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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1576
Jeppson Wealth Management
California
$36K +$37.2K +1,144 New
CFG
1577
CKW Financial Group
Hawaii
$35K
BWL
1578
Bogart Wealth LLC
Virginia
$35K +$6.27K +193 +20%
EWA
1579
Evolution Wealth Advisors
Florida
$35K +$13.6K +419 +58%
TFGT
1580
TS Financial Group (TSFG)
Illinois
$34K -$19.4K -598 -36%
MHR
1581
Matthew Hamilton Rosenberg
$34K -$4.36K -134 -11%
BAM
1582
Barrett Asset Management
New York
$33K -$24K -738 -41%
OSNBOA
1583
Old Second National Bank of Aurora
Illinois
$32K -$86.8K -2,669 -72%
SLF
1584
Sun Life Financial
Ontario, Canada
$32K -$358 -11 -1%
PFO
1585
Pathstone Family Office
New Jersey
$32K
FMP
1586
Financial Management Professionals
Texas
$31K -$6.18K -190 -16%
TCCM
1587
Timber Creek Capital Management
Massachusetts
$31K
KFS
1588
Kelly Financial Services
Massachusetts
$30.5K -$20.3K -625 -39%
FWM
1589
Filbrandt Wealth Management
Wisconsin
$30K -$35.3K -1,085 -52%
PO
1590
Private Ocean
California
$30K +$1.63K +50 +5%
DMK
1591
David M. Knott
$29K
BBL
1592
Beck Bode LLC
Massachusetts
$29K +$30.7K +943 New
AP
1593
Atwood & Palmer
Missouri
$28K
DTIM
1594
Danda Trouve Investment Management
Kansas
$27K
MS
1595
Marshall & Sullivan
Washington
$27K +$27.9K +858 New
KPCM
1596
Kings Point Capital Management
New York
$27K +$28.1K +863 New
TC
1597
Trust Company
Kansas
$26K -$3.9K -120 -13%
BG
1598
Bollard Group
Massachusetts
$26K
EARNEST Partners
1599
EARNEST Partners
Georgia
$26K
PGAM
1600
Princeton Global Asset Management
New Jersey
$26K