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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2751
Tortoise Investment Management
New York
$196K – – –
CQS
2752
Credential Qtrade Securities
$194K -$14.2K -161 -7%
SWM
2753
Sugarloaf Wealth Management
Georgia
$192K -$30.9K -351 -14%
PPC
2754
Park Place Capital
Alabama
$189K -$15K -170 -8%
ME
2755
McIlrath & Eck
Washington
$189K -$13.5K -153 -7%
MSFP
2756
Mark Sheptoff Financial Planning
Connecticut
$189K -$52.9K -600 -22%
CSWM
2757
Cassady Schiller Wealth Management
Ohio
$188K +$7.67K +87 +4%
AAP
2758
Arax Advisory Partners
Colorado
$187K -$5.82K -66 -3%
KWAG
2759
Kiely Wealth Advisory Group
North Carolina
$187K +$172K +1,955 New
POIA
2760
Pin Oak Investment Advisors
Texas
$183K – – –
JCP
2761
Jennifer C. Price
$181K – – –
LF
2762
Lee Financial
Texas
$178K -$13.8K -156 -7%
SIA
2763
Sit Investment Associates
Minnesota
$174K – – –
CBC
2764
Coombe, Bender & Co
New York
$171K +$166K +1,888 New
TCWA
2765
Turtle Creek Wealth Advisors
Texas
$169K +$165K +1,875 New
EAM
2766
EdenTree Asset Management
United Kingdom
$167K – – –
TWM
2767
Tradition Wealth Management
Minnesota
$167K -$13.7K -155 -8%
BBPWM
2768
Blue Bell Private Wealth Management
Pennsylvania
$167K -$12.4K -141 -7%
CCA
2769
Criterion Capital Advisors
Tennessee
$167K +$163K +1,847 New
TWD
2770
True Wealth Design
Ohio
$166K -$4.67K -53 -3%
KI
2771
Kapitalo Investimentos
Brazil
$165K +$161K +1,828 New
SC
2772
Stephens Consulting
Michigan
$165K -$264 -3 -0.2%
AWM
2773
Atticus Wealth Management
Florida
$163K – – –
NL
2774
NKCFO LLC
Illinois
$158K – – –
WPWM
2775
Western Pacific Wealth Management
Illinois
$155K – – –
109 110
111
112 113