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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2701
GW&K Investment Management
Massachusetts
$78K -$686 -17 -0.9%
OCM
2702
Osterweis Capital Management
California
$77.3K – – –
CH
2703
Canton Hathaway
Rhode Island
$74K – – –
PMFA
2704
Plante Moran Financial Advisors
Michigan
$74K -$122K -3,037 -63%
LFASL
2705
Lugano Financial Advisors SA (LFA)
Switzerland
$73.8K +$44.6K +1,105 +169%
SIC
2706
SJS Investment Consulting
Ohio
$73.5K -$50.6K -1,255 -42%
PCTC
2707
Perkins Coie Trust Company
Washington
$73.2K – – –
IHWM
2708
Iron Horse Wealth Management
Iowa
$69.5K -$12.2K -302 -15%
PO
2709
Private Ocean
California
$68.2K -$16.8K -417 -20%
TIM
2710
Thompson Investment Management
Wisconsin
$66.4K – – –
WPWM
2711
Western Pacific Wealth Management
Illinois
$64.9K +$1.9K +47 +3%
SAG
2712
Spotlight Asset Group
Illinois
$64K – – –
EWP
2713
Elevation Wealth Partners
California
$63.3K -$15.4K -382 -20%
TC
2714
Tacita Capital
Ontario, Canada
$61.6K +$3.71K +92 +7%
QL
2715
Quarry LP
New York
$61.5K -$72.8K -1,804 -55%
IWMWV
2716
Ironwood Wealth Management (West Virginia)
West Virginia
$60.3K – – –
JEST
2717
JTC Employer Solutions Trustee
Jersey
$60K – – –
LIA
2718
Luken Investment Analytics
Tennessee
$59.3K – – –
PP
2719
PrairieView Partners
Minnesota
$59K -$8.71K -216 -14%
FFA
2720
Frazier Financial Advisors
Ohio
$58.2K +$4.72K +117 +9%
SC
2721
Stephens Consulting
Michigan
$57.5K – – –
CJL
2722
Cyrus J. Lawrence
New York
$56K +$54.7K +1,357 New
SR
2723
Syntax Research
Florida
$54.5K – – –
WPA
2724
West Paces Advisors
Georgia
$51.9K -$23.9K -592 -32%
FMP
2725
Financial Management Professionals
Texas
$50K +$3.43K +85 +8%
107 108
109
110 111