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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
651
GW&K Investment Management
Massachusetts
$5K – – –
RF
652
Rossby Financial
Florida
$4.67K -$2.27K -16 -33%
HPC
653
HM Payson & Co
Maine
$4.67K – – –
CFSG
654
Community Financial Services Group
Vermont
$4.54K – – –
EWP
655
Elevation Wealth Partners
California
$4.37K +$4.26K +30 New
OAJ
656
Ogorek Anthony Joseph
New York
$4K – – –
HFS
657
Hantz Financial Services
Michigan
$4K +$4.26K +30 New
SWM
658
SHP Wealth Management
Massachusetts
$3.79K +$568 +4 +18%
RCM
659
Richardson Capital Management
Wisconsin
$3.65K – – –
DRP
660
Decker Retirement Planning
Utah
$3.5K – – –
WA
661
WPG Advisers
Maryland
$3.35K – – –
APW
662
Allied Private Wealth
Florida
$2.68K +$2.56K +18 New
FCAS
663
First Command Advisory Services
Texas
$2.62K +$2.56K +18 New
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$2.48K – – –
MIM
665
Marshall Investment Management
Colorado
$2.48K +$2.41K +17 New
DF
666
Downshift Financial
Colorado
$2.33K +$2.27K +16 New
FHC
667
First Horizon Corporation
Tennessee
$2.19K – – –
PWA
668
Principia Wealth Advisory
Texas
$2.04K +$142 +1 +8%
BH
669
Burk Holdings
Oklahoma
$1.6K – – –
AT
670
Arlington Trust
Alabama
$1.46K – – –
PWAM
671
Private Wealth Asset Management
Iowa
$1.31K – – –
CFM
672
Cornerstone Financial Management
Massachusetts
$1.17K – – –
DWM
673
Dogwood Wealth Management
Kansas
$1.17K +$1.14K +8 New
MB
674
MidFirst Bank
Oklahoma
$1.02K – – –
CI
675
CX Institutional
Indiana
$1K – – –