Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$642K -$255K -1,158 -28%
V
527
ViaWealth
Kansas
$636K – – –
AAM
528
Azzad Asset Management
Virginia
$632K -$264K -1,198 -29%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$630K -$9.69K -44 -2%
EDRH
530
Edmond de Rothschild Holding
Switzerland
$623K – – –
CIBC World Market
531
CIBC World Market
Ontario, Canada
$622K -$11.5K -52 -2%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$612K -$49.1K -223 -7%
BPA
533
Beacon Pointe Advisors
California
$612K -$387K -1,757 -39%
OC
534
Oppenheimer & Co
New York
$605K +$13K +59 +2%
FHA
535
First Horizon Advisors
Tennessee
$602K +$5.07K +23 +0.8%
MC
536
Montag & Caldwell
Georgia
$601K +$175K +793 +40%
FPFS
537
First Personal Financial Services
North Carolina
$596K -$11K -50 -2%
SSWM
538
Sheets Smith Wealth Management
North Carolina
$594K -$177K -805 -23%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$589K +$1.54K +7 +0.3%
PMA
540
Prudent Man Advisors
Illinois
$579K +$10.4K +47 +2%
CPIA
541
Cornell Pochily Investment Advisors
New York
$569K -$49.6K -225 -8%
GT
542
Greenleaf Trust
Michigan
$564K -$15.4K -70 -3%
TIA
543
Trust Investment Advisors
Indiana
$559K -$1.98K -9 -0.4%
DSC
544
Duncker Streett & Co
Missouri
$556K +$88.1K +400 +19%
QL
545
Quarry LP
New York
$556K +$549K +2,493 +4,794%
SC
546
Saybrook Capital
North Carolina
$546K – – –
NCFG
547
New Century Financial Group
New Jersey
$545K +$38.5K +175 +8%
GBT
548
Grove Bank & Trust
Florida
$544K +$512K +2,323 +1,375%
RG
549
Renaissance Group
Kentucky
$543K -$7.05K -32 -1%
EFS
550
Essex Financial Services
Connecticut
$530K -$55.3K -251 -9%