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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1101
Kestra Private Wealth Services
Texas
$2.28M +$2.18M +11,563 New
GH
1102
GAM Holding
Switzerland
$2.25M +$37.3K +198 +2%
DC
1103
Davenport & Co
Virginia
$2.25M -$129K -683 -6%
HFM
1104
Harvest Fund Management
China
$2.24M +$220K +1,170 +11%
PRS
1105
Pinkerton Retirement Specialists
Idaho
$2.22M +$2.12M +11,259 New
ICM
1106
IMS Capital Management
Oregon
$2.21M -$9.04K -48 -0.4%
BC
1107
Breakline Capital
New York
$2.2M +$907K +4,815 +76%
ADL
1108
Asset Dedication LLC
California
$2.2M +$262K +1,393 +14%
RAM
1109
Redmond Asset Management
Virginia
$2.2M +$7.72K +41 +0.4%
DA
1110
Doliver Advisors
Texas
$2.18M -$1.45M -7,690 -41%
WA
1111
WP Advisors
California
$2.18M +$2.09M +11,072 New
IWP
1112
Icon Wealth Partners
Texas
$2.18M +$1.21M +6,435 +139%
ST
1113
Smithfield Trust
Pennsylvania
$2.17M -$19.4K -103 -0.9%
AP
1114
Archon Partners
New Jersey
$2.17M
PCM
1115
Portolan Capital Management
Massachusetts
$2.15M -$4.45M -23,605 -68%
EHWM
1116
Eads & Heald Wealth Management
Georgia
$2.15M -$171K -906 -8%
FWM
1117
Fairhaven Wealth Management
Illinois
$2.14M +$88.3K +469 +5%
IB
1118
Intrust Bank
Kansas
$2.13M -$17.9K -95 -0.9%
BBA
1119
BLB&B Advisors
Pennsylvania
$2.12M -$60.1K -319 -3%
CA
1120
Clearstead Advisors
Ohio
$2.11M +$62.7K +333 +3%
FPA
1121
First Pacific Advisors
California
$2.11M -$138K -735 -6%
FA
1122
Faithward Advisors
Pennsylvania
$2.11M -$114K -603 -5%
OC
1123
Oarsman Capital
Wisconsin
$2.1M -$110K -585 -5%
SCM
1124
Silvant Capital Management
Georgia
$2.1M -$46K -244 -2%
IP
1125
Interval Partners
New York
$2.08M +$646K +3,430 +48%