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Name Holding Trade Value Shares
Change
Change in
Stake
LGA
1926
Lebenthal Global Advisors
New York
$581K -$192K -981 -27%
PM
1927
Penbrook Management
New York
$580K -$211K -1,075 -29%
TWM
1928
TriaGen Wealth Management
California
$579K -$19.6K -100 -4%
TIM
1929
Tortoise Investment Management
New York
$578K +$2.75K +14 +0.5%
WIC
1930
Woodmont Investment Counsel
Tennessee
$577K – – –
LGT Fund Management
1931
LGT Fund Management
Liechtenstein
$576K +$220K +1,121 +75%
AA
1932
Aire Advisors
California
$575K -$7.45K -38 -1%
FWA
1933
FSM Wealth Advisors
Ohio
$574K +$34.9K +178 +7%
EIA
1934
Eldridge Investment Advisors
New Hampshire
$574K +$72K +367 +16%
QPWM
1935
Quadrant Private Wealth Management
Pennsylvania
$574K +$74.9K +382 +17%
6F
1936
626 Financial
Michigan
$572K – – –
TCM
1937
Towercrest Capital Management
Pennsylvania
$572K +$196 +1 +0%
GFP
1938
Gryphon Financial Partners
Ohio
$571K -$8.82K -45 -2%
DAM
1939
Doheny Asset Management
California
$571K – – –
TC
1940
Truvestments Capital
Florida
$570K +$57.6K +294 +13%
Fenimore Asset Management
1941
Fenimore Asset Management
New York
$569K – – –
RWP
1942
Revolve Wealth Partners
New Jersey
$568K +$181K +925 +56%
Two Sigma Investments
1943
Two Sigma Investments
New York
$567K -$730K -3,724 -59%
CCG
1944
Chatham Capital Group
Georgia
$567K – – –
CFG
1945
CKW Financial Group
Hawaii
$565K +$2.35K +12 +0.5%
WCM
1946
Windsor Capital Management
Arizona
$563K -$4.51K -23 -0.9%
OL
1947
Optas LLC
Texas
$563K +$57.1K +291 +13%
SSW
1948
Smith Shellnut Wilson
Mississippi
$559K +$980 +5 +0.2%
BWM
1949
Brophy Wealth Management
New Hampshire
$559K +$495K +2,526 New
LI
1950
LVZ Inc
Michigan
$558K -$36.9K -188 -7%