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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1901
Westside Investment Management
California
$82.7K
RWM
1902
Rialto Wealth Management
New York
$77.7K +$36.9K +56 +106%
B
1903
Bayban
Minnesota
$77K
GKIM
1904
GW&K Investment Management
Massachusetts
$75K +$5.27K +8 +8%
PMFA
1905
Plante Moran Financial Advisors
Michigan
$74.2K +$2.64K +4 +4%
APW
1906
Atlantic Private Wealth
North Carolina
$71.3K
1L
1907
10Elms LLP
Oklahoma
$71.3K +$65.9K +100 New
SWA
1908
SOA Wealth Advisors
New York
$71K
OAG
1909
Oakmont Advisory Group
New Mexico
$70.1K +$64.6K +98 New
WBC
1910
Westpac Banking Corp
Australia
$69.9K
WSCM
1911
Wellington Shields Capital Management
New York
$68.5K +$29K +44 +85%
CFSG
1912
Community Financial Services Group
Vermont
$68.2K
OCM
1913
Osterweis Capital Management
California
$67.8K
S
1914
Sachetta
Massachusetts
$67.8K +$3.29K +5 +6%
BTD
1915
BankPlus Trust Department
Mississippi
$67K
HFM
1916
Hartford Financial Management
Connecticut
$65.6K -$17.1K -26 -22%
SMBT
1917
Southern Michigan Bank & Trust
Michigan
$65.6K +$2.64K +4 +5%
DPW
1918
DiNuzzo Private Wealth
Pennsylvania
$64.9K -$26.4K -40 -31%
SWP
1919
SIMA Wealth Partners
Virginia
$64.2K
MCA
1920
McGuire Capital Advisors
Oklahoma
$64.2K +$28.3K +43 +91%
TM
1921
Torren Management
California
$61.7K
WAS
1922
Winch Advisory Services
Wisconsin
$59.8K
GSEP
1923
Golden State Equity Partners
California
$59.2K -$1.48M -2,243 -96%
WA
1924
WPG Advisers
Maryland
$57.8K -$12.5K -19 -19%
NWMP
1925
Noble Wealth Management PBC
Colorado
$57.8K +$659 +1 +1%