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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1351
Transform Wealth
Colorado
$700K +$333K +1,536 +99%
NW
1352
NewEdge Wealth
Pennsylvania
$699K -$262K -1,206 -28%
LCC
1353
Lincoln Capital Corp
Rhode Island
$699K -$87.9K -405 -12%
TIM
1354
Tortoise Investment Management
New York
$699K -$1.3K -6 -0.2%
IFAM
1355
Institutional & Family Asset Management
Colorado
$699K +$18.2K +84 +3%
SCM
1356
Southport Capital Management
Tennessee
$698K -$23.4K -108 -3%
FSG
1357
Financial Strategies Group
Michigan
$697K +$668K +3,075 New
SIM
1358
Sonora Investment Management
Arizona
$695K +$128K +591 +24%
SIC
1359
Samalin Investment Counsel
New York
$693K -$1.3K -6 -0.2%
SPAS
1360
Spectrum Planning & Advisory Services
California
$693K +$6.51K +30 +1%
ACM
1361
Alpha Capital Management
Texas
$690K -$1.31M -6,039 -66%
WCM
1362
Weld Capital Management
New York
$687K +$658K +3,033 New
PPSG
1363
Princeton Portfolio Strategies Group
New Jersey
$686K -$32.6K -150 -5%
PIM
1364
Profit Investment Management
Maryland
$686K – – –
HPC
1365
HM Payson & Co
Maine
$685K -$293K -1,350 -31%
BC
1366
Brio Consultants
California
$685K -$1.3K -6 -0.2%
TAM
1367
Trillium Asset Management
Massachusetts
$684K +$77.5K +357 +13%
RF
1368
Rollins Financial
Georgia
$682K +$62.5K +288 +11%
IA
1369
IFG Advisors
Missouri
$682K +$72.9K +336 +13%
ACM
1370
Advisors Capital Management
New Jersey
$682K +$202K +930 +45%
TAM
1371
Tocqueville Asset Management
New York
$681K -$26.7K -123 -4%
TA
1372
TrueWealth Advisors
Alabama
$680K -$32.6K -150 -5%
DLG
1373
Daniel L. Goodwin
$680K – – –
ERIM
1374
Eagle Ridge Investment Management
Connecticut
$680K – – –
EIA
1375
Eldridge Investment Advisors
New Hampshire
$680K – – –
53 54
55
56 57