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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3701
Tortoise Investment Management
New York
$352K -$1.78K -18 -0.4%
AAM
3702
Augustine Asset Management
Florida
$350K +$4.15K +42 +1%
HC
3703
Hoese & Co
Minnesota
$349K – – –
SMWM
3704
Silvia McColl Wealth Management
California
$347K +$408K +4,130 New
HFS
3705
HBC Financial Services
Washington
$346K +$97.4K +986 +32%
PWA
3706
Peterson Wealth Advisors
Utah
$345K -$12.6K -128 -3%
LG
3707
LAM Group
Oregon
$344K +$405K +4,100 New
RPGK
3708
Retirement Planning Group (Kansas)
Kansas
$344K -$263K -2,667 -39%
CWR
3709
Chico Wealth RIA
California
$344K +$405K +4,096 New
TAM
3710
Trillium Asset Management
Massachusetts
$343K +$10.6K +107 +3%
TA
3711
TKG Advisors
Indiana
$343K -$481K -4,870 -54%
CSIA
3712
Charles Schwab Investment Advisory
California
$342K -$4.54K -46 -1%
HIM
3713
Hillsdale Investment Management
Ontario, Canada
$342K +$70.1K +710 +21%
WP
3714
Wealthspan Partners
Iowa
$342K -$12.8K -130 -3%
ODFS
3715
O'Donnell Financial Services
California
$340K -$15K -152 -4%
HF
3716
Halpern Financial
Virginia
$340K – – –
LA
3717
Lane & Associates
New Jersey
$339K +$399K +4,039 New
TIM
3718
Tevis Investment Management
Texas
$339K -$16.7K -169 -4%
TWM
3719
Tolleson Wealth Management
Texas
$338K +$5.93K +60 +2%
SRG
3720
SBB Research Group
Illinois
$336K -$296K -3,000 -43%
FMP
3721
Financial Management Professionals
Texas
$336K -$86.8K -879 -18%
PCM
3722
Pentwater Capital Management
Florida
$336K +$198K +2,000 +100%
NLP
3723
Next Level Private
New York
$336K -$1.98K -20 -0.5%
REMPR
3724
Roof Eidam Maycock Peralta (REMP)
California
$334K -$9.88K -100 -2%
HP
3725
Hyperion Partners
Pennsylvania
$333K +$392K +3,966 New
147 148
149
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