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Name Holding Trade Value Shares
Change
Change in
Stake
WB
2501
West Bancorporation
Iowa
$162K +$8.42K +43 +5%
LTI
2502
Laffer Tengler Investments
Tennessee
$161K +$93.6K +478 +98%
TIM
2503
Tortoise Investment Management
New York
$158K +$3.52K +18 +2%
CWAF
2504
Core Wealth Advisors (Florida)
Florida
$158K +$186K +950 New
SG
2505
Swarthmore Group
Pennsylvania
$158K +$186K +950 New
MWA
2506
Moser Wealth Advisors
Washington
$157K – – –
BC
2507
Barnett & Company
Tennessee
$156K – – –
PMFA
2508
Plante Moran Financial Advisors
Michigan
$153K -$228K -1,162 -56%
SC
2509
Solstein Capital
California
$153K -$142K -726 -44%
MCPPUI
2510
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$152K +$179K +914 New
AIC
2511
Ayalon Insurance Company
Israel
$147K – – –
EI
2512
Ellevest Inc
New York
$141K -$783 -4 -0.5%
GS
2513
Gagnon Securities
New York
$141K +$165K +843 New
CIM
2514
Contravisory Investment Management
Massachusetts
$141K +$166K +847 New
GSC
2515
G&S Capital
Colorado
$135K -$39.2K -200 -20%
BCP
2516
Blue Chip Partners
Michigan
$133K -$23.9K -122 -13%
FMP
2517
Financial Management Professionals
Texas
$133K – – –
AW
2518
Alpha Windward
Massachusetts
$132K – – –
RBC
2519
Roble Belko & Company
Pennsylvania
$130K – – –
IRC
2520
Investors Research Corp
Georgia
$128K +$9.79K +50 +7%
MCA
2521
Mercer Capital Advisers
New Jersey
$125K – – –
PCFFS
2522
Pacific Center for Financial Services
California
$125K – – –
SMFG
2523
Sumitomo Mitsui Financial Group
Japan
$113K -$748K -3,820 -85%
EWP
2524
Engrave Wealth Partners
Texas
$112K -$23.9K -122 -15%
CA
2525
Centerpoint Advisors
Massachusetts
$110K -$124K -635 -49%