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Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1601
Bruce G. Allen Investments
Colorado
$75.6K -$262 -1 -0.4%
OPTFSNA
1602
Old Point Trust & Financial Services N A
Virginia
$75K – – –
TFIPS
1603
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75K +$15.7K +60 +32%
ZB
1604
Zions Bancorporation
Utah
$69.6K -$53.1K -203 -47%
HGA
1605
Hobbs Group Advisors
South Carolina
$69.6K +$60.7K +232 New
GKIM
1606
GW&K Investment Management
Massachusetts
$68K +$13.3K +51 +29%
GLR
1607
Great Lakes Retirement
Ohio
$64.5K +$56K +214 New
AGWCA
1608
Annis Gardner Whiting Capital Advisors
Florida
$64.1K +$1.31K +5 +2%
VC
1609
Vestor Capital
Illinois
$63K – – –
KFS
1610
Kelly Financial Services
Massachusetts
$61.5K – – –
W
1611
WealthCollab
Washington
$61.2K – – –
EC
1612
EdgeRock Capital
Colorado
$60.9K +$53.1K +203 New
CCC
1613
Chelsea Counsel Company
California
$60.2K +$52.3K +200 New
FC
1614
Family CFO
California
$60K – – –
OLVIG
1615
Oliver Lagore Vanvalin Investment Group
Michigan
$59.8K -$52.8K -202 -50%
VWM
1616
Venturi Wealth Management
Texas
$58.5K +$12.6K +48 +33%
KFI
1617
Key Financial Inc
Pennsylvania
$58.5K +$51K +195 New
JFGIW
1618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K +$26.2K +100 +108%
PWMA
1619
Pension & Wealth Management Advisors
Massachusetts
$56.4K – – –
PB
1620
Pinnacle Bancorp
Nebraska
$56.4K – – –
TFA
1621
Toth Financial Advisory
Virginia
$56.1K -$18K -69 -27%
TCM
1622
TruNorth Capital Management
Michigan
$55.8K +$48.7K +186 New
WWP
1623
WR Wealth Planners
Missouri
$54.8K -$12.3K -47 -20%
ATC
1624
Advantage Trust Company
Kansas
$54K – – –
PO
1625
Private Ocean
California
$53.4K -$2.88K -11 -6%
63 64
65
66 67