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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$1.2M -$157K -1,119 -11%
PA
627
PFG Advisors
Arizona
$1.2M +$9.79K +70 +0.8%
WS
628
Wedbush Securities
California
$1.19M +$7.84K +56 +0.6%
SC
629
Saturna Capital
Washington
$1.19M +$862K +6,160 +224%
AT
630
Arden Trust
Delaware
$1.19M +$7.98K +57 +0.6%
PWM
631
Penobscot Wealth Management
Maine
$1.17M +$77.8K +556 +7%
LA
632
Lifeworks Advisors
Michigan
$1.17M -$160K -1,144 -13%
RWM
633
Ritholtz Wealth Management
New York
$1.17M +$532K +3,802 +77%
WA
634
Wealth Alliance
New York
$1.16M +$321K +2,292 +36%
PP
635
Patten & Patten
Tennessee
$1.16M
IB
636
Intrust Bank
Kansas
$1.16M -$10.6K -76 -0.9%
S
637
SignatureFD
Georgia
$1.16M +$309K +2,208 +34%
AA
638
Altman Advisors
Illinois
$1.16M -$70.9K -507 -6%
CSIC
639
Clifford Swan Investment Counsel
California
$1.16M -$2.52K -18 -0.2%
LB
640
Legacy Bridge
Iowa
$1.15M
VVP
641
Venture Visionary Partners
Ohio
$1.15M +$7.28K +52 +0.6%
BFA
642
Bill Few Associates
Pennsylvania
$1.15M +$1.2M +8,595 New
SIC
643
Salem Investment Counselors
North Carolina
$1.14M +$2.38K +17 +0.2%
DI
644
DAGCO Inc
Ohio
$1.14M -$70.1K -501 -5%
BTI
645
Blue Trust Inc
Georgia
$1.14M +$276K +1,972 +28%
WP
646
WealthShield Partners
North Carolina
$1.13M +$94.7K +677 +9%
TA
647
TCM Advisors
West Virginia
$1.12M
SFO
648
Stokes Family Office
Louisiana
$1.11M -$3.08K -22 -0.3%
FTDI
649
First Trust Direct Indexing
Massachusetts
$1.11M +$15.5K +111 +1%
WFA
650
Wipfli Financial Advisors
Wisconsin
$1.11M +$1.17M +8,329 New