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KBH

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
401
Bell Investment Advisors
California
$5.65K -$2.96K -38 -31%
FFO
402
Fortitude Family Office
Arizona
$5.32K – – –
PWMG
403
Prestige Wealth Management Group
New Jersey
$4.93K -$856 -11 -13%
UB
404
UMB Bank
Missouri
$4.73K -$9.49K -122 -63%
JWA
405
JFS Wealth Advisors
Pennsylvania
$4.4K -$700 -9 -12%
VWM
406
Venturi Wealth Management
Texas
$4.27K +$5.06K +65 New
GWSA
407
Global Wealth Strategies & Associates
Colorado
$3.88K – – –
HCP
408
Hexagon Capital Partners
Arkansas
$3.68K -$934 -12 -18%
HNW
409
High Note Wealth
Minnesota
$3.48K +$4.12K +53 New
FHA
410
First Horizon Advisors
Tennessee
$3.45K -$467 -6 -10%
RIL
411
Rothschild Investment LLC
Illinois
$3.29K -$1.95K -25 -33%
CYG
412
Clean Yield Group
Vermont
$2.17K – – –
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$1.84K -$233 -3 -10%
HHGA
414
Halbert Hargrove Global Advisors
California
$1.64K +$1.95K +25 New
W
415
WealthCollab
Washington
$1.58K – – –
SC
416
Stance Capital
Massachusetts
$1.45K +$1.71K +22 New
SIC
417
SJS Investment Consulting
Ohio
$1.38K -$311 -4 -16%
S
418
Sachetta
Massachusetts
$1.38K – – –
AAP
419
Arax Advisory Partners
Colorado
$1.38K +$856 +11 +110%
DPW
420
DiNuzzo Private Wealth
Pennsylvania
$1.18K – – –
CAL
421
Capital Advisors Ltd
Ohio
$1K – – –
PMAM
422
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
BBHC
423
Brown Brothers Harriman & Co
New York
$920 – – –
DRP
424
Decker Retirement Planning
Utah
$920 +$1.09K +14 New
SS
425
SBI Securities
Japan
$920 +$1.09K +14 New
15 16
17
18 19