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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
2951
GW&K Investment Management
Massachusetts
$54K +$56.3K +1,062 New
IWP
2952
IAG Wealth Partners
Wisconsin
$52K – – –
JWBC
2953
John W. Brooker & Co
California
$49K – – –
WAM
2954
Westport Asset Management
Connecticut
$45K – – –
TCWA
2955
Ten Capital Wealth Advisors
Washington
$45K +$5.08K +96 +12%
CIA
2956
Cascade Investment Advisors
Oregon
$42.3K – – –
HRC
2957
Hoertkorn Richard Charles
$41K – – –
PCC
2958
Park Circle Company
Maryland
$41K – – –
CM
2959
Cornerstone Management
Georgia
$40.4K – – –
HC
2960
Hoese & Co
Minnesota
$39K – – –
WFA
2961
West Financial Advisors
Iowa
$38K -$53 -1 -0.1%
GWA
2962
Gibson Wealth Advisors
Texas
$37K – – –
MBFW
2963
Morton Brown Family Wealth
Pennsylvania
$37K +$20.1K +379 +109%
HIIFS
2964
Harel Insurance Investments & Financial Services
Israel
$36K – – –
CSIA
2965
Conrad Siegel Investment Advisors
Pennsylvania
$36K +$37.1K +700 New
LSA
2966
Lansing Street Advisors
Pennsylvania
$35K +$34.4K +650 New
CDIA
2967
Capital Directions Investment Advisors
Georgia
$32K +$33.4K +631 New
BA
2968
Bivin & Associates
Oklahoma
$30K -$15.8K -299 -34%
CI
2969
Cordant Inc
Oregon
$30K +$31.5K +594 New
BFG
2970
Baron Financial Group
New Jersey
$29.8K – – –
CWAF
2971
Core Wealth Advisors (Florida)
Florida
$26K -$26.5K -500 -49%
GCA
2972
Greenwood Capital Associates
South Carolina
$25K -$1.11M -20,888 -98%
CIM
2973
Contravisory Investment Management
Massachusetts
$23K +$19.6K +370 +425%
SSC
2974
Syverson Strege & Co
Iowa
$22K – – –
LFA
2975
Level Financial Advisors
New York
$21K +$9.22K +174 +71%