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Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
4026
Hayek Kallen Investment Management
Alabama
$592K +$663K +1,034 New
HIS
4027
Harvest Investment Services
Illinois
$592K -$185K -289 -22%
TIM
4028
Tortoise Investment Management
New York
$591K +$64.1K +100 +11%
EA
4029
Eclectic Associates
California
$590K -$125K -195 -16%
MGAM
4030
McGowan Group Asset Management
Texas
$589K -$50.6K -79 -7%
LF
4031
LifeSteps Financial
California
$589K -$11.5K -18 -2%
WHCI
4032
W.H. Cornerstone Investments
Massachusetts
$588K +$83.3K +130 +14%
KB
4033
Kimelman & Baird
New York
$588K – – –
TCM
4034
TruNorth Capital Management
Michigan
$586K +$12.8K +20 +2%
EWA
4035
Emergent Wealth Advisors
New York
$584K -$21.1K -33 -3%
FB
4036
Finward Bancorp
Indiana
$584K – – –
LWPC
4037
Legacy Wealth Partners (Colorado)
Colorado
$583K -$5.13K -8 -0.8%
FWM
4038
Fonville Wealth Management
Virginia
$583K -$12.2K -19 -2%
AWG
4039
Altus Wealth Group
Colorado
$581K +$46.8K +73 +8%
TWM
4040
TopTier Wealth Management
Wisconsin
$581K +$12.2K +19 +2%
SA
4041
Stewardship Advisors
Pennsylvania
$578K +$41.7K +65 +7%
TCM
4042
TD Capital Management
Tennessee
$577K -$3.2K -5 -0.5%
AIA
4043
Aventus Investment Advisors
Florida
$577K -$12.2K -19 -2%
BI
4044
Bolthouse Investments
California
$576K – – –
PWA
4045
Peterson Wealth Advisors
Utah
$575K +$6.41K +10 +1%
WWMP
4046
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$574K -$62.8K -98 -9%
BFWM
4047
Bright Futures Wealth Management
New York
$573K +$642K +1,002 New
KA
4048
Kozak & Associates
Colorado
$573K -$103K -160 -15%
CG
4049
Castellan Group
Kentucky
$572K -$3.25M -5,065 -84%
GC
4050
Gruss & Co
Florida
$572K -$320K -500 -33%
160 161
162
163 164