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Imperial Oil
IMO

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$4.37K – – –
BFS
377
Bare Financial Services
Pennsylvania
$3.81K – – –
CFM
378
Cornerstone Financial Management
Massachusetts
$3.47K +$501 +4 +15%
CTC
379
Central Trust Company
Missouri
$3.47K +$3.26K +26 +520%
TWD
380
True Wealth Design
Ohio
$3.36K -$251 -2 -6%
KG
381
Kilter Group
New York
$3.36K +$1.25K +10 +50%
BGAI
382
Bruce G. Allen Investments
Colorado
$3.25K – – –
PWA
383
Physician Wealth Advisors
Utah
$3.25K +$3.63K +29 New
MNA
384
Manning & Napier Advisors
New York
$2.94K -$4.76M -37,961 -100%
AWM
385
Abound Wealth Management
Tennessee
$2.81K – – –
APW
386
Aventura Private Wealth
Florida
$2.8K – – –
TCA
387
Trifecta Capital Advisors
Illinois
$2.58K +$2.88K +23 New
TPCW
388
TD Private Client Wealth
New York
$2.58K +$2.88K +23 New
JFA
389
JNBA Financial Advisors
Minnesota
$1.79K – – –
BFPW
390
BOK Financial Private Wealth
Colorado
$1.69K +$1.88K +15 New
DWM
391
Dogwood Wealth Management
Kansas
$1.68K – – –
KFA
392
Kelleher Financial Advisors
New York
$1.57K +$1.75K +14 New
GI
393
GAMMA Investing
California
$1.23K – – –
PWAM
394
Private Wealth Asset Management
Iowa
$1.12K – – –
HFS
395
Hantz Financial Services
Michigan
$1K – – –
POIA
396
Pin Oak Investment Advisors
Texas
$1K +$752 +6 New
CFG
397
CKW Financial Group
Hawaii
$1K +$1.63K +13 New
MWM
398
Mosley Wealth Management
California
$896 +$1K +8 New
RWM
399
Raffa Wealth Management
District of Columbia
$896 +$1K +8 New
DRP
400
Decker Retirement Planning
Utah
$798 +$877 +7 New
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