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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1426
Luther King Capital Management (LKCM)
Texas
$573K -$125K -658 -12%
IFPL
1427
Investments & Financial Planning LLC
Kentucky
$570K +$877K +4,631 New
SFFS
1428
Stonehage Fleming Financial Services
Jersey
$569K -$284K -1,500 -54%
TIM
1429
Tortoise Investment Management
New York
$569K +$379 +2 +0%
KFP
1430
KMG Fiduciary Partners
Ohio
$568K -$41.7K -220 -5%
AFPL
1431
Advus Financial Partners, LLC
Florida
$567K -$245K -1,292 -22%
BA
1432
Birinyi Associates
Connecticut
$567K -$256K -1,350 -23%
F
1433
F3Logic
Minnesota
$566K -$83.7K -442 -9%
GBS
1434
Gallagher Benefit Services
Illinois
$566K +$871K +4,598 New
IWM
1435
Integris Wealth Management
California
$566K +$869K +4,591 New
BCM
1436
Becker Capital Management
Oregon
$565K -$20.4K -108 -2%
RBC
1437
Romano Brothers & Co
Illinois
$564K +$35K +185 +4%
MSWM
1438
McGlone Suttner Wealth Management
Wisconsin
$563K +$865K +4,571 New
SAM
1439
Satovsky Asset Management
New York
$562K
GC
1440
GFG Capital
Florida
$561K +$122K +645 +16%
AI
1441
AXS Investments
New York
$560K +$210K +1,111 +32%
TSWM
1442
Tyler-Stone Wealth Management
Ohio
$560K +$17.4K +92 +2%
CCG
1443
Coastwise Capital Group
California
$560K +$171K +901 +25%
MFWP
1444
Mosaic Family Wealth Partners
Missouri
$560K +$860K +4,543 New
BWM
1445
BNC Wealth Management
Oregon
$559K -$1.75M -9,267 -67%
OWA
1446
Octavia Wealth Advisors
Ohio
$558K -$69.3K -366 -7%
IIA
1447
Integral Investment Advisors
California
$558K +$87.5K +462 +11%
SC
1448
Shearwater Capital
Colorado
$557K
WDC
1449
Woodward Diversified Capital
California
$556K +$6.63K +35 +0.8%
HWM
1450
Howard Wealth Management
Connecticut
$555K -$11.4K -60 -1%