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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1826
Tacita Capital
Ontario, Canada
$45K – – –
RCG
1827
Rock Creek Group
District of Columbia
$42.6K -$2.92K -31 -6%
GFL
1828
Granite FO LLC
New Hampshire
$42.5K +$45.1K +478 New
SC
1829
Skylands Capital
Wisconsin
$42K -$11.3K -120 -20%
MIM
1830
Manitou Investment Management
Ontario, Canada
$41K +$43.9K +466 New
KFS
1831
Kelly Financial Services
Massachusetts
$40.5K -$1.04K -11 -2%
TIM
1832
Tortoise Investment Management
New York
$40.3K – – –
ZB
1833
Zions Bancorporation
Utah
$40K -$10K -106 -19%
AWM
1834
Abound Wealth Management
Tennessee
$40K +$7.73K +82 +22%
JEST
1835
JTC Employer Solutions Trustee
Jersey
$40K – – –
RG
1836
Retirement Group
California
$39K +$30.1K +319 +266%
MCA
1837
Maryland Capital Advisors
Maryland
$36.8K – – –
BWM
1838
Baystate Wealth Management
Massachusetts
$36.4K +$20.7K +220 +113%
GKIM
1839
GW&K Investment Management
Massachusetts
$36K +$38.8K +411 New
SSC
1840
Syverson Strege & Co
Iowa
$35.4K – – –
IHWM
1841
Iron Horse Wealth Management
Iowa
$35.3K +$5.66K +60 +18%
MIM
1842
Macroview Investment Management
Maryland
$35K – – –
KHC
1843
Koesten Hirschmann & Crabtree
Kansas
$34.7K – – –
2L
1844
25 LLC
Missouri
$33.3K +$36.7K +389 New
FFC
1845
First Financial Corp
Indiana
$33.2K -$5.09K -54 -13%
BSWA
1846
Bromfield Sneider Wealth Advisors
Massachusetts
$32.9K – – –
GFPC
1847
Global Financial Private Client
Florida
$32.4K +$9.43K +100 +37%
AWA
1848
Artemis Wealth Advisors
New York
$32.3K +$32.3K +342 +1,368%
APC
1849
Aspire Private Capital
North Carolina
$31.7K -$4.15K -44 -11%
FMP
1850
Financial Management Professionals
Texas
$31K +$31.2K +331 +1,505%