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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
201
Ipswich Investment Management
Massachusetts
$1.01M +$20.9K +400 +2%
KPWS
202
Kestra Private Wealth Services
Texas
$1.01M +$125K +2,390 +14%
MCM
203
MAI Capital Management
Ohio
$1M +$574 +11 +0.1%
BS
204
Boenning & Scattergood
Pennsylvania
$996K +$104 +2 +0%
Creative Planning
205
Creative Planning
Kansas
$984K -$518K -9,933 -35%
RJT
206
Raymond James Trust
Florida
$984K +$10.6K +203 +1%
OPA
207
Old Port Advisors
Maine
$971K +$594K +11,380 +159%
ADL
208
Asset Dedication LLC
California
$964K +$316K +6,061 +50%
KAS
209
Kestra Advisory Services
Texas
$948K -$8.09K -155 -0.9%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$945K +$55.4K +1,061 +6%
PAS
211
Park Avenue Securities
New York
$939K +$201K +3,860 +28%
DIP
212
DT Investment Partners
Pennsylvania
$932K +$69.8K +1,338 +8%
PAM
213
Premier Asset Management
Illinois
$923K -$521K -9,980 -36%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$919K -$13.3K -254 -1%
ATC
215
Argent Trust Co
Tennessee
$902K +$24.1K +462 +3%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$898K +$198K +3,801 +29%
HKAM
217
Horizon Kinetics Asset Management
New York
$895K
PHS
218
Pekin Hardy Strauss
Illinois
$886K -$2.87K -55 -0.3%
Mariner
219
Mariner
Kansas
$879K +$26.8K +514 +3%
KLC
220
Knowledge Leaders Capital
Colorado
$865K +$10.3K +198 +1%
IB
221
Intrust Bank
Kansas
$864K -$39.2K -752 -4%
PG
222
Patten Group
Tennessee
$864K +$44.3K +848 +5%
PWM
223
PRW Wealth Management
Massachusetts
$864K +$856K +16,405 New
BFG
224
Beacon Financial Group
Texas
$849K +$32.8K +629 +4%
DC
225
Davenport & Co
Virginia
$836K -$2.87K -55 -0.3%