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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2251
Close Asset Management
United Kingdom
$537K – – –
IRP
2252
Investment Research Partners
Pennsylvania
$536K +$121K +386 +37%
TIM
2253
Tortoise Investment Management
New York
$535K +$19.4K +62 +5%
DPI
2254
Diversified Portfolios Inc
Michigan
$534K +$447K +1,429 New
DFS
2255
Demming Financial Services
Ohio
$534K -$47.6K -152 -10%
WF
2256
Wayfinding Financial
Washington
$534K +$13.1K +42 +3%
WWMSC
2257
Wagner Wealth Management (South Carolina)
South Carolina
$534K +$24.7K +79 +6%
EGA
2258
E&G Advisors
Texas
$532K -$64.2K -205 -13%
PW
2259
PUREfi Wealth
Massachusetts
$531K +$445K +1,421 New
PCP
2260
Panoramic Capital Partners
Oregon
$531K -$52K -166 -10%
CWA
2261
Canvas Wealth Advisors
Kansas
$530K +$17.2K +55 +4%
AI
2262
Atom Investors
Texas
$530K -$1.58M -5,059 -78%
SI
2263
Stirlingshire Investments
New York
$529K +$5.32K +17 +1%
CFC
2264
Coyle Financial Counsel
Illinois
$529K -$1.88K -6 -0.4%
SIA
2265
Sovereign Investment Advisors
Arizona
$528K – – –
EI
2266
Ellevest Inc
New York
$528K +$780K +2,491 New
CWM
2267
CCG Wealth Management
California
$527K +$25.7K +82 +6%
EFH
2268
Eaton Financial Holdings
Florida
$525K +$71.1K +227 +19%
MGAM
2269
McGowan Group Asset Management
Texas
$525K +$1.56K +5 +0.4%
GFA
2270
Gladwyn Financial Advisors
Virginia
$525K – – –
APFP
2271
Action Point Financial Planning
Michigan
$525K +$442K +1,411 New
PFG
2272
PAX Financial Group
Texas
$524K +$45.7K +146 +12%
CFA
2273
Cahill Financial Advisors
Minnesota
$524K – – –
FISPB
2274
Fideuram - Intesa Sanpaolo Private Banking
$524K +$1.25K +4 +0.3%
CWM
2275
Castle Wealth Management
Florida
$523K +$11.9K +38 +3%
89 90
91
92 93