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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mascoma Wealth Management
New Hampshire
$16.3K +$4.62K +31 +37%
CWC
902
Carolinas Wealth Consulting
North Carolina
$16K +$149 +1 +0.9%
RWM
903
Raffa Wealth Management
District of Columbia
$16K – – –
TIM
904
Tortoise Investment Management
New York
$15.8K +$149 +1 +0.9%
KBFS
905
Kohmann Bosshard Financial Services
Ohio
$15.7K +$16.4K +110 New
RCM
906
Raleigh Capital Management
North Carolina
$15.5K -$4.02K -27 -20%
OC
907
Oakworth Capital
Alabama
$15.4K – – –
QL
908
Quarry LP
New York
$15.3K -$487K -3,267 -97%
DAM
909
Delta Asset Management
Tennessee
$15.3K -$15.9K -107 -50%
CFB
910
Cullen/Frost Bankers
Texas
$14.8K +$11.9K +80 +333%
EWM
911
Evermay Wealth Management
Virginia
$14.3K – – –
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$14.3K – – –
WWM
913
Wolff Wiese Magana
California
$14.2K -$23.2K -156 -61%
JWA
914
JFS Wealth Advisors
Pennsylvania
$14.2K +$14.7K +99 New
WFA
915
West Financial Advisors
Iowa
$14K – – –
CFS
916
CGC Financial Services
Oregon
$14K +$14.6K +98 New
FWM
917
FLP Wealth Management
Arkansas
$14K +$14.6K +98 New
SFCL
918
Strengthening Families & Communities LLC
Massachusetts
$14K – – –
BL
919
BFSG LLC
California
$13.6K – – –
RJA
920
Ross\Johnson & Associates
Minnesota
$13.4K +$14K +94 New
AT
921
Avalon Trust
New Mexico
$12.9K – – –
WA
922
Whipplewood Advisors
Colorado
$12.9K +$13.4K +90 New
SIC
923
Salem Investment Counselors
North Carolina
$12.7K – – –
WIM
924
Westside Investment Management
California
$12.6K – – –
PWMG
925
Private Wealth Management Group
New Jersey
$12.4K +$13K +87 New
35 36
37
38 39