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