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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
4126
Pachira Investments
California
$661K +$5.55K +33 +0.9%
GKIM
4127
GW&K Investment Management
Massachusetts
$659K +$567K +3,374 +839%
SPAS
4128
Spectrum Planning & Advisory Services
California
$658K -$9.08K -54 -1%
WFA
4129
Wipfli Financial Advisors
Wisconsin
$655K +$388K +2,309 +160%
BWM
4130
Blossom Wealth Management
California
$651K -$6.89K -41 -1%
SF
4131
Safeguard Financial
Wisconsin
$646K +$622K +3,699 New
KFP
4132
KB Financial Partners
New Jersey
$645K -$144K -856 -19%
BAM
4133
Boyar Asset Management
New York
$645K -$50.4K -300 -8%
CW
4134
Cook Wealth
North Carolina
$645K +$6.89K +41 +1%
PWP
4135
Personal Wealth Partners
Minnesota
$643K -$47.1K -280 -7%
DT
4136
Daniels + Tansey
Delaware
$642K -$30.1K -179 -5%
CAG
4137
Compass Advisory Group
New York
$639K +$67.6K +402 +12%
BWM
4138
Boyd Wealth Management
California
$638K +$7.4K +44 +1%
IHWM
4139
Iron Horse Wealth Management
Iowa
$637K – – –
AIA
4140
Acute Investment Advisory
Arizona
$634K -$10.1K -60 -2%
CBOR
4141
Community Bank of Raymore
Missouri
$627K +$603K +3,588 New
MSU
4142
Mizuho Securities USA
New York
$626K -$1.48M -8,778 -71%
CWM
4143
Cadence Wealth Management
Massachusetts
$626K +$17K +101 +3%
CPA
4144
Cowen Prime Advisors
New York
$625K – – –
FFW
4145
Fusion Family Wealth
New York
$623K +$371K +2,207 +162%
SSA
4146
Schonfeld Strategic Advisors
New York
$621K -$5.81M -34,521 -91%
SP
4147
SWS Partners
Ohio
$614K -$1.5M -8,929 -72%
BAM
4148
Beaumont Asset Management
Texas
$614K – – –
RH
4149
RFG Holdings
Texas
$614K +$32.3K +192 +6%
DIS
4150
Diversified Investment Strategies
Louisiana
$612K -$28.6K -170 -5%
164 165
166
167 168