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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3301
Chilton Capital Management
Texas
$131K +$5.65K +50 +5%
PP
3302
Pacifica Partners
Canada
$131K – – –
CWA
3303
Carolina Wealth Advisors
South Carolina
$130K +$87.1K +770 +385%
BCWM
3304
Ball & Co Wealth Management
Tennessee
$129K – – –
CIAS
3305
CBIZ Investment Advisory Services
Ohio
$129K +$37.3K +330 +52%
CIR
3306
Clear Investment Research
Georgia
$128K – – –
HBT
3307
Hills Bank & Trust
Iowa
$126K +$106K +940 New
EP
3308
Essential Partners
California
$123K +$104K +920 New
HHMI
3309
Howard Hughes Medical Institute
Maryland
$123K +$104K +920 New
EC
3310
Elequin Capital
New York
$122K -$10.2K -90 -9%
BC
3311
Barrett & Company
Rhode Island
$121K – – –
SWIG
3312
Strategic Wealth Investment Group
Kentucky
$121K +$102K +900 New
HB
3313
Horizon Bancorp
Indiana
$118K +$99.5K +880 New
RTL
3314
Red Tortoise LLC
Georgia
$117K +$66.7K +590 +211%
HFS
3315
Hughes Financial Services
Virginia
$115K +$4.52K +40 +4%
1IA
3316
1620 Investment Advisors
Massachusetts
$115K -$2.26K -20 -2%
CWM
3317
Consultiva Wealth Management
Puerto Rico
$114K – – –
NEWAS
3318
N.E.W. Advisory Services
Wisconsin
$112K -$46.4K -410 -33%
TIM
3319
Tortoise Investment Management
New York
$111K +$20.4K +180 +28%
ITIM
3320
Indiana Trust & Investment Management
Indiana
$110K – – –
IWP
3321
IAG Wealth Partners
Wisconsin
$110K – – –
MFT
3322
Moisand Fitzgerald Tamayo
Florida
$108K -$1.13K -10 -1%
AP
3323
Aspect Partners
Virginia
$107K -$6.78K -60 -7%
AFG
3324
Albion Financial Group
Utah
$107K – – –
RWM
3325
Rialto Wealth Management
New York
$107K +$4.52K +40 +5%
131 132
133
134 135