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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2501
Tortoise Investment Management
New York
$228K +$528 +13 +0.3%
SIC
2502
Samalin Investment Counsel
New York
$228K +$184K +4,532 New
FWA
2503
FSM Wealth Advisors
Ohio
$228K +$184K +4,529 New
CT
2504
Columbia Trust
Oregon
$227K +$184K +4,523 New
NP
2505
Nilsine Partners
Colorado
$227K +$183K +4,510 New
KCIC
2506
Kuhn & Co Investment Counsel
Illinois
$227K +$183K +4,509 New
RDIA
2507
RE Dickinson Investment Advisors
Iowa
$226K – – –
TCG
2508
Transcendent Capital Group
Oklahoma
$226K +$183K +4,497 New
BIA
2509
Bigelow Investment Advisors
Maine
$226K +$183K +4,493 New
SWP
2510
Strategic Wealth Partners
Ohio
$225K +$182K +4,480 New
SI
2511
Saxon Interests
Texas
$225K +$182K +4,479 New
SRWM
2512
Shira Ridge Wealth Management
California
$225K +$182K +4,469 New
EWA
2513
Emergent Wealth Advisors
New York
$224K +$181K +4,465 New
TAM
2514
Todd Asset Management
Kentucky
$224K +$181K +4,451 New
LAM
2515
Lewis Asset Management
California
$223K +$181K +4,445 New
SIA
2516
Sage Investment Advisers
New York
$223K -$63K -1,550 -26%
PHS
2517
Pekin Hardy Strauss
Illinois
$223K -$97.8K -2,407 -35%
BWA
2518
Burt Wealth Advisors
Maryland
$222K +$179K +4,418 New
PWM
2519
PBMares Wealth Management
Virginia
$221K +$179K +4,397 New
RSWA
2520
Robinson Smith Wealth Advisors
Maine
$219K +$177K +4,363 New
KIG
2521
Kowal Investment Group
Wisconsin
$217K +$175K +4,320 New
MAM
2522
McLean Asset Management
Virginia
$216K +$187K +4,612 New
FFA
2523
Fi3 Financial Advisors
Indiana
$216K +$175K +4,299 New
SM
2524
Sensible Money
Arizona
$216K +$175K +4,296 New
THL
2525
Tillman Hartley LLC
Colorado
$216K +$174K +4,290 New