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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$1.59M +$40.3K +345 +2%
TC
702
Taika Capital
Florida
$1.58M +$1.78M +15,200 New
CG
703
Caprock Group
Idaho
$1.58M +$10.3K +88 +0.6%
CB
704
Cadence Bank
Mississippi
$1.56M -$65.5K -560 -4%
BP
705
Ballentine Partners
Massachusetts
$1.54M +$62.9K +538 +4%
BWP
706
BSW Wealth Partners
Colorado
$1.54M +$256K +2,185 +17%
DVF
707
Discovery Value Fund
Singapore
$1.53M +$1.72M +14,695 New
CIM
708
Confluence Investment Management
Missouri
$1.52M -$353K -3,020 -17%
PHS
709
Pekin Hardy Strauss
Illinois
$1.51M -$557K -4,760 -25%
VFA
710
Valeo Financial Advisors
Indiana
$1.5M +$747K +6,389 +80%
IVP
711
Intrinsic Value Partners
Arizona
$1.5M +$1.68M +14,370 New
FCM
712
Fairbanks Capital Management
California
$1.5M +$527K +4,510 +46%
ATPW
713
Ashton Thomas Private Wealth
Arizona
$1.5M +$417K +3,568 +33%
ES
714
Eagle Strategies
New York
$1.49M -$617K -5,273 -27%
SWM
715
Spire Wealth Management
Virginia
$1.49M +$59.6K +510 +4%
TGCMU
716
Titan Global Capital Management USA
New York
$1.48M -$545K -4,662 -25%
VAM
717
Vienna Asset Management
California
$1.48M +$466K +3,982 +39%
ACMA
718
Arbor Capital Management (Alaska)
Alaska
$1.48M -$471K -4,027 -22%
CFMC
719
Curbstone Financial Management Corp
New Hampshire
$1.47M
HPM
720
Hudson Portfolio Management
New York
$1.47M -$11.1K -95 -0.7%
AF
721
Allworth Financial
California
$1.46M +$1.6M +13,717 +4,396%
FCI
722
Financial Counselors Inc
Kansas
$1.46M +$75.9K +649 +5%
JIM
723
Jensen Investment Management
Oregon
$1.46M +$122K +1,040 +8%
DIA
724
Dana Investment Advisors
Wisconsin
$1.45M
AIM
725
Anchor Investment Management
South Carolina
$1.45M +$10.1K +86 +0.6%