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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3951
TruNorth Capital Management
Michigan
$626K +$53.2K +87 +8%
KB
3952
Kimelman & Baird
New York
$625K +$50.1K +82 +8%
TDWM
3953
Topel & Distasi Wealth Management
California
$624K +$87.4K +143 +15%
TI
3954
tru Independence
Oregon
$623K +$6.12K +10 +0.9%
RWM
3955
Rialto Wealth Management
New York
$621K -$126K -206 -16%
BWM
3956
BCS Wealth Management
Tennessee
$620K +$66.7K +109 +11%
AF
3957
Align Financial
Minnesota
$620K – – –
PJSIMP
3958
P.J. Schmidt Investment Management (PJS)
Wisconsin
$620K +$25.7K +42 +4%
WHCI
3959
W.H. Cornerstone Investments
Massachusetts
$620K +$44K +72 +7%
MIM
3960
Merrion Investment Management
New Jersey
$620K – – –
TWM
3961
Trueblood Wealth Management
Ohio
$619K +$5.5K +9 +0.8%
ONSWM
3962
Old North State Wealth Management
North Carolina
$619K – – –
PFT
3963
Providence First Trust
Arizona
$618K -$158K -259 -19%
CL
3964
CPWA LLC
Oregon
$618K +$14.1K +23 +2%
TIM
3965
Tortoise Investment Management
New York
$617K +$37.9K +62 +6%
DI
3966
DAGCO Inc
Ohio
$616K -$142K -233 -18%
FC
3967
Financial Consulate
Maryland
$615K +$73.4K +120 +12%
GSIS
3968
Global Strategic Investment Solutions
Arizona
$614K +$30.6K +50 +5%
SCM
3969
Sollinda Capital Management
Florida
$613K +$307K +502 +86%
WWMSC
3970
Wagner Wealth Management (South Carolina)
South Carolina
$613K +$26.9K +44 +4%
FWM
3971
Fonville Wealth Management
Virginia
$612K +$41.6K +68 +7%
EM
3972
ELCO Management
New York
$612K +$325K +532 +96%
WAU
3973
Wellington-Altus USA
Manitoba, Canada
$612K +$48.3K +79 +8%
DSCM
3974
Del-Sette Capital Management
New York
$611K – – –
AA
3975
Ahara Advisors
New Jersey
$611K -$64.2K -105 -9%