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Name Holding Trade Value Shares
Change
Change in
Stake
SA
2476
SRH Advisors
Kansas
$41K – – –
FMP
2477
Financial Management Professionals
Texas
$41K +$5.11K +18 +13%
AWM
2478
Avondale Wealth Management
Texas
$39K – – –
TIM
2479
Tortoise Investment Management
New York
$38K +$22.7K +80 +123%
CA
2480
Crewe Advisors
Utah
$37K -$851 -3 -2%
VRM
2481
Vectors Research Management
New York
$36K -$34.9K -123 -47%
WLPWM
2482
Walled Lake Planning & Wealth Management
Illinois
$36K – – –
AS
2483
Altshuler Shaham
Israel
$34K -$7.09K -25 -16%
MAM
2484
McCarthy Asset Management
California
$34K – – –
SC
2485
Sawyer & Company
Massachusetts
$34K +$8.51K +30 +30%
COCM
2486
Charter Oak Capital Management
New Hampshire
$30K – – –
CHA
2487
Carmichael Hill & Associates
Maryland
$30K +$1.14K +4 +4%
1IA
2488
1834 Investment Advisors
Wisconsin
$28K -$34.3K -121 -53%
RBC
2489
Roble Belko & Company
Pennsylvania
$28K – – –
GG
2490
Gleason Group
Kentucky
$27K – – –
APW
2491
Acima Private Wealth
Virginia
$26K – – –
CPWM
2492
Cypress Point Wealth Management
Texas
$26K – – –
FA
2493
Financial Advantage
Maryland
$26K – – –
ICM
2494
Islay Capital Management
Texas
$26K – – –
AA
2495
Addison Advisors
Vermont
$26K +$2.55K +9 +10%
HDIM
2496
Hanson & Doremus Investment Management
Vermont
$25K +$5.67K +20 +27%
BFG
2497
Baron Financial Group
New Jersey
$24.7K -$7.09K -25 -21%
SFA
2498
Semmax Financial Advisors
North Carolina
$24K – – –
CBT
2499
CoreFirst Bank & Trust
Kansas
$20K – – –
GPA
2500
Guidance Point Advisors
Massachusetts
$20K +$22.4K +79 New