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Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
3701
Clear Investment Research
Georgia
$1.01M -$18.8K -159 -2%
JLBC
3702
J.L. Bainbridge & Co
Florida
$1M -$55.9K -473 -5%
TIM
3703
Tortoise Investment Management
New York
$1M +$176K +1,490 +22%
CSIA
3704
Conrad Siegel Investment Advisors
Pennsylvania
$1M +$26.6K +225 +3%
LWP
3705
LMG Wealth Partners
Louisiana
$1M +$196K +1,662 +25%
WW
3706
Waterfront Wealth
Kansas
$1M +$231K +1,953 +38%
OCG
3707
Opus Capital Group
Ohio
$1M +$24.5K +207 +3%
WOSD
3708
WFA of San Diego
California
$997K +$100K +850 +12%
WP
3709
Wealthspan Partners
Iowa
$997K +$21.6K +183 +2%
YAVAPFMC
3710
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$996K -$945K -8,000 -49%
OWM
3711
OneAscent Wealth Management
Alabama
$995K +$49.4K +418 +5%
DFA
3712
DHK Financial Advisors
New Hampshire
$989K -$52K -440 -5%
OHWP
3713
Oak Harbor Wealth Partners
North Carolina
$989K -$126K -1,069 -12%
WDL
3714
Well Done LLC
Michigan
$985K +$36.7K +311 +4%
WAOI
3715
Wealth Advisors of Iowa
Iowa
$983K +$82K +694 +9%
GFP
3716
Guardian Financial Partners
California
$982K -$663K -5,615 -41%
RFG
3717
RFP Financial Group
Georgia
$980K -$118 -1 -0%
TPW
3718
Transatlantique Private Wealth
New York
$975K +$949K +8,032 New
MFG
3719
MidWestOne Financial Group
Iowa
$975K -$415K -3,511 -30%
SDAM
3720
Shulman DeMeo Asset Management
New York
$966K +$827 +7 +0.1%
IFA
3721
Index Fund Advisors
California
$966K +$26.5K +224 +3%
EWM
3722
Edge Wealth Management
New York
$965K -$80.6K -682 -8%
MCIA
3723
Mountain Capital Investment Advisors
Colorado
$965K +$175K +1,485 +30%
NG
3724
Northstar Group
New York
$965K -$108K -915 -10%
CIG
3725
Cascade Investment Group
Colorado
$956K +$340K +2,878 +58%
147 148
149
150 151