Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2701
Versant Capital Management
Arizona
$97.4K -$4.76K -173 -5%
GKIM
2702
GW&K Investment Management
Massachusetts
$97K +$25.3K +920 +36%
PG
2703
Proffitt & Goodson
Tennessee
$96.3K -$3.3K -120 -3%
PWMG
2704
Private Wealth Management Group
New Jersey
$93.6K -$8.76K -318 -9%
SWC
2705
Spectrum Wealth Counsel
Indiana
$91.3K – – –
EFP
2706
EnRich Financial Partners
Wisconsin
$90.4K – – –
CTB
2707
Country Trust Bank
Illinois
$89.5K -$1.38K -50 -2%
FG
2708
Fairman Group
Pennsylvania
$89.1K +$303 +11 +0.3%
W
2709
WealthCollab
Washington
$85.6K +$8.26K +300 +11%
GWSA
2710
Global Wealth Strategies & Associates
Colorado
$84.6K +$5.31K +193 +7%
DF
2711
DecisionPoint Financial
Arizona
$84.6K – – –
SFM
2712
Spartan Fund Management
Canada
$83.9K – – –
VAMG
2713
Voisard Asset Management Group
Michigan
$83K -$1.93K -70 -2%
TCM
2714
TruNorth Capital Management
Michigan
$82.2K +$5.86K +213 +8%
TLA
2715
Tanglewood Legacy Advisors
Texas
$81.5K – – –
KPP
2716
Kings Path Partners
Texas
$79.7K +$78.5K +2,850 New
APC
2717
Aspire Private Capital
North Carolina
$77K -$2.53K -92 -3%
CWC
2718
Carolinas Wealth Consulting
North Carolina
$76K -$62.4K -2,265 -45%
CCMI
2719
Creative Capital Management Investments
California
$70.3K -$13.1K -477 -16%
CFS
2720
CGC Financial Services
Oregon
$69.3K – – –
CIR
2721
Clear Investment Research
Georgia
$66.9K – – –
RAM
2722
Ramirez Asset Management
New York
$64.9K – – –
WOC
2723
West Oak Capital
California
$64.1K -$451K -16,390 -88%
WOSD
2724
WFA of San Diego
California
$63.3K +$62.2K +2,261 New
SNB
2725
Security National Bank
Nebraska
$63K – – –