K -$76.6K -1,323 -13%
DW
462
Domani Wealth
Pennsylvania
$480K -$26.8K -462 -5%
WT
463
Whittier Trust
California
$480K
6M
464
6 Meridian
Kansas
$476K +$1.39K +24 +0.3%
FHC
465
First Heartland Consultants
Missouri
$458K -$14.5K -250 -3%
CIC
466
Carnegie Investment Counsel
Ohio
$452K +$89.5K +1,546 +26%
GAM
467
Gotham Asset Management
New York
$443K -$82.7K -1,429 -15%
SBH
468
Segall Bryant & Hamill
Illinois
$443K -$12K -207 -2%
GC
469
Garde Capital
Washington
$442K
GT
470
Greenleaf Trust
Michigan
$433K +$19.2K +331 +4%
DIM
471
DC Investments Management
Virginia
$429K -$152K -2,632 -25%
Victory Capital Management
472
Victory Capital Management
Texas
$428K -$5.56K -96 -1%
BCM
473
Brasada Capital Management
Texas
$428K +$138K +2,380 +43%
BAM
474
Belpointe Asset Management
Nevada
$425K +$80.1K +1,384 +22%
NGA
475
Naples Global Advisors
Florida
$421K -$17.1K -295 -4%