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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1026
KCM Investment Advisors
California
$436K +$52.6K +650 +15%
Thompson Siegel & Walmsley
1027
Thompson Siegel & Walmsley
Virginia
$435K -$9.72K -120 -2%
SWM
1028
Silverlake Wealth Management
Vermont
$434K +$1.78K +22 +0.4%
BP
1029
BBR Partners
New York
$432K -$50.2K -620 -11%
PWMAG
1030
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$21.4K +264 +6%
PSC
1031
Prentiss Smith & Co
Vermont
$431K – – –
EP
1032
Eudaimonia Partners
Tennessee
$431K -$131K -1,618 -25%
Cassaday & Co Wealth Management
1033
Cassaday & Co Wealth Management
Virginia
$431K -$3.73K -46 -0.9%
LA
1034
Lynch & Associates
Indiana
$430K -$9.72K -120 -2%
TC
1035
TwinBeech Capital
New York
$430K +$397K +4,903 New
RPWA
1036
Regent Peak Wealth Advisors
Georgia
$426K +$27K +333 +7%
CICI
1037
Capital Investment Counsel Inc
North Carolina
$426K -$21.5K -265 -5%
CBFP
1038
Cedar Brook Financial Partners
Ohio
$426K +$4.7K +58 +1%
OBWG
1039
Onyx Bridge Wealth Group
New York
$425K +$729 +9 +0.2%
AR
1040
Advisory Research
Illinois
$424K +$392K +4,838 New
First National Trust
1041
First National Trust
Pennsylvania
$422K -$1.22K -15 -0.3%
BMA
1042
Brooks Moore & Associates
Tennessee
$421K – – –
Simon Quick Advisors
1043
Simon Quick Advisors
New Jersey
$420K +$24.9K +307 +7%
MassMutual Private Wealth & Trust
1044
MassMutual Private Wealth & Trust
Connecticut
$419K +$51.6K +637 +15%
KI
1045
Kapitalo Investimentos
Brazil
$419K +$387K +4,774 New
LFA
1046
LGT Financial Advisors
Texas
$417K – – –
BBWA
1047
Bell & Brown Wealth Advisors
California
$417K +$4.21K +52 +1%
PP
1048
PDS Planning
Ohio
$416K +$63.1K +779 +20%
DFCM
1049
Dark Forest Capital Management
Puerto Rico
$416K +$325K +4,016 +555%
DI
1050
Diligent Investors
California
$413K -$10K -124 -3%