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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1626
Atlantic Edge Private Wealth Management
Florida
$55.2K +$35.4K +45 +375%
GFWA
1627
Grey Fox Wealth Advisors
Delaware
$55.2K +$44.8K +57 New
FC
1628
Fairscale Capital
New Hampshire
$54.2K – – –
KB
1629
Kimelman & Baird
New York
$53.2K – – –
GKIM
1630
GW&K Investment Management
Massachusetts
$53K – – –
TCOV
1631
Trust Company of Vermont
Vermont
$51.3K +$13.4K +17 +47%
HHGA
1632
Halbert Hargrove Global Advisors
California
$49.5K +$4.72K +6 +13%
RWM
1633
Raffa Wealth Management
District of Columbia
$49.4K +$2.36K +3 +6%
SC
1634
Stance Capital
Massachusetts
$48.9K +$40.1K +51 New
ERSOT
1635
Employees Retirement System of Texas
Texas
$48K +$39.3K +50 New
TCM
1636
TD Capital Management
Tennessee
$47.5K – – –
TFA
1637
Transamerica Financial Advisors
Florida
$46.6K +$38.5K +49 New
CIAM
1638
Caitong International Asset Management
Hong Kong
$45.5K +$36.9K +47 New
AFG
1639
Albion Financial Group
Utah
$44.5K +$7.86K +10 +28%
KSB
1640
Kennebec Savings Bank
Maine
$43.6K – – –
TIM
1641
Thompson Investment Management
Wisconsin
$43.6K – – –
CAM
1642
Costello Asset Management
Pennsylvania
$43.6K +$2.36K +3 +7%
PAM
1643
Parvin Asset Management
South Dakota
$43.6K +$19.7K +25 +125%
CJ
1644
Caitlin John
Michigan
$42.7K +$34.6K +44 New
CCA
1645
Catalyst Capital Advisors
New York
$42.6K -$10.2K -13 -23%
SA
1646
SRH Advisors
Kansas
$40.7K – – –
BCV
1647
Banque Cantonale Vaudoise
Switzerland
$40K – – –
SAM
1648
Strive Asset Management
Ohio
$39.7K +$32.2K +41 New
MPW
1649
MASECO Private Wealth
$39K – – –
IWP
1650
IAG Wealth Partners
Wisconsin
$38.7K +$23.6K +30 +300%