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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$315K +$25.9K +396 +10%
BMSSC
527
B. Metzler seel. Sohn & Co
Germany
$312K – – –
WAM
528
Walker Asset Management
Missouri
$306K +$2.29K +35 +0.8%
VFA
529
Valeo Financial Advisors
Indiana
$304K +$8.25K +126 +3%
PA
530
Probity Advisors
Texas
$299K -$1.57K -24 -0.6%
PI
531
PFG Investments
New York
$297K +$1.11K +17 +0.4%
Artisan Partners
532
Artisan Partners
Wisconsin
$297K – – –
HIS
533
Horizon Investment Services
Indiana
$297K +$4.12K +63 +1%
BJL
534
Brighton Jones LLC
Washington
$293K +$5.37K +82 +2%
SS
535
Sound Stewardship
Kansas
$292K – – –
EB
536
Eastern Bank
Massachusetts
$292K +$17.6K +269 +7%
TWP
537
Triad Wealth Partners
Kansas
$292K -$6.67K -102 -2%
MG
538
Mather Group
Illinois
$286K +$59.9K +916 +28%
STA
539
Summit Trail Advisors
New York
$285K -$182K -2,776 -40%
BDF
540
Black Diamond Financial
Maryland
$281K +$654 +10 +0.2%
SPIA
541
Steward Partners Investment Advisory
New York
$281K +$13.1K +200 +5%
MSA
542
MUFG Securities Americas
New York
$281K +$44.2K +676 +20%
KB
543
Kimelman & Baird
New York
$280K – – –
KIA
544
KCM Investment Advisors
California
$280K -$124K -1,892 -32%
EWM
545
Empirical Wealth Management
Washington
$279K +$265K +4,042 New
CC
546
Callan Capital
California
$275K +$16.8K +257 +7%
BTC
547
Bank & Trust Company
Illinois
$274K -$4.06K -62 -2%
AFT
548
Alpha Family Trust
California
$274K – – –
TCOK
549
Trust Company of Kansas
Kansas
$271K -$102K -1,560 -28%
GWM
550
Geneos Wealth Management
Colorado
$271K +$81.6K +1,247 +47%