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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1101
Legacy Financial Advisors
Kentucky
$578K +$4.55K +78 +0.9%
CP
1102
Camelot Portfolios
Ohio
$575K -$123K -2,115 -19%
CST
1103
Charles Schwab Trust
Nevada
$573K +$20.8K +357 +4%
GA
1104
GFS Advisors
Texas
$573K -$489K -8,385 -48%
BCM
1105
Boltwood Capital Management
California
$573K +$5.13K +88 +1%
CPW
1106
Cove Private Wealth
New York
$572K
SB
1107
Simmons Bank
Arkansas
$571K -$73.9K -1,267 -12%
BTI
1108
Blue Trust Inc
Georgia
$571K +$32.8K +562 +6%
WC
1109
Waterloo Capital
Texas
$571K -$1.9M -32,489 -78%
GWM
1110
GSB Wealth Management
Connecticut
$563K -$124K -2,122 -19%
SCI
1111
Silver Coast Investments
United States
$563K +$72.1K +1,236 +16%
DRD
1112
Dennis R. Delaney
$563K -$166K -2,848 -24%
FHA
1113
First Horizon Advisors
Tennessee
$561K -$47.5K -815 -8%
KAS
1114
KPP Advisory Services
Kentucky
$561K -$37.3K -640 -7%
CC
1115
Copperleaf Capital
North Carolina
$560K -$28.8K -494 -5%
LWCFA
1116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$558K -$52.7K -903 -8%
KA
1117
Kovack Advisors
Florida
$557K -$1.98K -34 -0.4%
LKIM
1118
Lawson Kroeker Investment Management
Nebraska
$557K -$80.3K -1,377 -13%
OWA
1119
Octavia Wealth Advisors
Ohio
$555K -$197K -3,374 -28%
HFS
1120
Heritage Financial Services
Massachusetts
$554K +$17.3K +296 +3%
TNBTD
1121
Trustmark National Bank Trust Department
Mississippi
$549K -$295K -5,062 -37%
SIA
1122
Strategic Investment Advisors
Michigan
$549K +$14.7K +252 +3%
FCCM
1123
First City Capital Management
Georgia
$549K -$253K -4,334 -33%
RG
1124
Rathbones Group
United Kingdom
$548K -$9.04K -155 -2%
LIA
1125
LS Investment Advisors
Michigan
$548K -$2.48M -42,576 -83%