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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$272K -$224K -4,747 -42%
KeyBank National Association
402
KeyBank National Association
Ohio
$269K -$98.9K -2,100 -24%
PCM
403
Parsons Capital Management
Rhode Island
$269K -$12.3K -262 -4%
AWM
404
AE Wealth Management
Kansas
$269K -$7.21K -153 -2%
APF
405
Alaska Permanent Fund
Alaska
$269K -$3.49K -74 -1%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$269K
BFO
407
Boston Family Office
Massachusetts
$268K
KFA
408
Krane Funds Advisors
New York
$265K -$3.02K -64 -1%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$264K -$3.54M -75,067 -92%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$263K -$84.3K -1,790 -22%
TSS
411
Two Sigma Securities
New York
$257K +$291K +6,181 New
RCM
412
RNC Capital Management
California
$254K +$41K +871 +17%
CWS
413
Confluence Wealth Services
Pennsylvania
$253K -$659 -14 -0.2%
TSW
414
Thompson Siegel & Walmsley
Virginia
$252K -$127K -2,700 -31%
AP
415
Advisor Partners
California
$250K -$3.44K -73 -1%
Dodge & Cox
416
Dodge & Cox
California
$249K -$292K -6,200 -51%
PFA
417
Pathway Financial Advisors
Vermont
$249K
WTC
418
WhitTier Trust Company
Nevada
$249K
MC
419
Moors & Cabot
Massachusetts
$249K +$23.6K +500 +9%
OC
420
Oppenheimer & Co
New York
$248K -$65K -1,380 -19%
BHBT
421
Burke & Herbert Bank & Trust
Virginia
$247K -$72.5K -1,539 -21%
CBA
422
Coastal Bridge Advisors
Connecticut
$246K -$262K -5,567 -48%
JHCP
423
Jackson Hole Capital Partners
Oklahoma
$246K
CIBC World Market
424
CIBC World Market
Ontario, Canada
$244K +$277K +5,883 New
AAM
425
AR Asset Management
California
$243K