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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
651
GW&K Investment Management
Massachusetts
$13K – – –
ACM
652
Aster Capital Management
United Arab Emirates
$12.8K -$32.2K -525 -56%
GCM
653
Gables Capital Management
Florida
$12.5K – – –
CCWM
654
Cassaday & Co Wealth Management
Virginia
$12.5K +$11.5K +188 New
BWA
655
Basecamp Wealth Advisors
Washington
$12.1K +$7.42K +121 +198%
IWS
656
Intentional Wealth Strategies
Colorado
$12K +$11.1K +181 New
BTI
657
Blue Trust Inc
Georgia
$11.9K -$798 -13 -7%
SWM
658
SHP Wealth Management
Massachusetts
$11.6K +$10.6K +172 +5,733%
KFAS
659
Keating Financial Advisory Services
Kansas
$11.2K +$1.04K +17 +11%
TPWA
660
Twin Peaks Wealth Advisors
California
$10.3K +$9.57K +156 New
KG
661
Kilter Group
New York
$10.1K +$491 +8 +6%
DWM
662
Dogwood Wealth Management
Kansas
$10.1K +$1.04K +17 +13%
BWAM
663
Boyd Watterson Asset Management
Ohio
$8.89K – – –
TPCW
664
TD Private Client Wealth
New York
$8.76K +$7.91K +129 +4,300%
FFL
665
Financial Freedom LLC
Ohio
$8.69K – – –
FCT
666
First Community Trust
Iowa
$8.42K – – –
WTC
667
WhitTier Trust Company
Nevada
$8.38K – – –
SHIM
668
Stone House Investment Management
Pennsylvania
$8.29K +$3.37K +55 +79%
ZBNA
669
Zions Bancorporation, National Association
Utah
$7.89K +$4.17K +68 +133%
AG
670
AmeriFlex Group
Nevada
$7.49K – – –
GIA
671
GHP Investment Advisors
Colorado
$7.36K +$6.81K +111 New
RWM
672
Rialto Wealth Management
New York
$7.1K +$552 +9 +9%
NRG
673
Nemes Rush Group
Michigan
$7.07K +$61 +1 +0.9%
KAS
674
Kemnay Advisory Services
New York
$7.03K +$6.5K +106 New
VFM
675
Vision Financial Markets
Connecticut
$6.73K – – –