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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2476
Financial Management Professionals
Texas
$41K +$5.11K +18 +13%
AWM
2477
Avondale Wealth Management
Texas
$39K – – –
TIM
2478
Tortoise Investment Management
New York
$38K +$22.7K +80 +123%
CA
2479
Crewe Advisors
Utah
$37K -$851 -3 -2%
VRM
2480
Vectors Research Management
New York
$36K -$34.9K -123 -47%
WLPWM
2481
Walled Lake Planning & Wealth Management
Illinois
$36K – – –
AS
2482
Altshuler Shaham
Israel
$34K -$7.09K -25 -16%
MAM
2483
McCarthy Asset Management
California
$34K – – –
SC
2484
Sawyer & Company
Massachusetts
$34K +$8.51K +30 +30%
COCM
2485
Charter Oak Capital Management
New Hampshire
$30K – – –
CHA
2486
Carmichael Hill & Associates
Maryland
$30K +$1.14K +4 +4%
1IA
2487
1834 Investment Advisors
Wisconsin
$28K -$34.3K -121 -53%
RBC
2488
Roble Belko & Company
Pennsylvania
$28K – – –
GG
2489
Gleason Group
Kentucky
$27K – – –
APW
2490
Acima Private Wealth
Virginia
$26K – – –
CPWM
2491
Cypress Point Wealth Management
Texas
$26K – – –
FA
2492
Financial Advantage
Maryland
$26K – – –
ICM
2493
Islay Capital Management
Texas
$26K – – –
AA
2494
Addison Advisors
Vermont
$26K +$2.55K +9 +10%
HDIM
2495
Hanson & Doremus Investment Management
Vermont
$25K +$5.67K +20 +27%
BFG
2496
Baron Financial Group
New Jersey
$24.7K -$7.09K -25 -21%
SFA
2497
Semmax Financial Advisors
North Carolina
$24K – – –
CBT
2498
CoreFirst Bank & Trust
Kansas
$20K – – –
GPA
2499
Guidance Point Advisors
Massachusetts
$20K +$22.4K +79 New
HWM
2500
Holloway Wealth Management
Florida
$18K – – –
98 99
100
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