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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2951
Consultiva Wealth Management
Puerto Rico
$75.8K +$70K +850 New
OSNBOA
2952
Old Second National Bank of Aurora
Illinois
$74.9K +$3.29K +40 +5%
SC
2953
Stephens Consulting
Michigan
$74K – – –
MFT
2954
Moisand Fitzgerald Tamayo
Florida
$73.1K – – –
ITIM
2955
Indiana Trust & Investment Management
Indiana
$73.1K -$161K -1,950 -70%
IWP
2956
IAG Wealth Partners
Wisconsin
$71.3K – – –
TIM
2957
Tortoise Investment Management
New York
$66.8K – – –
TCM
2958
Tradewinds Capital Management
Washington
$66.8K +$12.3K +150 +25%
MSWM
2959
Mowery & Schoenfeld Wealth Management
Illinois
$66K -$58.4K -710 -49%
TLCM
2960
Twin Lakes Capital Management
California
$66K – – –
CSWM
2961
Cassady Schiller Wealth Management
Ohio
$66K +$21.4K +260 +54%
RPA
2962
Redwood Park Advisors
California
$66K +$60.9K +740 New
SIM
2963
Synergy Investment Management
Florida
$65.1K +$60.1K +730 New
RWM
2964
Rialto Wealth Management
New York
$62.4K +$57.6K +700 New
MB
2965
Mizuho Bank
Japan
$62.4K – – –
SSG
2966
Summit Securities Group
New York
$60.6K +$56K +680 New
HC
2967
Hurley Capital
New York
$59.9K +$53.5K +650 New
FP
2968
Financial Perspectives
Minnesota
$59.7K +$45.3K +550 +458%
MCA
2969
Maryland Capital Advisors
Maryland
$57.9K – – –
PP
2970
PFS Partners
New Jersey
$57.9K – – –
CAC
2971
Core Alternative Capital
Georgia
$57.9K +$12.3K +150 +30%
AFG
2972
Albion Financial Group
Utah
$57.9K +$46.1K +560 +622%
VWM
2973
Vermillion Wealth Management
Minnesota
$57.9K +$53.5K +650 New
TFM
2974
TFC Financial Management
Massachusetts
$56.2K – – –
RWM
2975
Ruedi Wealth Management
Illinois
$56.2K – – –
117 118
119
120 121