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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Salem Investment Counselors
North Carolina
$3.04K
GKIM
352
GW&K Investment Management
Massachusetts
$3K -$472 -8 -13%
PP
353
Paladin Partners
Wisconsin
$2.91K
KG
354
Kilter Group
New York
$2.91K +$2.42K +41 +1,025%
FCAS
355
First Command Advisory Services
Texas
$2.85K +$2.12K +36 +450%
CFM
356
Cornerstone Financial Management
Massachusetts
$2.72K +$1.06K +18 +75%
BHWM
357
Beaird Harris Wealth Management
Texas
$2.42K
HWP
358
Highline Wealth Partners
California
$2.4K
JWM
359
JPL Wealth Management
Colorado
$2.27K
PP
360
Pacifica Partners
Canada
$2.23K
RWM
361
Raffa Wealth Management
District of Columbia
$2.14K +$1.95K +33 New
SIM
362
Synergy Investment Management
Florida
$2.08K +$2.12K +36 New
BWM
363
Benson Wealth Management
Tennessee
$2.07K
BH
364
Burk Holdings
Oklahoma
$2.07K
NSIM
365
North Star Investment Management
Illinois
$2.07K
IAS
366
IMA Advisory Services
Colorado
$2.01K -$649 -11 -26%
AW
367
Avion Wealth
Texas
$2K
TCM
368
Triumph Capital Management
Colorado
$1.88K
CCMI
369
Creative Capital Management Investments
California
$1.88K +$1.71K +29 New
BFPW
370
BOK Financial Private Wealth
Colorado
$1.75K +$1.59K +27 New
MAS
371
MPWM Advisory Solutions
Georgia
$1.75K
AF
372
Alerus Financial
North Dakota
$1.68K
CFB
373
Cullen/Frost Bankers
Texas
$1.68K +$767 +13 +100%
GWM
374
Geneos Wealth Management
Colorado
$1.62K
HNB
375
Huntington National Bank
Ohio
$1.62K +$1.42K +24 +2,400%