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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2651
Tortoise Investment Management
New York
$37K
SAM
2652
Strategic Asset Management
Minnesota
$37K +$167 +3 +0.5%
BA
2653
Bellwether Advisors
Nebraska
$36K
JWBC
2654
John W. Brooker & Co
California
$36K
LFG
2655
Leverty Financial Group
Wisconsin
$35K +$33K +593 New
TCM
2656
TD Capital Management
Tennessee
$33K
RG
2657
Retirement Group
California
$32K +$278 +5 +0.9%
CAM
2658
Costello Asset Management
Pennsylvania
$32K +$5.57K +100 +23%
HS
2659
Horan Securities
United States
$32K +$29.9K +537 New
DWA
2660
Delos Wealth Advisors
Texas
$29K +$26.6K +477 +4,770%
AW
2661
Alaethes Wealth
Nevada
$28K -$292K -5,248 -92%
PG
2662
Proffitt & Goodson
Tennessee
$28K -$6.07K -109 -19%
SPA
2663
Shore Point Advisors
New Jersey
$28K +$25.9K +465 New
WAM
2664
WFA Asset Management
Wisconsin
$27.7K +$26.1K +468 New
AWMS
2665
Advocacy Wealth Management Services
Georgia
$27K
CWM
2666
Curi Wealth Management
North Carolina
$25K +$23.7K +426 New
AW
2667
Avion Wealth
Texas
$24K -$5.46K -98 -19%
DWA
2668
Dougherty Wealth Advisers
Minnesota
$24K
SGAM
2669
Smith Group Asset Management
Texas
$24K
KC
2670
Kenfarb & Co
Kentucky
$24K +$22.3K +400 New
SQA
2671
Simon Quick Advisors
New Jersey
$23K +$7.52K +135 +55%
BBPWM
2672
Blue Bell Private Wealth Management
Pennsylvania
$23K +$21.3K +383 New
HCM
2673
Horrell Capital Management
Arkansas
$21K
DFCM
2674
Dark Forest Capital Management
Puerto Rico
$20K -$69.8K -1,253 -79%
RDIA
2675
RE Dickinson Investment Advisors
Iowa
$20K +$18.3K +328 New