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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$435K +$77.3K +2,164 +21%
AF
527
Allworth Financial
California
$434K +$11.9K +332 +3%
GJIC
528
Gamble Jones Investment Counsel
California
$430K
PG
529
Pendal Group
Australia
$428K +$441K +12,332 New
DCM
530
Donaldson Capital Management
Indiana
$421K +$434K +12,152 New
AWCI
531
Alpine Woods Capital Investors
New York
$416K
CCP
532
Corient Capital Partners
California
$416K +$34.6K +968 +9%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$416K +$108K +3,032 +34%
AWM
534
AE Wealth Management
Kansas
$413K -$7.72K -216 -2%
SC
535
Sepio Capital
Utah
$412K
WCF
536
West Coast Financial
California
$408K -$74.3K -2,080 -15%
NIM
537
Northeast Investment Management
Massachusetts
$403K
GT
538
Greenleaf Trust
Michigan
$401K +$22.6K +632 +6%
EWM
539
Endurance Wealth Management
Rhode Island
$399K -$12.9K -360 -3%
YWP
540
YorkBridge Wealth Partners
New York
$394K +$33.9K +948 +9%
PA
541
Parallel Advisors
California
$391K +$22.9K +640 +6%
HBT
542
Hills Bank & Trust
Iowa
$388K
LWAM
543
Legacy Wealth Asset Management
Minnesota
$384K -$2.43K -68 -0.6%
CTA
544
Chesley Taft & Associates
Illinois
$381K -$10.7K -300 -3%
FAIM
545
Financial Advocates Investment Management
Washington
$376K +$103K +2,892 +36%
RJT
546
Raymond James Trust
Florida
$375K -$93.6K -2,620 -19%
RHBC
547
R.H. Bluestein & Co
Michigan
$374K -$78.6K -2,200 -17%
DC
548
Davenport & Co
Virginia
$370K +$102K +2,856 +37%
BAM
549
Blueshift Asset Management
New Jersey
$370K +$381K +10,656 New
EFM
550
E Fund Management
China
$368K +$379K +10,612 New