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Name Holding Trade Value Shares
Change
Change in
Stake
SC
4051
Shuttleworth & Co
Ohio
$3.68M +$3.63M +7,107 New
TIM
4052
Tortoise Investment Management
New York
$3.68M +$77.5K +152 +2%
MWP
4053
Meridian Wealth Partners
Pennsylvania
$3.67M -$368K -722 -9%
AFG
4054
Altiora Financial Group
Ohio
$3.67M -$32.1K -63 -0.9%
AIM
4055
Alhambra Investment Management
Florida
$3.67M -$196K -385 -5%
FDW
4056
Fourth Dimension Wealth
Ohio
$3.66M -$38.3K -75 -1%
MMCM
4057
Murphy & Mullick Capital Management
New York
$3.66M +$13.8K +27 +0.4%
THL
4058
Tillman Hartley LLC
Colorado
$3.65M -$255K -500 -7%
KFS
4059
Kaizen Financial Strategies
California
$3.65M -$250K -491 -6%
WLIM
4060
White Lighthouse Investment Management
Massachusetts
$3.65M +$146K +286 +4%
QP
4061
Quartz Partners
New York
$3.64M +$157K +308 +5%
GA
4062
Greenspring Advisors
Maryland
$3.64M +$3.59M +7,031 New
RP
4063
Riverwater Partners
Wisconsin
$3.63M +$763K +1,496 +27%
GC
4064
GFG Capital
Florida
$3.63M -$271K -531 -7%
AFA
4065
Arlington Financial Advisors
California
$3.63M +$318K +624 +10%
WFS
4066
Walker Financial Services
Kentucky
$3.62M -$392K -768 -10%
GIO
4067
Galilei Investment Office
United Kingdom
$3.62M
FA
4068
FF Advisors
California
$3.61M -$61.2K -120 -2%
CL
4069
CVFG LLC
Indiana
$3.61M +$205K +402 +6%
KWM
4070
KFG Wealth Management
Indiana
$3.61M -$14.3K -28 -0.4%
APWA
4071
Atlas Private Wealth Advisors
New Jersey
$3.6M -$4.24M -8,307 -54%
CNBOF
4072
City National Bank of Florida
Florida
$3.6M +$33.7K +66 +1%
TFP
4073
TrueWealth Financial Partners
Washington
$3.6M
FFO
4074
Fortitude Family Office
Arizona
$3.59M -$35.7K -70 -1%
NCMW
4075
Northern Capital Management (Washington)
Washington
$3.59M -$42.3K -83 -1%