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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
Strive Financial Group
Indiana
$36.9K +$2.05K +45 +6%
GKIM
1102
GW&K Investment Management
Massachusetts
$36K -$8.91K -196 -19%
SWA
1103
SOA Wealth Advisors
New York
$35.7K -$2.55K -56 -6%
AA
1104
Ancora Advisors
Ohio
$35.7K -$22.6K -496 -38%
AWM
1105
Ameliora Wealth Management
Switzerland
$35.2K – – –
BTC
1106
Bank & Trust Company
Illinois
$34K -$16.1K -355 -31%
QL
1107
Quarry LP
New York
$33.9K -$17.5K -385 -33%
AS
1108
Altshuler Shaham
Israel
$33.5K +$35.3K +775 New
HWP
1109
Highline Wealth Partners
California
$33.3K -$2.77K -61 -7%
EB
1110
Eastern Bank
Massachusetts
$33.2K – – –
NEWAS
1111
N.E.W. Advisory Services
Wisconsin
$32.9K -$9.55K -210 -22%
SWM
1112
SHP Wealth Management
Massachusetts
$32.3K -$3.55K -78 -9%
SL
1113
Salomon & Ludwin
Virginia
$32K -$1.09K -24 -3%
SGK
1114
Steigerwald Gordon & Koch
Virginia
$31.7K -$4.55K -100 -12%
MCM
1115
Manchester Capital Management
Vermont
$30.4K -$682 -15 -2%
SWP
1116
Strategic Wealth Partners
Ohio
$30.2K -$12.6K -276 -28%
OCM
1117
Orion Capital Management
California
$30.2K – – –
APFP
1118
Action Point Financial Planning
Michigan
$30.2K +$31.8K +700 New
HPBT
1119
Hickory Point Bank & Trust
Illinois
$29.8K +$18.2K +400 +138%
EWP
1120
Elevation Wealth Partners
California
$29.8K +$14.4K +317 +85%
MWA
1121
Medallion Wealth Advisors
Connecticut
$29.5K +$45 +1 +0.1%
CTC
1122
Central Trust Company
Missouri
$28.8K -$2.68K -59 -8%
HWA
1123
HHM Wealth Advisors
Tennessee
$28.4K -$11.4K -250 -28%
WPA
1124
West Paces Advisors
Georgia
$28.2K +$29.7K +653 New
LI
1125
LRI Investments
Florida
$27.8K -$63.1K -1,388 -68%
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