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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
676
GW&K Investment Management
Massachusetts
$24K -$747 -6 -3%
TCOT
677
Trust Company of Toledo
Ohio
$23.8K +$25K +201 New
SAM
678
Smartleaf Asset Management
Massachusetts
$23.6K
PUI
679
Purpose Unlimited Inc
$23.2K +$24.3K +195 New
APFP
680
Action Point Financial Planning
Michigan
$22.9K +$24.4K +196 New
TC
681
Truvestments Capital
Florida
$22.8K -$3.36K -27 -12%
VCM
682
Versant Capital Management
Arizona
$22.8K +$872 +7 +4%
SIC
683
SJS Investment Consulting
Ohio
$21.6K +$17.7K +142 +346%
CA
684
Crewe Advisors
Utah
$21.5K -$3.24K -26 -13%
ZBNA
685
Zions Bancorporation, National Association
Utah
$21K -$16.1K -129 -42%
PCTC
686
Perkins Coie Trust Company
Washington
$20.2K
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.7K
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$17.3K -$3.11K -25 -15%
NFSG
689
Newbridge Financial Services Group
Florida
$16.7K
PB
690
Pinnacle Bancorp
Nebraska
$15.8K
BWS
691
Buck Wealth Strategies
Colorado
$15.7K +$16.6K +133 New
CPG
692
Cornerstone Planning Group
New Jersey
$15.5K -$3.36K -27 -18%
FFO
693
Fortitude Family Office
Arizona
$14.7K +$872 +7 +6%
MCM
694
MV Capital Management
Maryland
$14.3K +$623 +5 +4%
SL
695
Salomon & Ludwin
Virginia
$14.1K -$249 -2 -2%
SWM
696
Spire Wealth Management
Virginia
$13.7K +$10.7K +86 +287%
TWIM
697
TIAA Wealth Investment Management
New York
$13.4K
CTB
698
Country Trust Bank
Illinois
$12.8K
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$12.8K
WETS
700
Wealth Enhancement Trust Services
South Dakota
$12.6K +$13.3K +107 New