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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
1501
GW&K Investment Management
Massachusetts
$40K -$1.1K -10 -3%
MI
1502
Motiv8 Investments
Florida
$40K +$40.3K +366 New
VWA
1503
Valued Wealth Advisors
Utah
$39.6K -$2.86K -26 -7%
WBC
1504
West Branch Capital
Massachusetts
$38.9K -$29.6K -269 -43%
JWA
1505
JFS Wealth Advisors
Pennsylvania
$38.9K +$8.48K +77 +28%
OAJ
1506
Ogorek Anthony Joseph
New York
$38K -$4.19K -38 -10%
CTB
1507
Country Trust Bank
Illinois
$37.9K
CIA
1508
Cape Investment Advisory
Georgia
$36.9K +$36.9K +335 New
PSFG
1509
Park Square Financial Group
Georgia
$36.6K +$17.4K +158 +81%
AF
1510
Advisornet Financial
Minnesota
$36.1K +$551 +5 +2%
WIM
1511
Westside Investment Management
California
$35.7K
BFP
1512
Birchwood Financial Partners
Minnesota
$35.5K +$35.5K +322 New
MFT
1513
Moisand Fitzgerald Tamayo
Florida
$35.5K -$6.5K -59 -15%
DWM
1514
Darwin Wealth Management
Florida
$34.5K +$220 +2 +0.6%
GA
1515
GoalVest Advisory
New York
$34.4K -$110 -1 -0.3%
PWA
1516
Physician Wealth Advisors
Utah
$34.3K -$10.6K -96 -24%
SWM
1517
SHP Wealth Management
Massachusetts
$34.3K +$34.3K +311 New
AWM
1518
Activest Wealth Management
Florida
$34.3K +$16.7K +152 +96%
BWL
1519
Bogart Wealth LLC
Virginia
$34.1K -$1.1K -10 -3%
Loomis, Sayles & Company
1520
Loomis, Sayles & Company
Massachusetts
$33.9K -$74.7K -678 -69%
FFO
1521
Fortitude Family Office
Arizona
$33.3K -$220 -2 -0.7%
HWA
1522
HHM Wealth Advisors
Tennessee
$33.1K -$24.7K -224 -43%
FRA
1523
Front Row Advisors
California
$33.1K
HNB
1524
Hilltop National Bank
Wyoming
$33.1K
FPB
1525
First PREMIER Bank
South Dakota
$33K -$4.74K -43 -13%