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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2676
Tortoise Investment Management
New York
$114K +$17.3K +629 +18%
HWM
2677
HighMark Wealth Management
Minnesota
$113K +$61.8K +2,243 +124%
MCAI
2678
Members Capital Advisors Inc
Wisconsin
$112K
MIHAS
2679
Maj Invest Holding A/S
Denmark
$112K +$110K +4,000 New
LFASL
2680
Lugano Financial Advisors SA (LFA)
Switzerland
$112K +$55.1K +2,000 +100%
CSWM
2681
Cassady Schiller Wealth Management
Ohio
$111K +$22.2K +807 +26%
SC
2682
Stephens Consulting
Michigan
$109K +$7.13K +259 +7%
AIM
2683
Arcadia Investment Management
Michigan
$109K -$36.3K -1,320 -25%
RBC
2684
Roble Belko & Company
Pennsylvania
$108K -$14.7K -535 -12%
Cohen & Steers
2685
Cohen & Steers
New York
$108K +$45.6K +1,655 +75%
SC
2686
Solstein Capital
California
$106K
TC
2687
Trust Company
Kansas
$106K -$9.5K -345 -8%
DI
2688
DAGCO Inc
Ohio
$105K -$45.9K -1,667 -31%
B
2689
Birchbrook
Maine
$105K
SFFS
2690
Stonehage Fleming Financial Services
Jersey
$105K +$103K +3,735 New
TFA
2691
Toth Financial Advisory
Virginia
$104K +$193 +7 +0.2%
WPWM
2692
Western Pacific Wealth Management
Illinois
$103K -$2.67K -97 -3%
KFS
2693
Kelly Financial Services
Massachusetts
$102K +$9.44K +343 +10%
SFC
2694
Strategic Financial Concepts
Texas
$102K +$3.72M +135,072 New
MIFH
2695
Migdal Insurance & Financial Holdings
Israel
$100K +$99.3K +3,605 New
MWA
2696
Moser Wealth Advisors
Washington
$99.9K
TFF
2697
The Family Firm
Maryland
$98.2K +$96.7K +3,511 New
WBC
2698
West Branch Capital
Massachusetts
$97.6K +$19.8K +719 +26%
FGA
2699
Fortis Group Advisors
New Jersey
$97.5K
VCM
2700
Versant Capital Management
Arizona
$97.4K -$4.76K -173 -5%