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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
SJS Investment Consulting
Ohio
$2.11K +$2.01K +54 New
HI
302
Harbour Investments
Wisconsin
$2.07K -$4.64K -125 -70%
GKIM
303
GW&K Investment Management
Massachusetts
$2K +$371 +10 +25%
MCM
304
MV Capital Management
Maryland
$1.84K -$3.01K -81 -63%
SWM
305
SHP Wealth Management
Massachusetts
$1.8K +$966 +26 +130%
PWA
306
Physician Wealth Advisors
Utah
$1.68K +$1.6K +43 New
AAS
307
Ameritas Advisory Services
Nebraska
$1.6K +$1.52K +41 New
FCAS
308
First Command Advisory Services
Texas
$1.56K +$1.49K +40 New
RWM
309
Raffa Wealth Management
District of Columbia
$1.37K – – –
WA
310
WPG Advisers
Maryland
$1.17K – – –
BGAI
311
Bruce G. Allen Investments
Colorado
$1.17K +$594 +16 +114%
AssetMark Inc
312
AssetMark Inc
California
$1.09K – – –
IRC
313
Investors Research Corp
Georgia
$1.09K – – –
TWD
314
True Wealth Design
Ohio
$1.06K -$1.15K -31 -53%
BFS
315
Bare Financial Services
Pennsylvania
$1.02K -$1.34K -36 -58%
PWA
316
Principia Wealth Advisory
Texas
$899 +$817 +22 +2,200%
ACA
317
American Capital Advisory
Idaho
$782 +$743 +20 New
WA
318
Whipplewood Advisors
Colorado
$743 – – –
PMFA
319
Plante Moran Financial Advisors
Michigan
$665 +$631 +17 New
AWM
320
Activest Wealth Management
Florida
$626 +$111 +3 +23%
SC
321
SouthState Corp
Florida
$587 -$334 -9 -38%
DF
322
Downshift Financial
Colorado
$587 +$557 +15 New
QL
323
Quarry LP
New York
$547 +$520 +14 New
HIA
324
Harbor Investment Advisory
Maryland
$504 – – –
BFPW
325
BOK Financial Private Wealth
Colorado
$352 +$334 +9 New