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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1026
Optimum Investment Advisors
Illinois
$6K +$5.72K +48 New
PCTC
1027
Perkins Coie Trust Company
Washington
$6K +$5.84K +49 New
GKIM
1028
GW&K Investment Management
Massachusetts
$6K +$5.96K +50 New
RWM
1029
Raffa Wealth Management
District of Columbia
$5.01K – – –
S
1030
Surevest
California
$5K -$2.14K -18 -31%
BWA
1031
BDO Wealth Advisors
Florida
$5K – – –
NIC
1032
Northwest Investment Counselors
Oregon
$5K – – –
GAM
1033
Gemmer Asset Management
California
$5K +$1.31K +11 +34%
SC
1034
Schubert & Co
Texas
$5K +$1.67K +14 +61%
LWA
1035
Lenox Wealth Advisors
New York
$5K +$2.5K +21 +111%
TAIM
1036
TD Ameritrade Investment Management
Nebraska
$5K +$3.1K +26 +260%
AAP
1037
Arax Advisory Partners
Colorado
$5K +$3.45K +29 +290%
DI
1038
Disciplined Investments
Oklahoma
$5K +$4.88K +41 New
WPA
1039
West Paces Advisors
Georgia
$4.49K +$4.17K +35 New
ST
1040
Sageworth Trust
Pennsylvania
$4K -$4.05K -34 -51%
LFG
1041
Larson Financial Group
Missouri
$4K – – –
MWA
1042
Miller Wealth Advisors
Colorado
$4K – – –
VNA
1043
Valley National Advisers
Pennsylvania
$4K – – –
PAG
1044
Paladin Advisory Group
Iowa
$4K +$3.69K +31 New
HPC
1045
HM Payson & Co
Maine
$3K -$11.3K -95 -81%
BA
1046
Bivin & Associates
Oklahoma
$3K – – –
FWM
1047
Focused Wealth Management
New York
$3K – – –
LPWM
1048
Lake Point Wealth Management
Texas
$3K – – –
SIC
1049
Salem Investment Counselors
North Carolina
$3K – – –
SC
1050
SouthState Corp
Florida
$3K – – –
40 41
42
43 44