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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
2126
Indie Asset Partners
Indiana
$280K
SRC
2127
Stone Run Capital
New York
$279K
FAG
2128
Financial Advisory Group
Texas
$279K +$250 +1 +0.1%
Loomis, Sayles & Company
2129
Loomis, Sayles & Company
Massachusetts
$278K -$28.2K -113 -10%
GCM
2130
Gallacher Capital Management
Colorado
$277K +$26K +104 +11%
BOH
2131
Bank of Hawaii
Hawaii
$277K +$25.5K +102 +11%
BC
2132
Barrett & Company
Rhode Island
$277K +$998 +4 +0.4%
AWM
2133
Abound Wealth Management
Tennessee
$276K +$4.99K +20 +2%
DP
2134
Denver PWM
Colorado
$276K +$16.7K +67 +7%
MWM
2135
Marion Wealth Management
Pennsylvania
$275K
BP
2136
BCK Partners
New York
$275K +$255K +1,022 New
BFWA
2137
Benchmark Financial Wealth Advisors
Florida
$273K +$254K +1,017 New
KI
2138
Kapitalo Investimentos
Brazil
$273K +$254K +1,017 New
KWA
2139
KCS Wealth Advisory
California
$273K -$191K -764 -43%
PCMC
2140
Private Capital Management (Colorado)
Colorado
$272K +$252K +1,011 New
OHWP
2141
Oak Harbor Wealth Partners
North Carolina
$272K +$3.24K +13 +1%
KCFA
2142
Key Client Fiduciary Advisors
New Jersey
$271K +$1.25K +5 +0.5%
SIA
2143
Sit Investment Associates
Minnesota
$271K
KA
2144
KLCM Advisors
Wisconsin
$271K +$12.5K +50 +5%
KCM
2145
Kaye Capital Management
California
$271K +$250 +1 +0.1%
PSCM
2146
Per Stirling Capital Management
Texas
$271K -$3.49K -14 -1%
TAM
2147
Trillium Asset Management
Massachusetts
$270K -$3K -12 -1%
SGCA
2148
Steel Grove Capital Advisors
Tennessee
$270K -$26K -104 -9%
FNWM
2149
Financial Network Wealth Management
Utah
$269K
JWWM
2150
Johnson & White Wealth Management
Pennsylvania
$269K +$250K +1,000 New