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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$7.11K – – –
AP
1002
Aspect Partners
Virginia
$6.87K – – –
DIP
1003
DT Investment Partners
Pennsylvania
$6.64K +$6.61K +28 New
PCMC
1004
Planning Capital Management Corporation
Pennsylvania
$6.64K +$6.61K +28 New
MFT
1005
Moisand Fitzgerald Tamayo
Florida
$6.4K – – –
CMP
1006
Coston McIsaac & Partners
Maine
$6K – – –
AW
1007
Avion Wealth
Texas
$6K +$2.36K +10 +63%
CWC
1008
Carolinas Wealth Consulting
North Carolina
$5.69K -$11.1K -47 -66%
S
1009
Sachetta
Massachusetts
$5.69K +$1.18K +5 +26%
HWA
1010
HHM Wealth Advisors
Tennessee
$5.45K – – –
MRCM
1011
M&R Capital Management
New Jersey
$5.45K – – –
RF
1012
Robinswood Financial
Washington
$5.45K – – –
AWM
1013
Abound Wealth Management
Tennessee
$5.3K – – –
BBPWM
1014
Blue Bell Private Wealth Management
Pennsylvania
$5.21K – – –
RBC
1015
Roble Belko & Company
Pennsylvania
$5K – – –
SIC
1016
SJS Investment Consulting
Ohio
$4.74K +$472 +2 +11%
DPW
1017
DiNuzzo Private Wealth
Pennsylvania
$4.27K – – –
SC
1018
SouthState Corp
Florida
$4.26K – – –
TCOV
1019
Trust Company of Vermont
Vermont
$4.26K +$1.18K +5 +38%
TFM
1020
TFC Financial Management
Massachusetts
$4.03K – – –
RWM
1021
Raffa Wealth Management
District of Columbia
$4.03K -$224K -947 -98%
WCM
1022
Westend Capital Management
California
$4.03K – – –
WB
1023
Webster Bank
Connecticut
$3.79K – – –
PA
1024
Pineridge Advisors
Missouri
$3.56K – – –
HWP
1025
Highline Wealth Partners
California
$3.32K +$3.31K +14 New