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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
601
WhitTier Trust Company
Nevada
$65.1K +$16.2K +412 +34%
ARMT
602
Amica Retiree Medical Trust
Rhode Island
$65K – – –
BA
603
Bellwether Advisors
Nebraska
$60.7K – – –
CAM
604
Costello Asset Management
Pennsylvania
$60.5K – – –
HIA
605
Harbor Investment Advisory
Maryland
$60.5K – – –
HWM
606
Hemington Wealth Management
Virginia
$60K -$2.04K -52 -3%
CFB
607
Cullen/Frost Bankers
Texas
$58.9K +$36.9K +941 +182%
MSE
608
MUFG Securities EMEA
United Kingdom
$55.8K +$54.3K +1,384 New
CH
609
Cromwell Holdings
Wyoming
$55.1K +$1.02K +26 +2%
RA
610
Rise Advisors
New York
$54.6K +$902 +23 +2%
BHWM
611
Beaird Harris Wealth Management
Texas
$53.6K +$15.7K +400 +43%
LWMI
612
Legacy Wealth Management (Idaho)
Idaho
$52.2K – – –
LIS
613
Legacy Investment Solutions
Idaho
$52.2K +$50.7K +1,293 New
LFG
614
Larson Financial Group
Missouri
$50.6K +$17.4K +443 +55%
CA
615
Clearstead Advisors
Ohio
$45.8K +$44.5K +1,135 New
GWP
616
Gen-Wealth Partners
Michigan
$45.1K +$588 +15 +1%
SWP
617
Strategic Wealth Partners
Ohio
$45.1K +$43.9K +1,119 New
AAG
618
Armstrong Advisory Group
Massachusetts
$44.5K – – –
OL
619
OneFund LLC
Florida
$44K +$42.4K +1,082 New
BWAM
620
Boyd Watterson Asset Management
Ohio
$43.4K – – –
CSC
621
Caldwell Sutter Capital
California
$41.5K – – –
MA
622
MCF Advisors
Kentucky
$41.5K +$118 +3 +0.3%
DAM
623
Delta Asset Management
Tennessee
$41.3K -$980 -25 -2%
TCOT
624
Trust Company of Toledo
Ohio
$40.3K +$39.2K +1,000 New
GIA
625
GHP Investment Advisors
Colorado
$39.3K +$20.6K +525 +117%
23 24
25
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