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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.7K – – –
AP
777
Antipodes Partners
Australia
$44.5K +$31.9K +112 New
HIA
778
Highland Investment Advisors
Florida
$43.3K +$31K +109 New
KFI
779
Key Financial Inc
Pennsylvania
$43.1K – – –
GKIM
780
GW&K Investment Management
Massachusetts
$43K +$1.71K +6 +6%
OAJ
781
Ogorek Anthony Joseph
New York
$42K +$3.99K +14 +15%
TFIPS
782
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.7K – – –
LFG
783
Larson Financial Group
Missouri
$40.6K +$10.8K +38 +59%
SIM
784
Sims Investment Management
Ohio
$39.9K +$28.5K +100 New
MA
785
Montag & Associates
Georgia
$39.4K – – –
RDFA
786
Ritter Daniher Financial Advisory
Ohio
$35.8K – – –
MB
787
MidFirst Bank
Oklahoma
$35K – – –
SL
788
Salomon & Ludwin
Virginia
$31.1K – – –
SC
789
SMA Capital
New York
$31K +$22.2K +78 New
MCM
790
MV Capital Management
Maryland
$29.4K +$5.69K +20 +37%
BWL
791
Bogart Wealth LLC
Virginia
$29K +$13.7K +48 +192%
TCOV
792
Trust Company of Vermont
Vermont
$27.8K +$19.9K +70 New
S
793
Sachetta
Massachusetts
$26.2K +$5.13K +18 +38%
JWM
794
JPL Wealth Management
Colorado
$26.2K +$18.8K +66 New
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.9K -$4.55K -16 -20%
EWP
796
Elevation Wealth Partners
California
$25.8K +$1.99K +7 +12%
PWA
797
Physician Wealth Advisors
Utah
$25.8K +$5.41K +19 +41%
SS
798
SBI Securities
Japan
$25.4K – – –
GBT
799
Grove Bank & Trust
Florida
$23.8K – – –
SWM
800
SHP Wealth Management
Massachusetts
$23.6K +$1.71K +6 +11%