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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2826
GW&K Investment Management
Massachusetts
$17K +$17.4K +351 New
LPWM
2827
Lake Point Wealth Management
Texas
$16K +$5.01K +101 +45%
ODG
2828
O'Dell Group
Ohio
$14K -$3.27K -66 -18%
CWM
2829
Curi Wealth Management
North Carolina
$14K – – –
SAM
2830
Strategic Asset Management
Minnesota
$14K +$595 +12 +4%
JEST
2831
JTC Employer Solutions Trustee
Jersey
$13K – – –
DB
2832
Dravo Bay
Delaware
$13K +$13K +262 New
WFA
2833
West Financial Advisors
Iowa
$12K – – –
ARIS
2834
Advanced Research Investment Solutions
California
$10K -$4.96K -100 -33%
CP
2835
Corbenic Partners
Pennsylvania
$10K – – –
UFF
2836
USA Financial Formulas
Michigan
$10K +$8.97K +181 +1,006%
SP
2837
SWS Partners
Ohio
$10K +$9.66K +195 New
RFWA
2838
RPg Family Wealth Advisory
Massachusetts
$9.91K – – –
CQS
2839
Credential Qtrade Securities
$9.02K – – –
BA
2840
Bellwether Advisors
Nebraska
$9K – – –
IFS
2841
Intelligent Financial Strategies
Minnesota
$9K – – –
TCM
2842
Tanaka Capital Management
New York
$9K – – –
GI
2843
GS Investments
Minnesota
$8K – – –
YAL
2844
Your Advocates Ltd
Texas
$8K – – –
SFA
2845
Semmax Financial Advisors
North Carolina
$8K +$50 +1 +0.6%
NL
2846
NVWM LLC
Pennsylvania
$8K +$99 +2 +1%
AIM
2847
Arcadia Investment Management
Michigan
$7K – – –
FWA
2848
FSC Wealth Advisors
New York
$7K – – –
WAM
2849
Worth Asset Management
Texas
$7K +$8.13K +164 New
AWM
2850
Activest Wealth Management
Florida
$6K +$1.54K +31 +31%
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114
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