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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1351
Tortoise Investment Management
New York
$35.4K +$1.84K +10 +5%
KC
1352
Kepos Capital
New York
$35K +$184 +1 +0.5%
SWM
1353
Sugarloaf Wealth Management
Georgia
$33.6K – – –
CMP
1354
Coston McIsaac & Partners
Maine
$33K – – –
WBC
1355
West Branch Capital
Massachusetts
$32.6K – – –
GKIM
1356
GW&K Investment Management
Massachusetts
$32K +$3.32K +18 +11%
SWA
1357
Sutton Wealth Advisors
Florida
$31.2K +$6.82K +37 +26%
IBOK
1358
Independence Bank of Kentucky
Kentucky
$30.5K +$2.77K +15 +9%
PK
1359
Pflug Koory
Nebraska
$29.4K – – –
SOS
1360
Silver Oak Securities
Tennessee
$28.5K +$30.1K +163 New
BFPW
1361
BOK Financial Private Wealth
Colorado
$27.7K – – –
OP
1362
ORG Partners
Indiana
$27.7K +$5.16K +28 +22%
PSB
1363
Piscataqua Savings Bank
New Hampshire
$27.5K – – –
HF
1364
Halpern Financial
Virginia
$26.4K +$21.4K +116 +331%
MAM
1365
Magellan Asset Management
Australia
$26.3K – – –
SVCP
1366
Silicon Valley Capital Partners
California
$24.5K +$184 +1 +0.7%
CH
1367
Canton Hathaway
Rhode Island
$24K – – –
TWP
1368
TFO Wealth Partners
Ohio
$23.6K +$184 +1 +0.8%
DSC
1369
Duncker Streett & Co
Missouri
$23.3K -$3.69K -20 -13%
DWA
1370
Delos Wealth Advisors
Texas
$22.4K – – –
NMG
1371
New Millennium Group
Utah
$22K -$1.02M -5,523 -98%
AWM
1372
Avior Wealth Management
Nebraska
$21.4K -$3.69K -20 -14%
RW
1373
RVW Wealth
California
$21.4K +$22.5K +122 New
ME
1374
McIlrath & Eck
Washington
$21.3K – – –
EWM
1375
Evermay Wealth Management
Virginia
$20.8K +$9.22K +50 +72%
53 54
55
56 57