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Liberty Energy
LBRT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$6K +$4.66K +293 New
CIM
227
Contravisory Investment Management
Massachusetts
$5.91K – – –
BWM
228
Baystate Wealth Management
Massachusetts
$5K +$4.96K +312 New
SSB
229
Sandy Spring Bank
Maryland
$4.96K +$4.93K +310 New
EWA
230
EverSource Wealth Advisors
Alabama
$3.11K – – –
BAM
231
Bellevue Asset Management
Washington
$2.53K +$414 +26 +20%
SC
232
Schubert & Co
Texas
$2.29K +$223 +14 +11%
CAL
233
Capital Advisors Ltd
Ohio
$2K +$1.61K +101 +316%
GWS
234
Glassman Wealth Services
Virginia
$1.89K +$239 +15 +15%
VCM
235
Versant Capital Management
Arizona
$1.12K – – –
JWA
236
JFS Wealth Advisors
Pennsylvania
$865 +$48 +3 +6%
IFAM
237
Institutional & Family Asset Management
Colorado
$865 +$859 +54 New
MCC
238
Money Concepts Capital
Florida
$801 +$795 +50 New
FFA
239
Farther Finance Advisors
California
$784 +$779 +49 New
HS
240
Horan Securities
United States
$704 +$700 +44 New
BIA
241
Bell Investment Advisors
California
$656 – – –
TWP
242
TFO Wealth Partners
Ohio
$649 +$48 +3 New
SIC
243
SJS Investment Consulting
Ohio
$544 -$95 -6 -15%
S
244
SignatureFD
Georgia
$528 +$143 +9 +38%
DI
245
Disciplined Investments
Oklahoma
$352 -$16 -1 -4%
HCP
246
Hexagon Capital Partners
Arkansas
$352 +$350 +22 New
AF
247
Advisornet Financial
Minnesota
$288 +$286 +18 New
SG
248
Sourcerock Group
Colorado
– -$14.8M -1,165,695 Closed
MIM
249
Merewether Investment Management
Texas
– -$9.06M -714,182 Closed
GF
250
Greenhouse Funds
Maryland
– -$5.29M -416,922 Closed
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10
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