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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1001
Prudential plc
United Kingdom
$3.56M -$1.47M -11,532 -30%
KFS
1002
Keynote Financial Services
Connecticut
$3.56M -$12.7K -100 -0.4%
SC
1003
SummitTX Capital
Texas
$3.55M +$3.41M +26,790 New
WSC
1004
Wellington Shields & Co
New York
$3.55M
PDL
1005
Portfolio Design Labs
California
$3.55M +$396K +3,115 +13%
GWM
1006
Gibbs Wealth Management
Georgia
$3.54M +$483K +3,796 +17%
SW
1007
StrongBox Wealth
Missouri
$3.53M +$1.25M +9,801 +58%
BOH
1008
Bank of Hawaii
Hawaii
$3.52M
SWP
1009
Sagespring Wealth Partners
Tennessee
$3.52M +$352K +2,763 +12%
HI
1010
Horizon Investments
North Carolina
$3.5M +$137K +1,074 +4%
HAIM
1011
Hunter Associates Investment Management
Pennsylvania
$3.5M -$47.7K -375 -1%
SFS
1012
Stiles Financial Services
Minnesota
$3.48M +$47.1K +370 +1%
TG
1013
TCW Group
California
$3.48M +$155K +1,218 +5%
PT
1014
Plimoth Trust
Massachusetts
$3.48M -$498K -3,915 -13%
LCG
1015
Lynx Capital Group
Ohio
$3.47M +$667K +5,242 +25%
BHIA
1016
Birch Hill Investment Advisors
Massachusetts
$3.46M -$16.9K -133 -0.5%
GLA
1017
Good Life Advisors
Pennsylvania
$3.46M +$9.04K +71 +0.3%
IAN
1018
Integrated Advisors Network
Texas
$3.45M +$780K +6,131 +31%
SFO
1019
Stokes Family Office
Louisiana
$3.45M +$3.56K +28 +0.1%
CBA
1020
Coastal Bridge Advisors
Connecticut
$3.44M +$3.3M +25,925 New
SAMC
1021
Spectrum Asset Management (California)
California
$3.42M -$28.1K -221 -0.8%
SSA
1022
SSA Swiss Advisors
$3.42M +$3.36M +26,386 New
HIA
1023
Harbor Investment Advisory
Maryland
$3.42M -$81.2K -638 -2%
TFA
1024
Teamwork Financial Advisors
Texas
$3.41M +$3.28M +25,740 New
MAM
1025
Mystic Asset Management
Rhode Island
$3.41M -$9.42K -74 -0.3%