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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2701
Financial Advisors
Massachusetts
$373K – – –
TIM
2702
Tortoise Investment Management
New York
$372K +$7.18K +50 +2%
GIM
2703
Greylin Investment Management
Virginia
$371K – – –
CMBA
2704
C.M. Bidwell & Associates
Hawaii
$369K -$62.4K -435 -18%
ADMI
2705
Albert D. Mason Inc
Massachusetts
$369K – – –
CIC
2706
Cutler Investment Counsel
Oregon
$369K +$718 +5 +0.2%
DC
2707
Defender Capital
North Carolina
$368K +$4.31K +30 +2%
EIG
2708
Ellenbecker Investment Group
Wisconsin
$367K -$7.89K -55 -3%
SAM
2709
S.A. Mason
Michigan
$366K -$33K -230 -10%
HWMG
2710
Hurlow Wealth Management Group
Indiana
$366K -$287 -2 -0.1%
UWM
2711
USAdvisors Wealth Management
Minnesota
$365K -$44.8K -312 -13%
SDH
2712
Sloy Dahl & Holst
Washington
$363K -$4.16K -29 -1%
PAM
2713
Premier Asset Management
Illinois
$363K – – –
CM
2714
Castleark Management
Illinois
$362K – – –
SC
2715
Sovarnum Capital
New York
$362K +$287K +2,000 New
SHWM
2716
Smith & Howard Wealth Management
Georgia
$360K – – –
WC
2717
Whitney & Co
New York
$360K – – –
MCG
2718
MACRO Consulting Group
New Jersey
$359K -$8.76K -61 -3%
MW
2719
MBL Wealth
North Carolina
$359K +$284K +1,980 New
BC
2720
Brio Consultants
California
$356K -$27.7K -193 -9%
EE
2721
EWG Elevate
California
$356K +$431 +3 +0.2%
CCM
2722
Chickasaw Capital Management
Tennessee
$354K – – –
RSWM
2723
Robertson Stephens Wealth Management
California
$353K -$2.87K -20 -1%
CAM
2724
CenterStar Asset Management
Illinois
$352K – – –
LGA
2725
Lebenthal Global Advisors
New York
$352K +$279K +1,946 New
107 108
109
110 111