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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
3026
N.E.W. Advisory Services
Wisconsin
$203K -$8.77K -169 -3%
MTC
3027
McDaniel Terry & Co
Texas
$203K – – –
CWC
3028
Carolinas Wealth Consulting
North Carolina
$203K +$986 +19 +0.5%
TIM
3029
Tortoise Investment Management
New York
$203K +$4.15K +80 +2%
HI
3030
Harrington Investments
California
$203K +$9.7K +187 +5%
AMCA
3031
Arthur M. Cohen & Associates
Illinois
$202K – – –
AFG
3032
Albion Financial Group
Utah
$201K -$11.6K -223 -5%
CFP
3033
Curran Financial Partners
South Carolina
$201K -$6.8K -131 -3%
EDRIA
3034
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
HWM
3035
HFR Wealth Management
New York
$201K – – –
NPPM
3036
North Point Portfolio Managers
Ohio
$201K – – –
CWA
3037
Clarus Wealth Advisors
Arizona
$201K +$194K +3,732 New
CA
3038
Centerpoint Advisors
Massachusetts
$200K -$58.6K -1,130 -23%
RIS
3039
Retirement Income Solutions
Michigan
$200K -$25.9K -500 -11%
MWA
3040
Moser Wealth Advisors
Washington
$200K – – –
ACM
3041
Antonetti Capital Management
Florida
$198K -$51.7K -996 -21%
HS
3042
Horan Securities
United States
$196K +$726 +14 +0.4%
FIA
3043
FNY Investment Advisers
New York
$195K +$196K +3,776 New
NL
3044
NVWM LLC
Pennsylvania
$192K +$116K +2,236 +152%
WIM
3045
Westside Investment Management
California
$191K +$15.7K +302 +3%
EI
3046
Ellevest Inc
New York
$189K +$1.5K +29 +0.8%
Cohen & Steers
3047
Cohen & Steers
New York
$182K – – –
BCM
3048
Blume Capital Management
California
$177K -$4.48M -86,380 -96%
HCA
3049
Harbor Capital Advisors
Illinois
$176K +$177K +3,402 New
TFP
3050
Tilia Fiduciary Partners
North Carolina
$175K +$22.2K +428 +14%