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Name Holding Trade Value Shares
Change
Change in
Stake
OP
676
ORG Partners
Indiana
$4.27K +$3.6K +18 New
OWP
677
ORG Wealth Partners
Texas
$4.04K – – –
OAJ
678
Ogorek Anthony Joseph
New York
$4K -$2.4K -12 -40%
MSWM
679
Mowery & Schoenfeld Wealth Management
Illinois
$3.32K – – –
KG
680
Kilter Group
New York
$3.32K +$1K +5 +56%
SFCL
681
Strengthening Families & Communities LLC
Massachusetts
$3.32K +$2K +10 +250%
KFAS
682
Keating Financial Advisory Services
Kansas
$3.32K +$2.8K +14 New
PTC
683
Private Trust Company
Ohio
$3.24K -$9.01K -45 -76%
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
$3.09K -$155K -772 -98%
AFC
685
Ares Financial Consulting
California
$3.09K +$2.6K +13 New
DWM
686
Dogwood Wealth Management
Kansas
$3.09K +$2.6K +13 New
IAS
687
IMA Advisory Services
Colorado
$3.08K +$2.6K +13 New
PCFFS
688
Pacific Center for Financial Services
California
$2.92K – – –
LI
689
LRI Investments
Florida
$2.85K – – –
MAM
690
Marquette Asset Management
Minnesota
$2.85K – – –
CSB
691
City State Bank
Iowa
$2.61K – – –
PMFA
692
Plante Moran Financial Advisors
Michigan
$2.61K – – –
SGK
693
Steigerwald Gordon & Koch
Virginia
$2.61K +$2.2K +11 New
SHIM
694
Stone House Investment Management
Pennsylvania
$2.61K +$2.2K +11 New
BCH
695
Berkshire Capital Holdings
California
$2.37K +$2K +10 New
GJIA
696
Glass Jacobson Investment Advisors
Maryland
$2.37K +$2K +10 New
MCF Advisors
697
MCF Advisors
Kentucky
$2.37K +$2K +10 New
PIS
698
POM Investment Strategies
North Carolina
$2.37K +$2K +10 New
TCM
699
TD Capital Management
Tennessee
$2.37K +$2K +10 New
BC
700
Barrett & Company
Rhode Island
$2.14K – – –