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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
901
Kestra Private Wealth Services
Texas
$992K -$2.08M -8,964 -67%
TCM
902
Twin Capital Management
Pennsylvania
$982K -$56.7K -244 -5%
B
903
Barings
North Carolina
$981K -$3.74M -16,098 -79%
WS
904
Wedbush Securities
California
$978K -$688K -2,959 -40%
CGL
905
Clarius Group LLC
Washington
$978K -$31.8K -137 -3%
TP
906
Tranquility Partners
Tennessee
$972K +$391K +1,681 +63%
GU
907
Georgetown University
District of Columbia
$972K +$1.01M +4,332 New
CB
908
Cadence Bank
Mississippi
$962K +$349K +1,500 +54%
CCA
909
Checchi Capital Advisers
California
$961K +$26.5K +114 +3%
KWM
910
Keebeck Wealth Management
Illinois
$960K +$66.3K +285 +7%
NB
911
Nicolet Bankshares
Wisconsin
$948K +$45.8K +197 +5%
TW
912
TrinityPoint Wealth
Connecticut
$940K +$4.42K +19 +0.5%
STC
913
Sarah T. Connolly
$926K +$959K +4,126 New
LFAS
914
Level Four Advisory Services
Texas
$923K -$51.1K -220 -5%
BAM
915
Barrett Asset Management
New York
$911K +$24.4K +105 +3%
PRC
916
Pearl River Capital
Michigan
$909K -$1.7M -7,323 -64%
PP
917
Patten & Patten
Tennessee
$909K +$374K +1,610 +66%
BCM
918
Boltwood Capital Management
California
$908K -$29.1K -125 -3%
IAA
919
Ironsides Asset Advisors
North Carolina
$906K +$120K +517 +15%
CA
920
Cornerstone Advisory
Maryland
$898K +$122K +525 +15%
ACM
921
Ayrshire Capital Management
Connecticut
$895K +$235K +1,011 +34%
GP
922
Geneva Partners
Wisconsin
$893K -$744K -3,202 -45%
ACWM
923
Adams Chetwood Wealth Management
North Carolina
$890K -$20.9K -90 -2%
BEI
924
Benjamin Edwards Inc
Missouri
$886K +$98.6K +424 +12%
GWM
925
Greenwich Wealth Management
Connecticut
$883K +$26.5K +114 +3%