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Name Holding Trade Value Shares
Change
Change in
Stake
EH
301
Equitable Holdings
New York
$389K +$41.9K +417 +13%
SF
302
Summit Financial
New Jersey
$386K -$24.5K -244 -6%
CGH
303
Crossmark Global Holdings
Texas
$384K +$41.4K +412 +13%
VCA
304
Verdence Capital Advisors
Maryland
$381K +$17.4K +173 +5%
CHAM
305
Clear Harbor Asset Management
Connecticut
$381K +$147K +1,461 +70%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$378K +$53.5K +532 +18%
CM
307
Crestline Management
Texas
$376K +$353K +3,515 New
PCA
308
Pallas Capital Advisors
Massachusetts
$375K +$342K +3,399 New
IWC
309
Integrated Wealth Concepts
Massachusetts
$372K -$48.6K -484 -12%
BHCM
310
Brevan Howard Capital Management
Jersey
$367K -$1.7M -16,957 -83%
HPC
311
HM Payson & Co
Maine
$366K -$70.4K -700 -17%
AG
312
AIA Group
Hong Kong
$364K -$593K -5,896 -63%
LIM
313
Loudon Investment Management
New Hampshire
$355K -$102K -1,011 -23%
FB
314
Fulton Bank
Pennsylvania
$355K +$22.2K +221 +7%
JCM
315
Jacobi Capital Management
Pennsylvania
$355K +$83.6K +832 +34%
OTL
316
Oak Thistle LLC
New York
$352K +$42.9K +427 +15%
William Blair Investment Management
317
William Blair Investment Management
Illinois
$346K -$2.71K -27 -0.8%
SSG
318
Summit Securities Group
New York
$342K -$131K -1,300 -29%
BFG
319
Beacon Financial Group
Texas
$342K -$35K -348 -10%
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$340K -$78K -776 -20%
TI
321
Tidal Investments
Wisconsin
$337K +$12.9K +128 +4%
HNB
322
Huntington National Bank
Ohio
$334K +$242K +2,407 +335%
TPA
323
Trivium Point Advisory
Connecticut
$332K -$24.9K -248 -8%
QCM
324
QRG Capital Management
Illinois
$330K +$71.5K +711 +30%
ILI
325
Invesco LLC (Illinois)
Illinois
$326K