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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
1226
GW&K Investment Management
Massachusetts
$66K -$2.08K -12 -3%
PWA
1227
Physician Wealth Advisors
Utah
$65.7K -$14.7K -85 -18%
OCWP
1228
Owl Creek Wealth Partners
Colorado
$65.5K +$25.9K +150 +64%
GWS
1229
Greykasell Wealth Strategies
California
$64.7K -$864 -5 -1%
JWA
1230
JFS Wealth Advisors
Pennsylvania
$64.6K +$692 +4 +1%
NB
1231
NBT Bank
New York
$64K -$1.73K -10 -3%
BWL
1232
Bogart Wealth LLC
Virginia
$59.9K +$13K +75 +27%
MB
1233
MidFirst Bank
Oklahoma
$59K – – –
FP
1234
Financial Perspectives
Minnesota
$57.8K – – –
CYG
1235
Clean Yield Group
Vermont
$54.4K – – –
IWP
1236
IAG Wealth Partners
Wisconsin
$51K – – –
MWPCG
1237
Measured Wealth Private Client Group
New Hampshire
$51K – – –
SEP
1238
Signature Equity Partners
Ohio
$48.8K -$3.29K -19 -6%
BWA
1239
Basecamp Wealth Advisors
Washington
$48.8K – – –
UFF
1240
USA Financial Formulas
Michigan
$48.1K -$12.8K -74 -21%
NB
1241
NBH Bank
Colorado
$47.3K +$48.1K +278 New
KFI
1242
Key Financial Inc
Pennsylvania
$45.2K – – –
CCWM
1243
Cassaday & Co Wealth Management
Virginia
$45.1K +$3.11K +18 +7%
FMB
1244
Field & Main Bank
Kentucky
$44.2K – – –
PB
1245
Pinnacle Bancorp
Nebraska
$44.2K – – –
PWAM
1246
Private Wealth Asset Management
Iowa
$42.9K +$6.92K +40 +19%
CIA
1247
Cape Investment Advisory
Georgia
$42.9K +$43.6K +252 New
SCM
1248
Silvant Capital Management
Georgia
$41.7K – – –
TWD
1249
True Wealth Design
Ohio
$40.6K +$20.2K +117 +96%
BGA
1250
Battery Global Advisors
Massachusetts
$40.2K – – –