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Name Holding Trade Value Shares
Change
Change in
Stake
Equitable Holdings
826
Equitable Holdings
New York
$446K +$53.5K +225 +14%
TLP
827
Trinity Legacy Partners
Texas
$445K +$117K +491 +36%
PT
828
Plimoth Trust
Massachusetts
$443K -$54.7K -230 -11%
SC
829
SRB Corp
Massachusetts
$442K -$15.5K -65 -3%
FA
830
FDx Advisors
Illinois
$439K +$431K +1,811 New
WI
831
Wahed Invest
New York
$439K +$48.5K +204 +13%
FI
832
Financial Insights
Washington
$438K +$176K +742 +70%
Koshinski Asset Management
833
Koshinski Asset Management
Illinois
$438K -$4.28K -18 -1%
FAN
834
Financial Advisors Network
California
$438K +$49.2K +207 +13%
LC
835
Lindbrook Capital
California
$438K +$15.2K +64 +4%
Washington Trust
836
Washington Trust
Rhode Island
$437K – – –
Bradley Foster & Sargent
837
Bradley Foster & Sargent
Connecticut
$437K -$47.6K -200 -10%
DWM
838
Dorchester Wealth Management
Quebec, Canada
$436K – – –
Haverford Trust Company
839
Haverford Trust Company
Pennsylvania
$436K +$40.2K +169 +10%
Johnson Investment Counsel
840
Johnson Investment Counsel
Ohio
$434K -$13.3K -56 -3%
SIMG
841
Sonora Investment Management Group
Arizona
$430K – – –
LIM
842
Longfellow Investment Management
Massachusetts
$428K -$344K -1,447 -45%
VWA
843
V Wealth Advisors
Kansas
$428K +$8.09K +34 +2%
ADL
844
Asset Dedication LLC
California
$427K -$5K -21 -1%
NQWM
845
Northwest Quadrant Wealth Management
Oregon
$427K +$1.67K +7 +0.4%
CSB
846
City State Bank
Iowa
$425K – – –
WDA
847
Wendell David Associates
New Hampshire
$425K – – –
1SB
848
1ST Source Bank
Indiana
$425K -$476 -2 -0.1%
CP
849
Castleview Partners
Texas
$424K +$15.9K +67 +4%
SCM
850
SKBA Capital Management
California
$424K – – –