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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
1476
GW&K Investment Management
Massachusetts
$65K +$11.8K +54 +23%
ADL
1477
Asset Dedication LLC
California
$64.3K +$5.69K +26 +10%
SVWA
1478
Sarver Vrooman Wealth Advisors
Missouri
$64.1K -$8.54K -39 -12%
PCTC
1479
Perkins Coie Trust Company
Washington
$62.5K -$219 -1 -0.4%
ACA
1480
Atlas Capital Advisors
Wyoming
$62.1K -$58K -265 -49%
PFG
1481
Putney Financial Group
California
$58.6K -$13.8K -63 -20%
KFI
1482
Key Financial Inc
Pennsylvania
$57.7K – – –
OPTFSNA
1483
Old Point Trust & Financial Services N A
Virginia
$56.8K – – –
TFIPS
1484
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.8K – – –
VFM
1485
Vision Financial Markets
Connecticut
$56.8K – – –
BL
1486
BFSG LLC
California
$56.8K – – –
ANBT
1487
American National Bank & Trust
Texas
$55.7K – – –
PMFA
1488
Plante Moran Financial Advisors
Michigan
$53K +$32.8K +150 +181%
HWM
1489
Hemington Wealth Management
Virginia
$52K +$657 +3 +1%
TFA
1490
Toth Financial Advisory
Virginia
$50.9K – – –
CTB
1491
Country Trust Bank
Illinois
$50K -$14.2K -65 -23%
W
1492
WealthCollab
Washington
$48.6K +$2.19K +10 +5%
AEPWM
1493
Atlantic Edge Private Wealth Management
Florida
$47.7K -$3.29K -15 -7%
BCM
1494
Boreal Capital Management
Florida
$46.7K +$44.7K +204 New
CAM
1495
Creekmur Asset Management
Illinois
$46.6K +$219 +1 +0.5%
O
1496
Ossiam
France
$45.9K -$9.42K -43 -18%
FC
1497
Family CFO
California
$45.5K – – –
MFC
1498
Mechanics Financial Corp
Ohio
$45.5K – – –
BWM
1499
Bullock Wealth Management
Indiana
$45.4K -$438 -2 -1%
RF
1500
Roxbury Financial
New Jersey
$44K -$141K -646 -77%