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