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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2101
GW&K Investment Management
Massachusetts
$8K -$43.4K -565 -84%
CP
2102
Corbenic Partners
Pennsylvania
$8K -$8.45K -110 -50%
CFFP
2103
Center for Financial Planning
Michigan
$8K – – –
CAM
2104
ClariVest Asset Management
California
$8K – – –
HFS
2105
Heritage Financial Services
Massachusetts
$8K +$8.06K +105 New
ACA
2106
Atlas Capital Advisors
Wyoming
$7.79K – – –
ARIS
2107
Advanced Research Investment Solutions
California
$7K – – –
MIFH
2108
Migdal Insurance & Financial Holdings
Israel
$6K – – –
FCMT
2109
Founders Capital Management (Texas)
Texas
$6K +$6.14K +80 New
IIL
2110
Insight Inv LLC
California
$6K +$6.14K +80 New
TAM
2111
Tucker Asset Management
Colorado
$5.2K – – –
SC
2112
Steph & Co
Wisconsin
$5K -$29.1K -379 -85%
OA
2113
Operose Advisors
Wisconsin
$5K – – –
SFCL
2114
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
CHA
2115
Carmichael Hill & Associates
Maryland
$5K +$1.84K +24 +59%
TWP
2116
TFO Wealth Partners
Ohio
$5K +$4.76K +62 New
SC
2117
Stephens Consulting
Michigan
$4.28K – – –
PCM
2118
Penserra Capital Management
California
$4K -$15.4K -200 -76%
APC
2119
Aspire Private Capital
North Carolina
$4K – – –
CWAF
2120
Core Wealth Advisors (Florida)
Florida
$4K – – –
AA
2121
Addison Advisors
Vermont
$4K +$1.15K +15 +43%
BCMIO
2122
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$3.84K +50 New
T2I
2123
Turim 21 Investimentos
Brazil
$3K – – –
DI
2124
Disciplined Investments
Oklahoma
$3K +$538 +7 +19%
LWP
2125
Laurel Wealth Planning
Minnesota
$3K +$2.61K +34 New
83 84
85
86 87