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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2301
Plante Moran Financial Advisors
Michigan
$122K -$63.7K -1,130 -36%
NIMI
2302
Natixis Investment Managers International
France
$121K -$34.4K -610 -23%
IFAM
2303
Institutional & Family Asset Management
Colorado
$121K -$6.77K -120 -6%
APC
2304
Aspire Private Capital
North Carolina
$116K
LD
2305
Lipe & Dalton
New York
$115K
GKIM
2306
GW&K Investment Management
Massachusetts
$114K +$2.25K +40 +2%
CIA
2307
Cape Investment Advisory
Georgia
$114K -$56.9K -1,010 -35%
AWM
2308
AllSquare Wealth Management
New York
$112K
RFS
2309
Richardson Financial Services
Massachusetts
$112K +$101K +1,790 +3,580%
CJ
2310
Caitlin John
Michigan
$110K
CTWM
2311
Cherry Tree Wealth Management
Minnesota
$110K +$2.82K +50 +3%
BCP
2312
Blue Chip Partners
Michigan
$109K +$101K +1,800 New
CWP
2313
Concord Wealth Partners
Virginia
$109K +$564 +10 +0.6%
SR
2314
Syntax Research
Florida
$106K
FMP
2315
Financial Management Professionals
Texas
$106K -$38.3K -680 -28%
KFI
2316
Key Financial Inc
Pennsylvania
$106K
CSB
2317
City State Bank
Iowa
$105K
LB
2318
Legacy Bridge
Iowa
$104K +$56.4K +1,000 +141%
PP
2319
Pingora Partners
Wyoming
$100K +$8.46K +150 +10%
AWM
2320
Activest Wealth Management
Florida
$99.7K +$22.6K +400 +32%
NECFA
2321
New England Capital Financial Advisors
Connecticut
$97.5K
AFS
2322
Annapolis Financial Services
Maryland
$96.3K -$88.5K -1,570 -50%
WT
2323
Washington Trust
Rhode Island
$94.1K
GJWM
2324
Gilliland Jeter Wealth Management
Arkansas
$93.5K +$86.8K +1,540 New
GJIA
2325
Glass Jacobson Investment Advisors
Maryland
$92.9K +$5.64K +100 +7%