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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1201
Sound Income Strategies
Florida
$31.5K +$16K +25 +156%
OAJ
1202
Ogorek Anthony Joseph
New York
$31K
UOTTAIMCU
1203
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.7K -$323K -503 -93%
CCC
1204
Chelsea Counsel Company
California
$30.7K
PK
1205
Pflug Koory
Nebraska
$30.7K
EB
1206
Eastern Bank
Massachusetts
$29.2K
TIM
1207
Total Investment Management
Arizona
$29.2K +$24.4K +38 New
CFFP
1208
Center for Financial Planning
Michigan
$28.4K
KPP
1209
Kings Path Partners
Texas
$27.6K
LWCFA
1210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.9K
FFO
1211
Fortitude Family Office
Arizona
$26.9K +$7.06K +11 +46%
KC
1212
Knuff & Co
California
$26.9K +$22.5K +35 New
SHF
1213
Safe Harbor Fiduciary
Florida
$25.3K
SWP
1214
Strategic Wealth Partners
Ohio
$25.3K +$21.2K +33 New
CVM
1215
Cheviot Value Management
California
$24.7K
MAM
1216
Meeder Asset Management
Ohio
$24.6K -$14.8K -23 -42%
AF
1217
Alerus Financial
North Dakota
$24.6K +$20.5K +32 New
WAS
1218
Winch Advisory Services
Wisconsin
$23.8K +$5.13K +8 +35%
Kayne Anderson Rudnick Investment Management
1219
Kayne Anderson Rudnick Investment Management
California
$23.6K -$55.2K -86 -74%
NWM
1220
Nova Wealth Management
Florida
$23.1K +$2.57K +4 +15%
JWA
1221
JFS Wealth Advisors
Pennsylvania
$23K +$1.28K +2 +7%
TWD
1222
True Wealth Design
Ohio
$23K +$1.93K +3 +11%
KG
1223
Kilter Group
New York
$23K +$19.3K +30 New
FFA
1224
Frazier Financial Advisors
Ohio
$22.7K
QL
1225
Quarry LP
New York
$22.3K -$32.7K -51 -64%