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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1676
Tortoise Investment Management
New York
$354K +$52.5K +308 +18%
LFG
1677
Larson Financial Group
Missouri
$353K +$210K +1,232 +153%
NAS
1678
NWF Advisory Services
California
$352K +$346K +2,028 New
AWA
1679
Aletheian Wealth Advisors
Washington
$351K – – –
IC
1680
Inscription Capital
Texas
$351K +$344K +2,019 New
NF
1681
Nikulski Financial
Iowa
$348K – – –
DA
1682
Drake & Associates
Wisconsin
$348K +$341K +2,004 New
AI
1683
Accredited Investors
Minnesota
$348K +$5.11K +30 +2%
FC
1684
FCA Corp
Texas
$347K – – –
CAAS
1685
Capital Asset Advisory Services
Michigan
$347K -$40.7K -239 -11%
LRIA
1686
Leonard Rickey Investment Advisors
Washington
$346K +$10.6K +62 +3%
ABTD
1687
Arvest Bank Trust Division
Oklahoma
$345K +$339K +1,989 New
AWM
1688
Accel Wealth Management
Iowa
$345K +$12.1K +71 +4%
MCM
1689
Monarch Capital Management
Indiana
$344K – – –
ADL
1690
Asset Dedication LLC
California
$344K +$37K +217 +12%
CAGAS
1691
Capital Advisory Group Advisory Services
Minnesota
$343K -$6.82K -40 -2%
MMA
1692
Miracle Mile Advisors
California
$339K -$119K -699 -26%
HWP
1693
Heritage Wealth Partners
Ohio
$338K +$27.3K +160 +9%
BCM
1694
Becker Capital Management
Oregon
$338K +$1.7K +10 +0.5%
HOWA
1695
Heritage Oak Wealth Advisors
Florida
$336K -$12.6K -74 -4%
NWWA
1696
New Wave Wealth Advisors
Arkansas
$336K +$329K +1,932 New
BZWA
1697
Blue Zone Wealth Advisors
California
$335K – – –
ProShare Advisors
1698
ProShare Advisors
Maryland
$335K -$682 -4 -0.2%
CWA
1699
CM Wealth Advisors
Ohio
$333K +$15.7K +92 +5%
MPW
1700
Monterey Private Wealth
California
$330K – – –