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Name Holding Trade Value Shares
Change
Change in
Stake
WC
3176
Westerkirk Capital
$559K -$639K -1,442 -54%
MWA
3177
Meridian Wealth Advisors
Texas
$558K -$52.8K -119 -9%
BFA
3178
Bright Financial Advisors
Michigan
$558K
TIM
3179
Tortoise Investment Management
New York
$558K +$204K +461 +59%
AA
3180
AF Advisors
California
$555K -$1.33K -3 -0.2%
BAM
3181
BOS Asset Management
Illinois
$555K +$22.2K +50 +4%
LWMI
3182
Legacy Wealth Management (Idaho)
Idaho
$555K +$131K +296 +32%
BDF
3183
Black Diamond Financial
Maryland
$554K +$66.9K +151 +14%
WAG
3184
Wiser Advisor Group
Arizona
$554K -$15.5K -35 -3%
KHCM
3185
Kettle Hill Capital Management
New York
$554K +$546K +1,231 New
SIA
3186
Spectrum Investment Advisors
Wisconsin
$553K +$299K +674 +121%
HCM
3187
Hengehold Capital Management
Ohio
$553K -$148K -333 -21%
MAM
3188
Mystic Asset Management
Rhode Island
$551K +$8.87K +20 +2%
WFS
3189
Weitzel Financial Services
Iowa
$550K
FH
3190
Financial Harvest
Florida
$550K +$2.66K +6 +0.5%
PRTG
3191
Post Resch Tallon Group
New York
$549K +$5.32K +12 +1%
LFA
3192
Lauterbach Financial Advisors
Texas
$549K +$52.8K +119 +11%
OFG
3193
Opulen Financial Group
Virginia
$548K +$31.9K +72 +6%
BFAG
3194
Blackston Financial Advisory Group
Florida
$548K +$137K +308 +34%
NPT
3195
Nixon Peabody Trust
Massachusetts
$547K
AWA
3196
Ark Wealth Advisors
California
$547K +$539K +1,217 New
FCG
3197
Financial Connections Group
California
$547K -$31.9K -72 -6%
HGA
3198
Hobbs Group Advisors
South Carolina
$546K +$12.4K +28 +2%
FFO
3199
Fortitude Family Office
Arizona
$546K +$193K +435 +56%
DWS
3200
Discipline Wealth Solutions
South Carolina
$545K +$14.2K +32 +3%