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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1951
Kathmere Capital Management
Pennsylvania
$18M +$1.48M +6,632 +9%
BFPW
1952
BOK Financial Private Wealth
Colorado
$18M -$213K -952 -1%
SOS
1953
Silver Oak Securities
Tennessee
$18M +$3.38M +15,136 +24%
FCA
1954
Fortis Capital Advisors
Kansas
$18M +$677K +3,033 +4%
AC
1955
Apella Capital
Connecticut
$17.9M +$280K +1,255 +2%
BAM
1956
Bell Asset Management
Australia
$17.9M -$27.9M -124,835 -62%
LG
1957
Leuthold Group
Minnesota
$17.9M -$3.73M -16,715 -18%
RFG
1958
RFP Financial Group
Georgia
$17.9M -$1.45M -6,504 -8%
IPAM
1959
ICICI Prudential Asset Management
India
$17.9M +$2.6M +11,628 +18%
LD
1960
Lipe & Dalton
New York
$17.9M -$255K -1,141 -1%
TPCM
1961
Two Point Capital Management
New York
$17.9M +$113K +505 +0.7%
APW
1962
Austin Private Wealth
Texas
$17.8M +$83.7K +375 +0.5%
FFS
1963
Founders Financial Securities
Maryland
$17.8M -$3.23M -14,455 -16%
IFS
1964
Ifrah Financial Services
Arkansas
$17.8M -$44.2K -198 -0.3%
HI
1965
Humankind Investments
New York
$17.8M -$423K -1,894 -2%
AOWM
1966
Alpha Omega Wealth Management
Virginia
$17.8M -$512K -2,291 -3%
SGA
1967
Strategic Global Advisors
California
$17.7M -$436K -1,951 -2%
CA
1968
Crane Advisory
California
$17.7M +$13.8M +61,738 +369%
BIC
1969
Beach Investment Counsel
Pennsylvania
$17.7M -$218K -975 -1%
CT
1970
Clearstead Trust
Maine
$17.7M +$77.9K +349 +0.5%
FNWM
1971
Financial Network Wealth Management
Utah
$17.7M -$100K -450 -0.6%
AB
1972
Atlas Brown
Kentucky
$17.6M -$13.4K -60 -0.1%
RIA
1973
Realta Investment Advisors
Delaware
$17.6M -$16.3M -73,030 -49%
PWA
1974
Physician Wealth Advisors
Utah
$17.6M +$74.4K +333 +0.4%
DDPIC
1975
Deroy & Devereaux Private Investment Counsel
Michigan
$17.6M -$649K -2,907 -4%