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Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
401
Edmonds Duncan Registered Investment Advisors
Kansas
$273K +$202K +6,055 New
LSA
402
L & S Advisors
California
$270K +$200K +6,000 New
PFA
403
Pathway Financial Advisors
Vermont
$270K +$200K +6,000 New
CWS
404
Confluence Wealth Services
Pennsylvania
$268K +$198K +5,947 New
CBA
405
Coastal Bridge Advisors
Connecticut
$268K +$198K +5,943 New
RMDI
406
R.M. Davis Inc
Maine
$267K +$198K +5,937 New
WT
407
Whittier Trust
California
$267K -$22.2K -668 -10%
SPIA
408
Steward Partners Investment Advisory
New York
$266K +$3.36K +101 +2%
UCFA
409
United Capital Financial Advisors
Texas
$265K +$196K +5,881 New
WBC
410
Westpac Banking Corp
Australia
$264K +$178K +5,350 +1,047%
CS
411
Candriam SCA
Luxembourg
$263K +$194K +5,842 New
TW
412
TritonPoint Wealth
Maryland
$263K -$44.5K -1,337 -19%
KWM
413
Kingsview Wealth Management
Oregon
$258K +$191K +5,731 New
KFP
414
KMG Fiduciary Partners
Ohio
$256K +$189K +5,680 New
BFO
415
Boston Family Office
Massachusetts
$253K -$44.8K -1,345 -19%
GT
416
Glenview Trust
Kentucky
$253K +$187K +5,618 New
AAM
417
AR Asset Management
California
$252K +$186K +5,600 New
PL
418
Parthenon LLC
Kentucky
$243K +$180K +5,404 New
HCM
419
Hodges Capital Management
Texas
$242K +$179K +5,375 New
WA
420
WBH Advisory
Maryland
$240K +$177K +5,323 New
IWC
421
Integrated Wealth Concepts
Massachusetts
$239K +$177K +5,317 New
CTC
422
Central Trust Company
Missouri
$238K -$27.3K -819 -13%
First Manhattan
423
First Manhattan
New York
$237K +$175K +5,260 New
WSFS
424
Wilmington Savings Fund Society
Delaware
$229K +$169K +5,077 New
GAM
425
Groupama Asset Management
France
$228K +$210K +6,313 New