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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1476
KCM Investment Advisors
California
$464K +$2.87K +29 +0.6%
FPL
1477
Fortress Private Ledger
North Carolina
$463K +$462K +4,664 New
SMFG
1478
Sumitomo Mitsui Financial Group
Japan
$462K +$460K +4,650 New
PDL
1479
Portfolio Design Labs
California
$460K -$833K -8,412 -64%
Vanguard National Trust
1480
Vanguard National Trust
Pennsylvania
$460K +$236K +2,380 +106%
Betterment LLC
1481
Betterment LLC
New York
$459K +$458K +4,624 New
MF
1482
Milford Funds
$459K -$1.73M -17,491 -79%
AA
1483
Advisory Alpha
Michigan
$458K +$457K +4,612 New
HBT
1484
Heartland Bank & Trust
Illinois
$457K -$9.6K -97 -2%
GSIAS
1485
Garden State Investment Advisory Services
New Jersey
$457K +$456K +4,606 New
GH
1486
GAM Holding
Switzerland
$457K -$25.1K -254 -5%
WIS
1487
Wright Investors Service
Connecticut
$457K +$456K +4,601 New
PCP
1488
Proficio Capital Partners
Massachusetts
$456K +$454K +4,590 New
LOWM
1489
Laurel Oak Wealth Management
New Jersey
$454K +$178K +1,796 +65%
AP
1490
Anchyra Partners
Georgia
$454K +$39.6K +400 +10%
LFA
1491
Legacy Financial Advisors
Kentucky
$451K -$212K -2,138 -32%
HBT
1492
Hills Bank & Trust
Iowa
$447K -$99.9K -1,009 -18%
WCA
1493
Waratah Capital Advisors
Ontario, Canada
$447K +$446K +4,504 New
TWM
1494
Tradition Wealth Management
Minnesota
$446K +$125K +1,261 +39%
PWS
1495
Proactive Wealth Strategies
Georgia
$445K -$19.8K -200 -4%
PFWA
1496
Paces Ferry Wealth Advisors
Georgia
$443K +$17K +172 +4%
SWM
1497
Segment Wealth Management
Texas
$443K -$4.36K -44 -1%
DE
1498
Defiance ETFs
New York
$442K +$71.3K +720 +21%
CI
1499
Conning Inc
Connecticut
$441K +$891 +9 +0.2%
SAM
1500
Seelaus Asset Management
New Jersey
$439K +$192K +1,944 +78%