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Name Holding Trade Value Shares
Change
Change in
Stake
HP
676
Havemeyer Place
Connecticut
$2.06M +$190K +723 +11%
IWC
677
Integrated Wealth Concepts
Massachusetts
$2.06M +$284K +1,079 +17%
PG
678
Patten Group
Tennessee
$2.05M -$43.7K -166 -2%
KCM
679
Kornitzer Capital Management
Kansas
$2.04M +$812K +3,082 +73%
PAS
680
Park Avenue Securities
New York
$2.03M -$465K -1,765 -20%
MYIA
681
Mount Yale Investment Advisors
Colorado
$2.02M +$627K +2,381 +49%
MFS
682
Mattson Financial Services
Michigan
$2M -$338K -1,282 -15%
EHWM
683
Eads & Heald Wealth Management
Georgia
$1.98M -$96.7K -367 -5%
RSWM
684
Robertson Stephens Wealth Management
California
$1.97M +$2.9K +11 +0.2%
LPT
685
Legacy Private Trust
Wisconsin
$1.95M
AFG
686
Atomi Financial Group
New York
$1.95M -$131K -497 -7%
OC
687
Oppenheimer & Co
New York
$1.93M +$405K +1,536 +28%
SC
688
Stance Capital
Massachusetts
$1.93M +$516K +1,959 +39%
SAM
689
Smartleaf Asset Management
Massachusetts
$1.93M
MFWP
690
Mosaic Family Wealth Partners
Missouri
$1.91M +$1.8M +6,844 New
Capital World Investors
691
Capital World Investors
California
$1.9M -$403M -1,529,573 -100%
GLR
692
Great Lakes Retirement
Ohio
$1.89M +$77.2K +293 +5%
VIA
693
Virtus Investment Advisers
Connecticut
$1.88M +$13.2K +50 +0.7%
HW
694
Hancock Whitney
Mississippi
$1.85M -$191K -725 -10%
IIA
695
ICW Investment Advisors
Arizona
$1.85M -$4.21K -16 -0.2%
NWMG
696
Nicholson Wealth Management Group
South Carolina
$1.85M -$27.7K -105 -2%
HBT
697
Hills Bank & Trust
Iowa
$1.85M -$51.1K -194 -3%
Massachusetts Financial Services
698
Massachusetts Financial Services
Massachusetts
$1.84M +$175K +663 +11%
GLA
699
Great Lakes Advisors
Illinois
$1.84M -$130K -493 -7%
PTC
700
Private Trust Company
Ohio
$1.83M -$193K -731 -10%