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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2101
New England Capital Financial Advisors
Connecticut
$63K +$220 +2 +0.3%
GKIM
2102
GW&K Investment Management
Massachusetts
$62K +$8.79K +80 +16%
AWM
2103
Abound Wealth Management
Tennessee
$61.9K -$5.49K -50 -8%
KFI
2104
Key Financial Inc
Pennsylvania
$60.7K +$1.43K +13 +2%
CPA
2105
Capital Performance Advisors
California
$60.3K +$62.9K +573 New
CFG
2106
CKW Financial Group
Hawaii
$60K -$11K -100 -15%
HB
2107
Horizon Bancorp
Indiana
$60K – – –
TC
2108
Tacita Capital
Ontario, Canada
$58.4K – – –
EFMH
2109
E Fund Management (HK)
Hong Kong
$58K +$60.1K +547 New
SWM
2110
Sanctuary Wealth Management
Idaho
$57.9K – – –
MWA
2111
Miller Wealth Advisors
Colorado
$56.8K +$330 +3 +0.6%
FFA
2112
Fairfield Financial Advisors
Massachusetts
$56.3K -$76.9K -700 -57%
OSNBOA
2113
Old Second National Bank of Aurora
Illinois
$52.9K – – –
HC
2114
Hoese & Co
Minnesota
$52.6K +$43.9K +400 +400%
GFPC
2115
Global Financial Private Client
Florida
$51.3K +$4.72K +43 +10%
CMP
2116
Coston McIsaac & Partners
Maine
$50K – – –
TVWM
2117
Tower View Wealth Management
Wisconsin
$49.4K +$330 +3 +0.6%
OW
2118
Olistico Wealth
Oklahoma
$48.9K -$16.5K -150 -24%
DCM
2119
Davis Capital Management
Florida
$47.2K -$38.4K -350 -44%
WTA
2120
Washington Trust Advisors
Massachusetts
$46.5K – – –
CSWM
2121
Cassady Schiller Wealth Management
Ohio
$46.1K -$54.9K -500 -53%
GIM
2122
Gold Investment Management
Alberta, Canada
$46K – – –
NRG
2123
Nemes Rush Group
Michigan
$44K +$6.26K +57 +20%
VF
2124
VitalStone Financial
Texas
$43.8K +$220 +2 +0.5%
ZB
2125
Zions Bancorporation
Utah
$43.1K -$8.9K -81 -17%
83 84
85
86 87