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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2701
Colonial River Investments
Virginia
$276K +$236K +2,257 New
PCM
2702
Pennsylvania Capital Management
Pennsylvania
$276K -$18K -172 -7%
B
2703
Bellecapital
Switzerland
$276K – – –
AFT
2704
Alpha Family Trust
California
$276K +$236K +2,255 New
SAM
2705
S.A. Mason
Michigan
$275K – – –
TIM
2706
Tortoise Investment Management
New York
$275K +$8.36K +80 +4%
KWM
2707
Keebeck Wealth Management
Illinois
$274K +$2.09K +20 +0.9%
VF
2708
Vest Financial
Virginia
$274K +$234K +2,242 New
MAG
2709
Mayfair Advisory Group
Alabama
$274K +$234K +2,242 New
MWM
2710
Maltin Wealth Management
New Jersey
$274K +$234K +2,240 New
WSWA
2711
Warren Street Wealth Advisors
California
$273K +$233K +2,235 New
BCM
2712
Buckhead Capital Management
Georgia
$273K – – –
LSC
2713
Lesa Sroufe & Co
Washington
$273K – – –
WMP
2714
Wealth Management Partners
Arizona
$273K -$10.4K -100 -4%
AT
2715
Arden Trust
Delaware
$273K -$104 -1 -0%
JWM
2716
JFG Wealth Management
Colorado
$273K +$233K +2,228 New
KIM
2717
Karpus Investment Management
New York
$271K +$231K +2,215 New
OCPWS
2718
One Charles Private Wealth Services
Massachusetts
$271K +$231K +2,215 New
HAS
2719
Holland Advisory Services
Florida
$271K +$231K +2,212 New
RA
2720
Rise Advisors
New York
$270K +$104K +996 +82%
FC
2721
Financial Council
Maryland
$270K +$231K +2,209 New
PFP
2722
Paragon Financial Partners
California
$270K +$231K +2,209 New
MFG
2723
Monte Financial Group
Connecticut
$270K +$230K +2,206 New
AIM
2724
AHL Investment Management
Florida
$270K -$4.7K -45 -2%
LRWA
2725
Long Run Wealth Advisors
New York
$270K +$230K +2,204 New
107 108
109
110 111