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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
176
GW&K Investment Management
Massachusetts
$6K
SPIA
177
Steward Partners Investment Advisory
New York
$5.86K -$1.95K -95 -27%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$5.52K
BCM
179
Boreal Capital Management
Florida
$4.73K +$4.31K +210 New
RWM
180
Raffa Wealth Management
District of Columbia
$4.17K
PTC
181
Private Trust Company
Ohio
$4.17K +$1.13K +55 +42%
Bessemer Group
182
Bessemer Group
New Jersey
$4K -$42.8K -2,085 -91%
PB
183
Pinnacle Bancorp
Nebraska
$3.94K
ZBNA
184
Zions Bancorporation, National Association
Utah
$3.94K
CFO
185
CVA Family Office
Colorado
$3.78K -$41 -2 -1%
FHA
186
First Horizon Advisors
Tennessee
$3.73K +$3.39K +165 New
BIA
187
Bell Investment Advisors
California
$3.15K -$1.01K -49 -26%
CFD
188
Creative Financial Designs
Indiana
$3.04K -$1.54K -75 -36%
BWL
189
Bogart Wealth LLC
Virginia
$2.7K +$1.23K +60 +100%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$2.59K
TPCW
191
TD Private Client Wealth
New York
$2.37K +$2.16K +105 New
TIM
192
Tortoise Investment Management
New York
$2.29K +$21 +1 +1%
BLC
193
Brown, Lisle/Cummings
Rhode Island
$1.82K +$21 +1 +1%
MCM
194
Manchester Capital Management
Vermont
$1.58K +$1.44K +70 New
BHWM
195
Beaird Harris Wealth Management
Texas
$1.46K
HI
196
Harbour Investments
Wisconsin
$1.13K
CI
197
CX Institutional
Indiana
$1K
NS
198
NBC Securities
Alabama
$1K +$1.56K +76 New
FCAS
199
First Command Advisory Services
Texas
$901
PWAM
200
Private Wealth Asset Management
Iowa
$901