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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
2951
Investment Research & Advisory Group
Georgia
$114K – – –
PGAM
2952
Princeton Global Asset Management
New Jersey
$114K – – –
GKIM
2953
GW&K Investment Management
Massachusetts
$111K +$98K +683 New
SPWM
2954
Spartan Planning & Wealth Management
North Carolina
$107K +$94.2K +657 New
Skandinaviska Enskilda Banken (SEB)
2955
Skandinaviska Enskilda Banken (SEB)
Sweden
$105K – – –
SC
2956
Stephens Consulting
Michigan
$99.7K -$7.46K -52 -8%
RCM
2957
Regency Capital Management
Hawaii
$98K -$104K -724 -55%
MSFP
2958
Mark Sheptoff Financial Planning
Connecticut
$98K -$10K -70 -10%
JWBC
2959
John W. Brooker & Co
California
$96K – – –
CWM
2960
Curi Wealth Management
North Carolina
$96K +$47.8K +333 +128%
TFO
2961
Tarbox Family Office
California
$93K -$51.6K -360 -39%
SFA
2962
Semmax Financial Advisors
North Carolina
$91K – – –
AFS
2963
Annapolis Financial Services
Maryland
$90K +$14.3K +100 +22%
JMF
2964
Johnson Midwest Financial
Iowa
$89K +$287 +2 +0.4%
PWC
2965
PYA Waltman Capital
Tennessee
$88K +$77.4K +540 New
RWM
2966
Raffa Wealth Management
District of Columbia
$86.8K +$287 +2 +0.4%
LFA
2967
Level Financial Advisors
New York
$86K – – –
RAM
2968
Riggs Asset Management
Pennsylvania
$86K – – –
HC
2969
Hoese & Co
Minnesota
$84K – – –
VC
2970
Vestor Capital
Illinois
$78K – – –
SIC
2971
SJS Investment Consulting
Ohio
$76K -$3.58K -25 -5%
CI
2972
Carroll Investors
South Carolina
$71K – – –
RA
2973
Rise Advisors
New York
$70K -$4.02K -28 -6%
CDIA
2974
Capital Directions Investment Advisors
Georgia
$69K +$61K +425 New
FCG
2975
Financial Connections Group
California
$68K – – –