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Name Holding Trade Value Shares
Change
Change in
Stake
KDK Private Wealth Management
3626
KDK Private Wealth Management
Texas
$6.27M +$3.87M +13,542 +167%
Krane Financial Solutions
3627
Krane Financial Solutions
California
$6.27M -$40.6K -142 -0.7%
White Lighthouse Investment Management
3628
White Lighthouse Investment Management
Massachusetts
$6.26M -$143K -501 -2%
GLR Partners
3629
GLR Partners
Maryland
$6.26M +$310K +1,084 +5%
Primoris Wealth Advisors
3630
Primoris Wealth Advisors
Florida
$6.26M +$11.2K +39 +0.2%
WJ Financial Advisors
3631
WJ Financial Advisors
Connecticut
$6.25M +$1.43K +5 +0%
AGP Franklin
3632
AGP Franklin
Tennessee
$6.25M +$161K +564 +3%
Successful Portfolios
3633
Successful Portfolios
Florida
$6.25M -$41.8K -146 -0.7%
Whalen Wealth Management
3634
Whalen Wealth Management
Nevada
$6.24M -$808K -2,824 -12%
CCA
3635
Cypress Capital Advisors
Tennessee
$6.24M -$50.3K -176 -0.8%
Wolff Wiese Magana
3636
Wolff Wiese Magana
California
$6.24M +$1.44M +5,022 +30%
Affinity Investment Advisors
3637
Affinity Investment Advisors
California
$6.23M -$293K -1,023 -5%
B
3638
Bayban
Minnesota
$6.22M +$434K +1,517 +8%
RS Crum Inc
3639
RS Crum Inc
California
$6.22M +$283K +990 +5%
Convergence Investment Partners
3640
Convergence Investment Partners
Florida
$6.22M -$3.24M -11,344 -35%
Ogorek Anthony Joseph
3641
Ogorek Anthony Joseph
New York
$6.21M +$29.5K +103 +0.5%
Massachusetts Wealth Management
3642
Massachusetts Wealth Management
Massachusetts
$6.2M -$42.9K -150 -0.7%
Banco de Sabadell
3643
Banco de Sabadell
Florida
$6.2M +$65.2K +228 +1%
Core Wealth Advisors (Florida)
3644
Core Wealth Advisors (Florida)
Florida
$6.2M +$828K +2,894 +16%
Snider Financial Group
3645
Snider Financial Group
Washington
$6.2M -$2.44M -8,544 -29%
Orrstown Financial Services
3646
Orrstown Financial Services
Pennsylvania
$6.19M -$283K -989 -4%
Emprise Bank
3647
Emprise Bank
Kansas
$6.17M -$124K -432 -2%
American Capital Advisory
3648
American Capital Advisory
Idaho
$6.17M -$4.29K -15 -0.1%
Bouvel Investment Partners
3649
Bouvel Investment Partners
Pennsylvania
$6.17M -$93.8K -328 -2%
Cedarwood Wealth
3650
Cedarwood Wealth
Colorado
$6.17M +$10.3K +36 +0.2%