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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2176
Northwest Quadrant Wealth Management
Oregon
$582K +$22.3K +456 +4%
CFG
2177
Carr Financial Group
Massachusetts
$581K +$342 +7 +0.1%
TIM
2178
Tortoise Investment Management
New York
$580K -$3.71K -76 -0.7%
LWM
2179
Ledge Wealth Management
Minnesota
$580K -$73.3K -1,500 -12%
MM
2180
MQS Management
New York
$577K +$539K +11,039 New
GWSG
2181
GPS Wealth Strategies Group
Colorado
$576K +$538K +11,026 New
FDCC
2182
Foster Dykema Cabot & Co
Massachusetts
$576K +$538K +11,018 New
JA
2183
JLB & Associates
Michigan
$575K +$537K +11,004 New
CH
2184
Canton Hathaway
Rhode Island
$574K +$54.2K +1,110 +11%
GFP
2185
Gryphon Financial Partners
Ohio
$573K +$26.2K +536 +5%
SWP
2186
Semus Wealth Partners
Florida
$573K -$64.5K -1,321 -11%
LIA
2187
LBMC Investment Advisors
Tennessee
$573K +$263K +5,392 +97%
CBT
2188
Central Bank & Trust
Kentucky
$571K +$9.96K +204 +2%
CAMV
2189
Concord Asset Management (Virginia)
Virginia
$569K +$532K +10,885 New
PA
2190
Parkside Advisors
California
$569K – – –
AMG
2191
Asset Management Group
Connecticut
$568K +$3.66K +75 +0.7%
PIA
2192
Powell Investment Advisors
Florida
$568K – – –
OA
2193
Oxbow Advisors
Texas
$567K – – –
WFM
2194
Wolff Financial Management
Michigan
$564K – – –
BW
2195
BIP Wealth
Georgia
$564K +$527K +10,787 New
MSA
2196
Marino Stram & Associates
Massachusetts
$563K -$25.1K -513 -5%
SFWA
2197
Summit Financial Wealth Advisors
Louisiana
$562K – – –
BLC
2198
Brown, Lisle/Cummings
Rhode Island
$561K +$293 +6 +0.1%
BCG
2199
Breakwater Capital Group
New Jersey
$561K +$62.1K +1,271 +13%
GF
2200
Gries Financial
Ohio
$560K -$2.81M -57,614 -84%
86 87
88
89 90