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Name Holding Trade Value Shares
Change
Change in
Stake
LW
801
Linscomb Wealth
Texas
$1.57M +$37K +542 +2%
DA
802
Doliver Advisors
Texas
$1.57M -$57.4K -842 -3%
CH
803
Canton Hathaway
Rhode Island
$1.56M +$218K +3,205 +16%
BHA
804
Beech Hill Advisors
New York
$1.55M +$40.6K +595 +3%
TCBWMS
805
Texas Capital Bank Wealth Management Services
Texas
$1.54M +$373K +5,473 +31%
QC
806
Qalhat Capital
British Virgin Islands
$1.53M – – –
SCA
807
Sage Capital Advisors
South Dakota
$1.53M +$3.68K +54 +0.2%
CCC
808
Chelsea Counsel Company
California
$1.53M -$48.1K -705 -3%
HIA
809
Harbor Investment Advisory
Maryland
$1.52M -$72.1K -1,058 -4%
1SB
810
1ST Source Bank
Indiana
$1.52M -$161K -2,367 -9%
SYBT
811
Stock Yards Bank & Trust
Kentucky
$1.52M -$121K -1,773 -7%
DTL
812
Dynamic Technology Lab
Singapore
$1.52M +$827K +12,132 +114%
KF
813
Krilogy Financial
Missouri
$1.52M +$66.6K +977 +4%
SWP
814
Stratos Wealth Partners
Ohio
$1.52M -$1.3M -19,095 -46%
GL
815
GHE LLC
Tennessee
$1.52M +$60.9K +893 +4%
LDB
816
Lee, Danner & Bass
Tennessee
$1.51M -$214K -3,141 -12%
KeyBank National Association
817
KeyBank National Association
Ohio
$1.51M -$282K -4,136 -15%
FFN
818
Focus Financial Network
Minnesota
$1.49M +$181K +2,653 +13%
SLI
819
Sumitomo Life Insurance
Japan
$1.49M -$360K -5,280 -19%
IIM
820
INTECH Investment Management
Florida
$1.49M -$264K -3,879 -15%
KPWS
821
Kestra Private Wealth Services
Texas
$1.46M -$178K -2,613 -11%
XSC
822
X-Square Capital
Puerto Rico
$1.46M -$68.7K -1,007 -4%
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$1.45M -$555K -8,148 -27%
PWM
824
Pinnacle Wealth Management
California
$1.44M +$1.47M +21,572 New
PIM
825
Provident Investment Management
Michigan
$1.44M – – –