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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1226
JFS Wealth Advisors
Pennsylvania
$35.1K
GKIM
1227
GW&K Investment Management
Massachusetts
$35K -$926 -2 -3%
OP
1228
ORG Partners
Indiana
$33.2K +$10.2K +22 +50%
MSWA
1229
Marshall & Sterling Wealth Advisors
New York
$30.2K +$463 +1 +2%
JFGIW
1230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.1K +$25.9K +56 New
BWL
1231
Bogart Wealth LLC
Virginia
$28.1K +$463 +1 +2%
FMP
1232
Financial Management Professionals
Texas
$27.6K -$2.78K -6 -10%
CT
1233
Clearstead Trust
Maine
$27.1K +$7.41K +16 +42%
Walleye Trading
1234
Walleye Trading
New York
$25.6K -$268K -578 -92%
NFSG
1235
Newbridge Financial Services Group
Florida
$25.1K +$23.2K +50 New
RC
1236
Rexford Capital
Texas
$25.1K +$23.2K +50 New
FFO
1237
Fortitude Family Office
Arizona
$24.6K +$8.34K +18 +58%
ADL
1238
Asset Dedication LLC
California
$23.6K -$926 -2 -4%
TWD
1239
True Wealth Design
Ohio
$23.6K +$17.6K +38 +422%
AP
1240
Aspect Partners
Virginia
$23.1K +$8.8K +19 +70%
OC
1241
Oakworth Capital
Alabama
$22.6K
AEPWM
1242
Atlantic Edge Private Wealth Management
Florida
$21.6K
PCTC
1243
Perkins Coie Trust Company
Washington
$20.1K -$463 -1 -2%
PWMG
1244
Private Wealth Management Group
New Jersey
$19.6K
SO
1245
Sierra Ocean
California
$19.6K +$5.09K +11 +39%
BCM
1246
Bares Capital Management
Texas
$17.1K
AW
1247
Avion Wealth
Texas
$17K +$5.09K +11 +48%
HHMI
1248
Howard Hughes Medical Institute
Maryland
$16.6K +$15.3K +33 New
MFT
1249
Moisand Fitzgerald Tamayo
Florida
$14K
RWM
1250
Raffa Wealth Management
District of Columbia
$14K