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KB Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SVB Wealth
Massachusetts
$324K +$12.7K +270 +5%
AWM
152
Aprio Wealth Management
Georgia
$324K +$48.6K +1,029 +20%
AGC
153
Aspen Grove Capital
Colorado
$317K -$16.6K -352 -6%
AllianceBernstein
154
AllianceBernstein
Tennessee
$316K -$754K -15,984 -72%
M&T Bank
155
M&T Bank
New York
$309K +$280K +5,931 New
SGA
156
Strategic Global Advisors
California
$305K +$277K +5,860 New
VFO
157
Virtus Family Office
Texas
$295K
CIM
158
Confluence Investment Management
Missouri
$287K +$28.9K +612 +12%
SCP
159
Sivia Capital Partners
California
$286K -$1.89K -40 -0.7%
LC
160
Lindbrook Capital
California
$278K +$23.6K +501 +10%
BHPW
161
Beverly Hills Private Wealth
California
$270K +$245K +5,184 New
FIM
162
Freedom Investment Management
Connecticut
$261K -$54.7K -1,159 -19%
BAMF
163
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$235K +4,985 New
CWM
164
Congress Wealth Management
Massachusetts
$247K +$224K +4,753 New
SCM
165
Shelton Capital Management
Colorado
$246K -$10.6K -225 -5%
SI
166
Seeds Investor
New York
$240K +$218K +4,613 New
AP
167
Adero Partners
California
$240K +$217K +4,609 New
OMC
168
Old Mission Capital
Illinois
$225K +$204K +4,330 New
OCBCO
169
Oversea-Chinese Banking Corp (OCBC)
Singapore
$220K +$199K +4,227 New
Allianz Asset Management
170
Allianz Asset Management
Germany
$216K +$196K +4,151 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$211K +$191K +4,048 New
RJFSA
172
Raymond James Financial Services Advisors
Florida
$210K -$97.3K -2,062 -34%
FAFN
173
First Affirmative Financial Network
Colorado
$209K +$190K +4,018 New
AWM
174
Avior Wealth Management
Nebraska
$205K +$184K +3,896 +9,276%
TRCT
175
Tower Research Capital (TRC)
New York
$186K +$2.64K +56 +2%