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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
926
Tortoise Investment Management
New York
$35K +$448 +7 +1%
M
927
MOTCO
Texas
$35K +$32K +500 New
BONH
928
Bank of New Hampshire
New Hampshire
$35K +$32.1K +501 New
CFO
929
CVA Family Office
Colorado
$34K – – –
DC
930
DeDora Capital
California
$32K +$29K +453 New
WAM
931
Worth Asset Management
Texas
$30K +$30.4K +475 New
CB
932
Community Bank
New York
$28K – – –
HC
933
Hoese & Co
Minnesota
$28K – – –
KFS
934
Kelly Financial Services
Massachusetts
$27.8K – – –
TFO
935
Tarbox Family Office
California
$27K -$15.5K -242 -39%
BWL
936
Bogart Wealth LLC
Virginia
$26K – – –
JFA
937
JNBA Financial Advisors
Minnesota
$26K +$2.5K +39 +12%
FRA
938
Front Row Advisors
California
$25K -$640 -10 -3%
EWA
939
EverSource Wealth Advisors
Alabama
$24K +$2.3K +36 +12%
WAM
940
WFA Asset Management
Wisconsin
$23.7K +$320 +5 +2%
QC
941
Quent Capital
New York
$23K -$6.08K -95 -23%
SOW
942
State of Wyoming
Wyoming
$23K +$20.9K +326 New
GWS
943
Glassman Wealth Services
Virginia
$21K -$16.8K -262 -47%
CFN
944
Cordasco Financial Network
Florida
$21K – – –
PA
945
PSI Advisors
Florida
$21K +$9.28K +145 +97%
LWA
946
Lenox Wealth Advisors
New York
$20K – – –
RTC
947
Riverview Trust Company
Washington
$20K +$18.3K +286 New
AW
948
Avion Wealth
Texas
$19K – – –
MWM
949
Mascoma Wealth Management
New Hampshire
$19K +$6.21K +97 +55%
CCM
950
Cribstone Capital Management
Maine
$18K – – –
36 37
38
39 40