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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
1101
GW&K Investment Management
Massachusetts
$10K +$9.88K +178 New
CWM
1102
Cranbrook Wealth Management
Michigan
$9.89K +$9.71K +175 New
SIS
1103
Strategic Investment Solutions
Illinois
$9.73K -$5.05K -91 -33%
AP
1104
Atwood & Palmer
Missouri
$9.04K – – –
GGI
1105
Godsey & Gibb Inc
Virginia
$9.04K +$8.88K +160 New
TWM
1106
Tradition Wealth Management
Minnesota
$9K -$1.55K -28 -15%
BG
1107
Bollard Group
Massachusetts
$9K +$8.6K +155 New
GIA
1108
GHP Investment Advisors
Colorado
$8.78K -$2.77K -50 -27%
FCAG
1109
First Capital Advisors Group
New Jersey
$8.71K +$8.55K +154 New
RFG
1110
RFP Financial Group
Georgia
$8.65K -$4.11K -74 -33%
CTB
1111
Country Trust Bank
Illinois
$8.65K – – –
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$8.48K – – –
FP
1113
Financial Perspectives
Minnesota
$8.37K – – –
BWM
1114
BerganKDV Wealth Management
Minnesota
$8.31K -$9.38K -169 -53%
GPI
1115
General Partner Inc
Pennsylvania
$7.69K – – –
AWM
1116
Abound Wealth Management
Tennessee
$7.65K +$2.83K +51 +61%
ECM
1117
Estabrook Capital Management
New York
$7.63K – – –
SHIM
1118
Stone House Investment Management
Pennsylvania
$7.58K – – –
PPC
1119
Park Place Capital
Alabama
$7.31K -$1.17K -21 -14%
TVWM
1120
Tower View Wealth Management
Wisconsin
$7K +$6.66K +120 New
SIS
1121
Sound Income Strategies
Florida
$6.79K -$3.27K -59 -33%
CTWM
1122
Cherry Tree Wealth Management
Minnesota
$6.73K +$6.6K +119 New
IFAM
1123
Institutional & Family Asset Management
Colorado
$6.73K +$333 +6 +5%
VCM
1124
Versant Capital Management
Arizona
$6.67K – – –
PWMG
1125
Prestige Wealth Management Group
New Jersey
$6.62K +$5.61K +101 +631%