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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1851
Arrowpoint Investment Partners
Singapore
$107K +$109K +170 New
GCM
1852
GKV Capital Management
California
$107K +$109K +170 New
WTA
1853
Washington Trust Advisors
Massachusetts
$103K -$18.5K -29 -15%
MSWM
1854
Mowery & Schoenfeld Wealth Management
Illinois
$103K +$24.9K +39 +31%
FA
1855
Fedenia Advisers
Wisconsin
$94.3K +$95.8K +150 New
CFGS
1856
Concourse Financial Group Securities
Alabama
$94.2K -$78.6K -123 -44%
FMTCOCP
1857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K – – –
FNWA
1858
Financial Network Wealth Advisors
Utah
$92.4K -$156K -244 -62%
GKIM
1859
GW&K Investment Management
Massachusetts
$91K +$2.56K +4 +3%
Loomis, Sayles & Company
1860
Loomis, Sayles & Company
Massachusetts
$87K +$1.28K +2 +1%
PWMG
1861
Private Wealth Management Group
New Jersey
$86.1K +$1.28K +2 +1%
CW
1862
Curio Wealth
Maryland
$84.2K +$85.6K +134 New
CWP
1863
Clark Wealth Partners
Illinois
$79.4K +$80.5K +126 New
ACM
1864
Anfield Capital Management
California
$78.6K – – –
CAS
1865
Coppell Advisory Solutions
Texas
$76.6K -$19.2K -30 -20%
AA
1866
Addison Advisors
Vermont
$75.4K -$14.1K -22 -15%
ICM
1867
Islay Capital Management
Texas
$73.5K -$56.2K -88 -43%
SIC
1868
SJS Investment Consulting
Ohio
$72.3K +$5.11K +8 +7%
DMBA
1869
Deseret Mutual Benefit Administrators
Utah
$71.6K +$5.11K +8 +8%
FFC
1870
First Financial Corp
Indiana
$71.6K +$72.8K +114 New
AF
1871
Atala Financial
California
$69.8K +$70.9K +111 New
KG
1872
Kieckhefer Group
Wisconsin
$69.1K +$70.3K +110 New
RPA
1873
Redwood Park Advisors
California
$69.1K +$70.3K +110 New
LIS
1874
Legacy Investment Solutions
Idaho
$68.3K +$11.5K +18 +18%
LWMI
1875
Legacy Wealth Management (Idaho)
Idaho
$68.3K +$11.5K +18 +18%