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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1101
North Star Investment Management
Illinois
$20.9K
CAS
1102
Coppell Advisory Solutions
Texas
$20.8K +$18.7K +541 New
GKIM
1103
GW&K Investment Management
Massachusetts
$20K +$18.3K +530 New
DJSG
1104
D.J. St. Germain
Massachusetts
$19.3K +$17.3K +500 New
OPTFSNA
1105
Old Point Trust & Financial Services N A
Virginia
$19.3K +$17.3K +500 New
CTA
1106
Colonial Trust Advisors
South Carolina
$19.2K
HDIM
1107
Hanson & Doremus Investment Management
Vermont
$19K
CWC
1108
Carolinas Wealth Consulting
North Carolina
$18.6K -$12.7K -368 -43%
CMP
1109
Coston McIsaac & Partners
Maine
$18K
VFIC
1110
Valley Forge Investment Consultants
Pennsylvania
$17.9K +$865 +25 +6%
AI
1111
AXS Investments
New York
$17.2K -$6.29K -182 -29%
PGAM
1112
Princeton Global Asset Management
New Jersey
$16.9K +$35 +1 +0.2%
AAG
1113
Armstrong Advisory Group
Massachusetts
$16.8K
CNBTD
1114
Citizens National Bank Trust Department
Mississippi
$16.4K
IWP
1115
IAG Wealth Partners
Wisconsin
$16.2K +$35 +1 +0.2%
BFPW
1116
BOK Financial Private Wealth
Colorado
$16.2K -$1.25K -36 -8%
AWM
1117
Atticus Wealth Management
Florida
$15.4K -$39.6K -1,145 -74%
APC
1118
Aspire Private Capital
North Carolina
$15.3K
BWM
1119
Baystate Wealth Management
Massachusetts
$15K +$10K +290 +293%
HFM
1120
Harvest Fund Management
China
$15K +$1.11K +32 +9%
FA
1121
Financial Avengers
California
$14.9K +$35 +1 +0.3%
KA
1122
Kozak & Associates
Colorado
$14.7K
HPC
1123
HM Payson & Co
Maine
$14.7K -$9.89K -286 -43%
BBPWM
1124
Blue Bell Private Wealth Management
Pennsylvania
$14.5K
CWA
1125
Clearview Wealth Advisors
Oregon
$14.2K +$1.04K +30 +9%