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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
2951
Princeton Global Asset Management
New Jersey
$114K
GKIM
2952
GW&K Investment Management
Massachusetts
$111K +$98K +683 New
SPWM
2953
Spartan Planning & Wealth Management
North Carolina
$107K +$94.2K +657 New
Skandinaviska Enskilda Banken (SEB)
2954
Skandinaviska Enskilda Banken (SEB)
Sweden
$105K
SC
2955
Stephens Consulting
Michigan
$99.7K -$7.46K -52 -8%
RCM
2956
Regency Capital Management
Hawaii
$98K -$104K -724 -55%
MSFP
2957
Mark Sheptoff Financial Planning
Connecticut
$98K -$10K -70 -10%
JWBC
2958
John W. Brooker & Co
California
$96K
CWM
2959
Curi Wealth Management
North Carolina
$96K +$47.8K +333 +128%
TFO
2960
Tarbox Family Office
California
$93K -$51.6K -360 -39%
SFA
2961
Semmax Financial Advisors
North Carolina
$91K
AFS
2962
Annapolis Financial Services
Maryland
$90K +$14.3K +100 +22%
JMF
2963
Johnson Midwest Financial
Iowa
$89K +$287 +2 +0.4%
PWC
2964
PYA Waltman Capital
Tennessee
$88K +$77.4K +540 New
RWM
2965
Raffa Wealth Management
District of Columbia
$86.8K +$287 +2 +0.4%
LFA
2966
Level Financial Advisors
New York
$86K
RAM
2967
Riggs Asset Management
Pennsylvania
$86K
HC
2968
Hoese & Co
Minnesota
$84K
VC
2969
Vestor Capital
Illinois
$78K
SIC
2970
SJS Investment Consulting
Ohio
$76K -$3.58K -25 -5%
CI
2971
Carroll Investors
South Carolina
$71K
RA
2972
Rise Advisors
New York
$70K -$4.02K -28 -6%
CDIA
2973
Capital Directions Investment Advisors
Georgia
$69K +$61K +425 New
FCG
2974
Financial Connections Group
California
$68K
OA
2975
Operose Advisors
Wisconsin
$68K +$15.8K +110 +36%