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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2901
Nelson Capital Management
California
$299K – – –
TIM
2902
Tortoise Investment Management
New York
$299K +$2.22K +9 +0.9%
CBTWT
2903
Community Bank & Trust (Waco, Texas)
Texas
$299K – – –
CPA
2904
Court Place Advisors
Maryland
$298K – – –
GA
2905
Gateway Advisory
New Jersey
$297K -$18.8K -76 -7%
RB
2906
Rodgers Brothers
Pennsylvania
$297K – – –
JTWM
2907
Jackson Thornton Wealth Management
Alabama
$297K +$255K +1,035 New
JJBC
2908
James J. Burns & Company
New York
$297K -$38K -154 -13%
AWM
2909
Aspire Wealth Management
Massachusetts
$296K – – –
CAM
2910
Clark Asset Management
New Hampshire
$296K – – –
BFG
2911
Bouchey Financial Group
New York
$295K +$254K +1,029 New
IF
2912
IRON Financial
Illinois
$295K – – –
SIM
2913
Stratos Investment Management
Ohio
$295K -$740 -3 -0.3%
PC
2914
Pecaut & Co
Iowa
$294K – – –
SF
2915
Slagle Financial
Illinois
$294K +$253K +1,025 New
SIC
2916
SFE Investment Counsel
California
$294K -$49.4K -200 -16%
TC
2917
TAGStone Capital
North Carolina
$294K – – –
MAM
2918
Montchanin Asset Management
Delaware
$294K +$253K +1,025 New
HFS
2919
Howard Financial Services
Texas
$292K +$3.21K +13 +1%
AMBIA
2920
Allen Mooney & Barnes Investment Advisors
Georgia
$292K -$3.88M -15,724 -94%
AFG
2921
Albion Financial Group
Utah
$292K +$225K +913 +886%
LNWTC
2922
Laird Norton Wetherby Trust Company
Washington
$291K – – –
FCG
2923
Financial Connections Group
California
$291K +$184K +745 +275%
UL
2924
Unionview LLC
Washington
$290K -$14.3K -58 -5%
HNWA
2925
Henrickson Nauta Wealth Advisors
Michigan
$290K -$2.71K -11 -1%
115 116
117
118 119