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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2301
GW&K Investment Management
Massachusetts
$4K +$3.55K +10 New
CCM
2302
Carderock Capital Management
Maryland
$3.85K -$796K -2,241 -100%
KFS
2303
Kelly Financial Services
Massachusetts
$3.85K -$5.33K -15 -60%
BCH
2304
Berkshire Capital Holdings
California
$3.85K – – –
BCM
2305
Bourgeon Capital Management
Connecticut
$3.85K – – –
CCC
2306
Chelsea Counsel Company
California
$3.85K – – –
AIP
2307
Ahrens Investment Partners
Louisiana
$3.85K +$3.55K +10 New
CIA
2308
Cascade Investment Advisors
Oregon
$3.85K +$3.55K +10 New
PPWM
2309
PFG Private Wealth Management
Florida
$3.47K – – –
ARS
2310
Adirondack Retirement Specialists
New York
$3.08K – – –
JIR
2311
James Investment Research
Ohio
$3K +$2.84K +8 New
RMC
2312
Resources Management Corp
Connecticut
$3K +$71.8K +202 +1,063%
MFG
2313
Mendota Financial Group
Wisconsin
$2.73K -$150K -423 -99%
BWS
2314
Buck Wealth Strategies
Colorado
$2.7K +$2.49K +7 New
GFPC
2315
Global Financial Private Client
Florida
$2.66K – – –
AFS
2316
Annapolis Financial Services
Maryland
$2.31K – – –
FSWA
2317
Financial Synergies Wealth Advisors
Texas
$2.31K – – –
TLCM
2318
Twin Lakes Capital Management
California
$2.31K – – –
ONST
2319
Old North State Trust
North Carolina
$2K – – –
MTIC
2320
Missouri Trust & Investment Company
Missouri
$1.93K – – –
BFPW
2321
BOK Financial Private Wealth
Colorado
$1.93K +$1.78K +5 New
RFA
2322
Register Financial Advisors
Georgia
$1.93K +$1.78K +5 New
WA
2323
WestEnd Advisors
North Carolina
$1.16K -$1.07K -3 Closed
MBFW
2324
Morton Brown Family Wealth
Pennsylvania
$1.16K +$1.07K +3 New
UFF
2325
USA Financial Formulas
Michigan
$1.16K +$1.07K +3 New
91 92
93
94 95