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Name Holding Trade Value Shares
Change
Change in
Stake
SS
651
SBI Securities
Japan
$45.7K -$3.33K -180 -7%
FDW
652
Fourth Dimension Wealth
Ohio
$44.9K
TIM
653
Tortoise Investment Management
New York
$43.6K +$481 +26 +1%
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$43.3K -$2.76K -149 -6%
CWP
655
Concord Wealth Partners
Virginia
$40.8K
AF
656
Alerus Financial
North Dakota
$39.6K
SIS
657
Sound Income Strategies
Florida
$38.2K +$7.18K +388 +23%
CIM
658
Contravisory Investment Management
Massachusetts
$38K
TCOV
659
Trust Company of Vermont
Vermont
$37.9K
MCM
660
MV Capital Management
Maryland
$37.6K
RFP
661
Root Financial Partners
California
$37.2K +$36.9K +1,992 New
GWM
662
Geneos Wealth Management
Colorado
$36.8K -$9.98K -539 -21%
LFG
663
Larson Financial Group
Missouri
$35.8K +$741 +40 +2%
KA
664
Kozak & Associates
Colorado
$34.5K -$3.83K -207 -9%
WANY
665
Wealthspire Advisors (New York)
New York
$33.7K +$33.4K +1,803 New
SWM
666
Spire Wealth Management
Virginia
$33.4K -$4.04K -218 -11%
FUBT
667
First United Bank & Trust
Maryland
$32.7K
KFA
668
Kelleher Financial Advisors
New York
$32.4K +$32.1K +1,734 New
BOJHT
669
Bank of Jackson Hole Trust
Wyoming
$32.4K
S
670
Sachetta
Massachusetts
$32.2K +$29.5K +1,595 +1,246%
ACA
671
American Capital Advisory
Idaho
$32.1K
CFB
672
Cullen/Frost Bankers
Texas
$30.1K -$1.85K -100 -6%
SIM
673
Sentry Investment Management
Wisconsin
$30K -$29.2K -1,577 -49%
CA
674
Centerpoint Advisors
Massachusetts
$30K
WWM
675
Wolff Wiese Magana
California
$28.8K