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Excelerate Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
201
Financial Network Wealth Advisors
Utah
$874 – – –
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$845 – – –
EP
203
Essential Partners
California
$798 – – –
CA
204
Clearstead Advisors
Ohio
$722 +$654 +19 New
AssetMark Inc
205
AssetMark Inc
California
$684 – – –
CFM
206
Cornerstone Financial Management
Massachusetts
$608 +$551 +16 New
CFO
207
CVA Family Office
Colorado
$570 -$69 -2 -12%
MB
208
MidFirst Bank
Oklahoma
$532 – – –
BFS
209
Bare Financial Services
Pennsylvania
$456 – – –
SHIM
210
Stone House Investment Management
Pennsylvania
$456 – – –
IPS
211
Investors Portfolio Services
Washington
$418 +$379 +11 New
IA
212
IFP Advisors
Florida
$228 -$172 -5 -45%
KFAS
213
Keating Financial Advisory Services
Kansas
$190 -$207 -6 -55%
PTC
214
Private Trust Company
Ohio
$190 – – –
CCMI
215
Creative Capital Management Investments
California
$190 +$172 +5 New
FFO
216
Fortitude Family Office
Arizona
$152 -$344 -10 -71%
APFP
217
Action Point Financial Planning
Michigan
$76 +$69 +2 New
RWM
218
Rialto Wealth Management
New York
$38 – – –
DF
219
DecisionPoint Financial
Arizona
$38 +$34 +1 New
LI
220
LRI Investments
Florida
$38 +$34 +1 New
HIA
221
Harbor Investment Advisory
Maryland
$2 – – –
CMF
222
Counterpoint Mutual Funds
California
– -$4.19M -125,387 Closed
HCP
223
Hiddenite Capital Partners
New York
– -$4.18M -125,000 Closed
First Trust Advisors
224
First Trust Advisors
Illinois
– -$2.7M -80,646 Closed
YIH
225
Y-Intercept (HK)
Hong Kong
– -$2.07M -62,018 Closed