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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1101
Center for Financial Planning
Michigan
$41.5K -$30.8K -677 -41%
NB
1102
NBH Bank
Colorado
$40.1K +$42.3K +929 New
AIM
1103
Axiom Investment Management
New York
$39.7K – – –
RF
1104
Rossby Financial
Florida
$39.6K -$2.73K -60 -6%
GCM
1105
Gunpowder Capital Management
Maryland
$39K – – –
BMCM
1106
Burns Matteson Capital Management
New York
$38.3K +$40.3K +886 New
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$37.9K -$9.64K -212 -19%
SFG
1108
Strive Financial Group
Indiana
$36.9K +$2.05K +45 +6%
GKIM
1109
GW&K Investment Management
Massachusetts
$36K -$8.91K -196 -19%
SWA
1110
SOA Wealth Advisors
New York
$35.7K -$2.55K -56 -6%
AA
1111
Ancora Advisors
Ohio
$35.7K -$22.6K -496 -38%
AWM
1112
Ameliora Wealth Management
Switzerland
$35.2K – – –
BTC
1113
Bank & Trust Company
Illinois
$34K -$16.1K -355 -31%
QL
1114
Quarry LP
New York
$33.9K -$17.5K -385 -33%
AS
1115
Altshuler Shaham
Israel
$33.5K +$35.3K +775 New
HWP
1116
Highline Wealth Partners
California
$33.3K -$2.77K -61 -7%
EB
1117
Eastern Bank
Massachusetts
$33.2K – – –
NEWAS
1118
N.E.W. Advisory Services
Wisconsin
$32.9K -$9.55K -210 -22%
SWM
1119
SHP Wealth Management
Massachusetts
$32.3K -$3.55K -78 -9%
SL
1120
Salomon & Ludwin
Virginia
$32K -$1.09K -24 -3%
SGK
1121
Steigerwald Gordon & Koch
Virginia
$31.7K -$4.55K -100 -12%
MCM
1122
Manchester Capital Management
Vermont
$30.4K -$682 -15 -2%
SWP
1123
Strategic Wealth Partners
Ohio
$30.2K -$12.6K -276 -28%
OCM
1124
Orion Capital Management
California
$30.2K – – –
APFP
1125
Action Point Financial Planning
Michigan
$30.2K +$31.8K +700 New