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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Mascoma Wealth Management
New Hampshire
$25K – – –
TIM
1052
Tortoise Investment Management
New York
$24.6K – – –
S
1053
Sachetta
Massachusetts
$24.4K – – –
OC
1054
Oakworth Capital
Alabama
$23.7K – – –
DAM
1055
Delta Asset Management
Tennessee
$23.5K – – –
MSFP
1056
Mark Sheptoff Financial Planning
Connecticut
$22K -$5.01K -25 -20%
EWM
1057
Evermay Wealth Management
Virginia
$22K – – –
BIA
1058
Bell Investment Advisors
California
$21.7K -$16K -80 -45%
CFS
1059
CGC Financial Services
Oregon
$21.5K – – –
BL
1060
BFSG LLC
California
$20.9K – – –
AWM
1061
Abound Wealth Management
Tennessee
$20.7K +$401 +2 +2%
JWM
1062
JPL Wealth Management
Colorado
$20.5K +$18.6K +93 New
AW
1063
Avion Wealth
Texas
$20K +$401 +2 +2%
AA
1064
Ancora Advisors
Ohio
$20K – – –
PSFG
1065
Park Square Financial Group
Georgia
$20K -$8.02K -40 -31%
SIC
1066
Salem Investment Counselors
North Carolina
$19.5K – – –
KFI
1067
Key Financial Inc
Pennsylvania
$19.5K – – –
WIM
1068
Westside Investment Management
California
$19.3K – – –
FFO
1069
Fortitude Family Office
Arizona
$18.9K +$802 +4 +5%
WA
1070
Westfuller Advisors
New York
$18.4K +$16.8K +84 New
RWM
1071
Raffa Wealth Management
District of Columbia
$18.2K -$5.81K -29 -26%
CHC
1072
City Holding Co
West Virginia
$16.9K +$15.4K +77 New
JFA
1073
JNBA Financial Advisors
Minnesota
$16.6K – – –
FFA
1074
Frazier Financial Advisors
Ohio
$16.6K +$200 +1 +1%
CB
1075
Centennial Bank
Arkansas
$16.5K – – –
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